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ZTRE vs FIIG

F/M 3-Year Investment Grade Corporate Bond ETF vs First Trust Intermediate Duration Investment Grade Corporate ETF

ZTRE

F/M 3-Year Investment Grade Corporate Bond ETF

F/m investments, LLC

Annual cost

0.15%

Fund size

$41M

FIIG

First Trust Intermediate Duration Investment Grade Corporate ETF

First Trust Advisors L.P.

Annual cost

0.49%

Fund size

$671M

Key differences

  • ZTRE costs 0.34% less per year.
  • FIIG is significantly larger than ZTRE — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

ZTREFIIG
Annual cost (TER)0.15%0.49%
Fund size (AUM)$41M$671M
Since20242023
Dividend yield4.63%4.64%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+4.5%+6.2%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y1.90%4.68%
Max drawdown-1.45%-5.50%

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

Similar to ZTRE and FIIG