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WABF vs FPFD

Western Asset Bond ETF vs Fidelity Preferred Securities & Income ETF

WABF

Western Asset Bond ETF

Annual cost

0.35%

Fund size

$16M

FPFD

Fidelity Preferred Securities & Income ETF

Annual cost

0.59%

Fund size

$83M

Key differences

Both WABF and FPFD are fixed income ETFs. WABF charges 0.35% a year and FPFD 0.59%. The main difference: WABF follows a active selection strategy; FPFD uses index tracking.

  • WABF follows a active selection strategy; FPFD uses index tracking.
  • WABF costs 0.24% less per year.
  • FPFD is much larger than WABF. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

WABFFPFD
Annual cost (TER)0.35%0.59%
Fund size (AUM)$16M$83M
Since20232021
Dividend yield4.80%5.14%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+4.9%+5.5%
CAGR 3YN/A+7.7%
CAGR 5YN/AN/A
Sharpe 3YN/A0.98
Volatility 1Y3.79%2.95%
Max drawdown-5.36%-20.83%

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

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