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ZTRE vs FSIG

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

FSIG

First Trust Limited Duration Investment Grade Corporate ETF

First Trust

Annual cost

0.44%

Fund size

$1.5B

Key differences

  • ZTRE costs 0.29% less per year.
  • FSIG is significantly larger than ZTRE — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

ZTREFSIG
Annual cost (TER)0.15%0.44%
Fund size (AUM)$41M$1.5B
Since20242021
Dividend yield4.63%4.60%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+4.5%+4.7%
CAGR 3YN/A+5.2%
CAGR 5YN/AN/A
Sharpe 3YN/A0.57
Volatility 1Y1.90%2.28%
Max drawdown-1.45%-6.89%

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

Similar to ZTRE and FSIG