Skip to content
Beacon
Screener

ZTRE vs FIGB

F/M 3-Year Investment Grade Corporate Bond ETF vs Fidelity Investment Grade Bond ETF

ZTRE

F/M 3-Year Investment Grade Corporate Bond ETF

F/m investments, LLC

Annual cost

0.15%

Fund size

$41M

FIGB

Fidelity Investment Grade Bond ETF

Fidelity Investments

Annual cost

0.36%

Fund size

$465M

Key differences

  • ZTRE costs 0.21% less per year.
  • FIGB is significantly larger than ZTRE — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

ZTREFIGB
Annual cost (TER)0.15%0.36%
Fund size (AUM)$41M$465M
Since20242021
Dividend yield4.63%4.13%
Asset classfixed incomefixed income
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1Y+4.4%+5.2%
CAGR 3YN/A+3.8%
CAGR 5YN/A+0.3%
Sharpe 3YN/A0.07
Volatility 1Y1.89%4.53%
Max drawdown-1.45%-18.08%

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

Similar to ZTRE and FIGB