Screener
UCON vs LDSF
First Trust Smith Unconstrained Plus Bond ETF vs First Trust Low Duration Strategic Focus ETF
Key differences
- LDSF costs 0.09% less per year.
- UCON is significantly larger than LDSF — larger funds tend to be more liquid and less likely to close.
Side-by-side comparison
| UCON | LDSF | |
|---|---|---|
| Annual cost (TER) | 0.86% | 0.77% |
| Fund size (AUM) | $3.2B | $160M |
| Since | 2018 | 2019 |
| Dividend yield | 4.65% | 4.61% |
| Asset class | fixed income | fixed income |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +6.1% | +5.4% |
| CAGR 3Y | +5.9% | +5.4% |
| CAGR 5Y | +2.8% | +2.4% |
| Sharpe 3Y | 0.62 | 0.63 |
| Volatility 1Y | 3.00% | 2.06% |
| Max drawdown | -15.31% | -8.56% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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