FIIG vs FINS
First Trust Intermediate Duration Investment Grade Corporate ETF vs Angel Oak Financial Strategies Income Term Trust
Which is better, FIIG or FINS?
FINS has been ahead.
FINS led over 1Y, 3Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | FIIG | FINS |
|---|---|---|
| Expense Ratio | 0.49% | - |
| AUM | $628M | $434M |
| Dividend Yield | 5.26% | 10.60% |
| Holdings | 471 | 242 |
| YTD Return | -3.13% | -2.43%Best |
| 1Y Return | -3.25% | +0.95%Best |
| 3Y Return (annualized) | +5.42% | +10.09%Best |
| 5Y Return (annualized) | - | +2.59% |
| Volatility (annualized) | 6.4%Best | 6.9% |
| Max Drawdown | -5.5%Best | -10.8% |
| $10,000 over 3.2 years | $11,435 | $14,058Best |
| Fund Family | First Trust Portfolios (US) | Angel Oak Capital Advisors |
| Category | Fixed Income | Fixed Income |
| Inception | Aug 2, 2023 | May 29, 2019 |
Not shown on this pair: Top 10 Weight, Style.
Volatility and max drawdown, and the $10,000 over 3.2 years row, are measured over the window both funds cover: Aug 3, 2023 to Oct 14, 2026 (3.2 years).
FIIG vs FINS growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 3.2 years both funds cover.
FIIG vs FINS Performance
First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) is an ETF from First Trust Portfolios (US) and Angel Oak Financial Strategies Income Term Trust (FINS) is an ETF from Angel Oak Capital Advisors. Over the past year FIIG returned -3.25% while FINS returned +0.95%. Year to date, FIIG is down 3.13% versus a loss of 2.43% for FINS.
Over three years, FIIG compounded at +5.42% per year against +10.09% for FINS.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
FINS has been the more volatile fund, with annualized monthly volatility of 6.9% compared with 6.4% for FIIG. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -5.5% for FIIG and -10.8% for FINS. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.36. They move together some of the time, and apart the rest.
You are not choosing between two funds in isolation.
Whichever of FIIG and FINS you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which performed better, FIIG or FINS?
Over the past year FIIG returned -3.25% vs +0.95% for FINS, so FINS leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, FIIG or FINS?
FINS has been the more volatile fund at 6.9% annualized versus 6.4% for FIIG. Worst drawdown: FIIG -5.5% vs FINS -10.8%.
Should I hold both FIIG and FINS?
FIIG and FINS have a monthly-return correlation of 0.36, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, FIIG or FINS?
FIIG yields 5.26% while FINS yields 10.60%, so FINS currently pays the higher dividend yield.
Is FINS better than FIIG?
FINS led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.