Compare · 2 funds side by side · dividends reinvested

UCON and FIXD

UCONFirst Trust×FIXDFirst Trust×

Versus in desk

02 / 04

−0.1%

IWD+0.2%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,179UCON · best of the two

Story of the two · IncomeMost incomeFIXD · 4.88% · $488 a year on $10k

Story of the two · RiskSmallest drop

UCON and FIXD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Smith Unconstrained Bond ETFBonds & Cash · Other bonds0.86%4.81%−1.4%−0.9%+4.8%+2.3%−3.6%3.4%$3.1B1.3

First Trust Smith Opportunistic Fixed Income ETFBonds & Cash · Other bonds0.65%4.88%−2.4%−2.2%+4.0%−1.1%−5.4%4.5%$2.8B1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 13, 2026 · returns include dividends · since: UCON 2018 · FIXD 2017

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust Smith Unconstrained Bond ETF · $3.1B$11,179

UCON

FIXD

First Trust Smith Opportunistic Fixed Income ETF · $2.8B$9,470

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

UCONMeasureFIXD

−1.4%

More Ways to See the Pairs

UCON vs FIXD: Top 5 Holdings

Today

UCON

0.3%in top 5

FIXD

in top 50.3%

UCONStockFIXD

0.2%XELLL0.2%

0.1%JXN-PA0.1%

Held in common0.2%

End-of-day Nov 13, 2026 · share of each fund

Cost, Income and Risk

Fees: UCON, FIXD

Today

0.65%lowest, FIXD

FundExpense ratioFee$10k

FIXD0.65%$65

UCON0.86%$86

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: UCON, FIXD

1Y

4.88%highest, FIXD

FundTrailing yield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Year to dateJan 1 → Nov 13

−2.4%

−0.9%1 yearTotal return−2.2%

+4.8%3 years · per year$10,000 became $11,497 · $11,251+4.0%

+2.3%5 years · per year$10,000 became $11,179 · $9,470−1.1%

0.86%Expense ratio$86 · $65 a year on $10k · lower is better0.65%

4.81%Trailing 12-mo yield$481 · $488 a year on $10k4.88%

−3.6%Worst dropSmaller is better−5.4%

3.4%VolatilityLower is calmer4.5%

UCONFIXD Winner of the row, in its colourEach row: the bigger of the two fills its side

6–2UCON wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

UCON vs FIXD Returns, Every Period

5Y

First TrustUCON

+2.3%

5 years, per year

FIXDFirst Trust

−1.1%

5 years, per year

UCONFIXDFaded: behind in that period

4–0UCON wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

UCON vs FIXD

YTD

First TrustUCON

−1.4%

FIXDFirst Trust

−2.4%

−1.4%Year to date−2.4%

−3.6%Worst drop · 1Y−5.4%

3.4%Volatility · 1Y4.5%

4.8%Yield4.9%

$3.1BAssets$2.8B

3–1UCON wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yield

$10k

FIXD4.88%$488

UCON4.81%$481

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$423most kept, FIXD

FIXD$488 − $65 = $423

UCON$481 − $86 = $395

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: UCON, FIXD

Today

0.2%most shared, UCON and FIXD

UCONFIXD

UCON—0.2%

FIXD0.2%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

−0.9%UCON, at 3.4% volatility

UCONWorst drop−3.6%3.4% vol

FIXDWorst drop−5.4%4.5% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

FIXDUCON

−2.4%Year to date−1.4%

4.9%Yield4.8%

−2.2%Past year−0.9%

0.65%Fee0.86%

2–2level

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$806B

0–0level

End-of-day Nov 13, 2026

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UCON and FIXD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two