SMTH vs FIXD

ASMTH

BFIXD

Measures won3–1SMTH wins · of 6 · 5Y

$10,000 · 5Y$9,806AGG · FIXD $9,516

Lowest cost0.03%AGG · $3 on $10k

Most income4.87%FIXD · $487 on $10k

Smallest drop−4.6%AGG · worst fall in 1Y

Held in common0.1%SMTH and FIXD

ALPS Funds Smith Core Plus Bond ETF · $3.7BFirst Trust Smith Opportunistic Fixed Income ETF · $2.8B

[…]3 years · per year[…] · $11,314+4.2%

[…]5 years · per year[…] · $9,516−1.0%

0.59%Expense ratio$59 · $65 on $10k · lower wins0.65%

4.47%12-mo yield$447 · $487 on $10k4.87%

Cards for this view

SMTH

ALPS Funds Smith Core Plus Bond

[…]

FIXD

First Trust Smith Opportunistic Fixed Income

$9,516

MeasureSMTHFIXD

Fee0.59%0.65%

Cost on $10k a year$59$65

Yield4.47%4.87%

5 years, per year[…]−1.0%

3 years, per year[…]+4.2%

Worst drop · 1Y−4.6%−5.4%

Volatility · 1Y4.0%

#
1	AGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.18%	−0.6%	−1.4%	−1.3%	+4.3%	−0.4%	−4.6%	$138.0B
2	BFIXD	First Trust Smith Opportunistic Fixed Income ETFRead Desk	0.65%	4.87%	−0.7%	−2.3%	−2.2%	+4.2%	−1.0%	−5.4%	$2.8B
3	ASMTH	ALPS Funds Smith Core Plus Bond ETFRead Desk	0.59%	4.47%	−0.7%	−1.5%	−1.4%	new	new	−4.6%	$3.7B

#
1	AGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.18%	−0.6%	−1.4%	−1.3%	+4.3%	−0.4%	−4.6%	$138.0B
2	BFIXD	First Trust Smith Opportunistic Fixed Income ETFRead Desk	0.65%	4.87%	−0.7%	−2.3%	−2.2%	+4.2%	−1.0%	−5.4%	$2.8B
3	ASMTH	ALPS Funds Smith Core Plus Bond ETFRead Desk	0.59%	4.47%	−0.7%	−1.5%	−1.4%	new	new	−4.6%	$3.7B

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