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WZRD vs LGOV

Opportunistic Trader ETF vs First Trust Long Duration Opportunities ETF

WZRD

Opportunistic Trader ETF

Annual cost

1.00%

Fund size

$3M

LGOV

First Trust Long Duration Opportunities ETF

Annual cost

0.49%

Fund size

$664M

Key differences

WZRD is an alternative ETF, while LGOV is a fixed income ETF. WZRD charges 1.00% a year and LGOV 0.49%.

  • WZRD is an alternative fund, while LGOV is a fixed income fund. They carry different risk/return profiles.
  • WZRD follows a structured outcome strategy; LGOV uses index tracking.
  • LGOV costs 0.51% less per year.
  • LGOV is much larger than WZRD. Larger funds are usually more liquid and less likely to close.
  • LGOV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

WZRDLGOV
Annual cost (TER)1.00%0.49%
Fund size (AUM)$3M$664M
Since20252019
Dividend yield4.25%
Asset classalternativefixed income
Regionnorth americanorth america
Strategystructured outcomeindex tracking
CAGR 1YN/A+5.5%
CAGR 3YN/A+2.8%
CAGR 5YN/A-1.7%
Sharpe 3YN/A-0.04
Volatility 1Y7.02%
Max drawdown-79.00%-30.85%

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

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