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ZHOG vs LQTI

F/m Opportunistic Income ETF vs FT Vest Investment Grade & Target Income ETF

ZHOG

F/m Opportunistic Income ETF

Annual cost

0.43%

Fund size

$46M

LQTI

FT Vest Investment Grade & Target Income ETF

Annual cost

0.65%

Fund size

$288M

Key differences

ZHOG is a fixed income ETF, while LQTI is an alternative ETF. ZHOG charges 0.43% a year and LQTI 0.65%.

  • ZHOG is a fixed income fund, while LQTI is an alternative fund. They carry different risk/return profiles.
  • ZHOG follows a active selection strategy; LQTI uses option income.
  • ZHOG costs 0.22% less per year.
  • LQTI is much larger than ZHOG. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

ZHOGLQTI
Annual cost (TER)0.43%0.65%
Fund size (AUM)$46M$288M
Since20232025
Dividend yield5.61%9.06%
Asset classfixed incomealternative
Regionnorth americanorth america
Strategyactive selectionoption income
CAGR 1Y+5.2%+4.7%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y1.59%5.16%
Max drawdown-3.66%-3.41%

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

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