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ZHOG vs LGOV

F/m Opportunistic Income ETF vs First Trust Long Duration Opportunities ETF

ZHOG

F/m Opportunistic Income ETF

Annual cost

0.43%

Fund size

$46M

LGOV

First Trust Long Duration Opportunities ETF

Annual cost

0.49%

Fund size

$664M

Key differences

Both ZHOG and LGOV are fixed income ETFs. ZHOG charges 0.43% a year and LGOV 0.49%. The main difference: ZHOG follows a active selection strategy; LGOV uses index tracking.

  • ZHOG follows a active selection strategy; LGOV uses index tracking.
  • ZHOG costs 0.06% less per year.
  • LGOV is much larger than ZHOG. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

ZHOGLGOV
Annual cost (TER)0.43%0.49%
Fund size (AUM)$46M$664M
Since20232019
Dividend yield5.61%4.25%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+5.3%+5.5%
CAGR 3YN/A+2.8%
CAGR 5YN/A-1.7%
Sharpe 3YN/A-0.04
Volatility 1Y1.58%7.02%
Max drawdown-3.66%-30.85%

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

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