Screener
UCON vs LGOV
First Trust Smith Unconstrained Plus Bond ETF vs First Trust Long Duration Opportunities ETF
Key differences
- LGOV costs 0.37% less per year.
- UCON is significantly larger than LGOV — larger funds tend to be more liquid and less likely to close.
- UCON follows a active selection strategy; LGOV uses index tracking.
- Over the last 3 years, UCON has delivered higher annualized returns.
Side-by-side comparison
| UCON | LGOV | |
|---|---|---|
| Annual cost (TER) | 0.86% | 0.49% |
| Fund size (AUM) | $3.2B | $664M |
| Since | 2018 | 2019 |
| Dividend yield | 4.65% | 4.21% |
| Asset class | fixed income | fixed income |
| Region | — | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +6.1% | +7.1% |
| CAGR 3Y | +5.9% | +2.8% |
| CAGR 5Y | +2.8% | -1.4% |
| Sharpe 3Y | 0.62 | -0.04 |
| Volatility 1Y | 3.00% | 7.03% |
| Max drawdown | -15.31% | -30.85% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to UCON and LGOV
Explore further