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UCON vs IGCB

First Trust Smith Unconstrained Plus Bond ETF vs TCW Corporate Bond ETF

UCON

First Trust Smith Unconstrained Plus Bond ETF

First Trust

Annual cost

0.86%

Fund size

$3.2B

IGCB

TCW Corporate Bond ETF

TCW

Annual cost

0.35%

Fund size

$39M

Key differences

  • IGCB costs 0.51% less per year.
  • UCON is significantly larger than IGCB — larger funds tend to be more liquid and less likely to close.
  • UCON follows a active selection strategy; IGCB uses index tracking.

Side-by-side comparison

UCONIGCB
Annual cost (TER)0.86%0.35%
Fund size (AUM)$3.2B$39M
Since20182018
Dividend yield4.65%4.67%
Asset classfixed incomefixed income
Region
Strategyactive selectionindex tracking
CAGR 1Y+6.0%+6.3%
CAGR 3Y+5.7%N/A
CAGR 5Y+2.8%N/A
Sharpe 3Y0.57N/A
Volatility 1Y3.00%4.02%
Max drawdown-15.31%-4.20%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to UCON and IGCB