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ZHOG vs FPFD

F/m Opportunistic Income ETF vs Fidelity Preferred Securities & Income ETF

ZHOG

F/m Opportunistic Income ETF

Annual cost

0.43%

Fund size

$46M

FPFD

Fidelity Preferred Securities & Income ETF

Annual cost

0.59%

Fund size

$83M

Key differences

Both ZHOG and FPFD are fixed income ETFs. ZHOG charges 0.43% a year and FPFD 0.59%. The main difference: ZHOG costs 0.16% less per year.

  • ZHOG costs 0.16% less per year.

Side-by-side comparison

ZHOGFPFD
Annual cost (TER)0.43%0.59%
Fund size (AUM)$46M$83M
Since20232021
Dividend yield5.61%5.14%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+5.5%+5.6%
CAGR 3YN/A+7.5%
CAGR 5YN/AN/A
Sharpe 3YN/A0.93
Volatility 1Y1.58%2.95%
Max drawdown-3.66%-20.83%

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

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