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ZHOG vs FCOR

F/m Opportunistic Income ETF vs Fidelity Corporate Bond ETF

ZHOG

F/m Opportunistic Income ETF

F/m investments, LLC

Annual cost

0.43%

Fund size

$45M

FCOR

Fidelity Corporate Bond ETF

Fidelity Investments

Annual cost

0.36%

Fund size

$339M

Key differences

  • FCOR costs 0.07% less per year.
  • FCOR is significantly larger than ZHOG — larger funds tend to be more liquid and less likely to close.
  • ZHOG follows a active selection strategy; FCOR uses index tracking.
  • FCOR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

ZHOGFCOR
Annual cost (TER)0.43%0.36%
Fund size (AUM)$45M$339M
Since20232014
Dividend yield5.60%4.55%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+5.9%+6.8%
CAGR 3YN/A+5.6%
CAGR 5YN/A+0.7%
Sharpe 3YN/A0.35
Volatility 1Y1.61%4.44%
Max drawdown-3.66%-22.60%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to ZHOG and FCOR