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UFOX vs HISF

Defiance Connective Technologies ETF vs First Trust High Income Strategic Focus ETF

UFOX

Defiance Connective Technologies ETF

Annual cost

0.30%

Fund size

$1.1B

HISF

First Trust High Income Strategic Focus ETF

Annual cost

0.83%

Fund size

$96M

Key differences

UFOX is an equity ETF, while HISF is a fixed income ETF. UFOX charges 0.30% a year and HISF 0.83%.

  • UFOX is an equity fund, while HISF is a fixed income fund. They carry different risk/return profiles.
  • UFOX follows a index tracking strategy; HISF uses active selection.
  • UFOX costs 0.53% less per year.
  • UFOX is much larger than HISF. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, UFOX has delivered higher annualized returns.
  • HISF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

UFOXHISF
Annual cost (TER)0.30%0.83%
Fund size (AUM)$1.1B$96M
Since20192014
Dividend yield0.36%4.99%
Asset classequityfixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+96.7%+5.3%
CAGR 3Y+44.5%+5.1%
CAGR 5Y+21.8%+1.6%
Sharpe 3Y1.430.34
Volatility 1Y27.78%3.32%
Max drawdown-33.90%-27.86%

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

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