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UFOX vs FSIG

Defiance Connective Technologies ETF vs First Trust Limited Duration Investment Grade Corporate ETF

UFOX

Defiance Connective Technologies ETF

Annual cost

0.30%

Fund size

$1.1B

FSIG

First Trust Limited Duration Investment Grade Corporate ETF

Annual cost

0.44%

Fund size

$1.5B

Key differences

UFOX is an equity ETF, while FSIG is a fixed income ETF. UFOX charges 0.30% a year and FSIG 0.44%.

  • UFOX is an equity fund, while FSIG is a fixed income fund. They carry different risk/return profiles.
  • UFOX costs 0.14% less per year.
  • Over the last three years, UFOX has delivered higher annualized returns.

Side-by-side comparison

UFOXFSIG
Annual cost (TER)0.30%0.44%
Fund size (AUM)$1.1B$1.5B
Since20192021
Dividend yield0.36%4.60%
Asset classequityfixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+96.7%+4.2%
CAGR 3Y+44.5%+5.3%
CAGR 5Y+21.8%N/A
Sharpe 3Y1.430.60
Volatility 1Y27.78%2.24%
Max drawdown-33.90%-6.89%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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