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FIXD
+0.26 · +0.59%
$44.38 · NASDAQ

First Trust TCW Opportunistic Fixed Income ETF (FIXD) ETF Analysis | Intermediate Core-Plus Bond

First Trust · USA
AUM:$3.5B
#– of – in Intermediate Core-Plus Bond ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 7.8% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.65% — moderate cost. Consider how fees compound over long holding periods.

What is FIXD?

The fund pursues its objective by investing at least 80% of its net assets (including investment borrowings) in fixed income securities. It may invest up to 35% of its net assets in corporate, non-U.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Positive 1-Year Return
FIXD returned 7.8% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.65%. Consider how fees compound over a long holding period.
Broadly Diversified
Top 10 holdings represent just 0.4% of the ETF — exposure spread across many positions.
ETF Information
AUM$3.5B
Expense Ratio0.65%
Dividend Yield4.54%
Holdings1
Inception DateFeb 2017
Domicile–
Distribution–
Index–
ProviderFirst Trust
Beta1.12
CategoryIntermediate Core-Plus Bond
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-3.9%
1Y
+0.5%
3Y
+11.4%
5Y
-4.9%
OpenBook InsightIf you had invested £10,000 in FIXD 5 years ago, it would have fallen to £9,511 — a loss of £489.

Annual Returns

Calendar year performance

FIXD delivered positive returns in 3 of the last 5 calendar years.
YearFIXD
2026 YTD-2.1%
2025+8.3%
2024+1.3%
2023+5.1%
2022-14.4%
CAGR 4yr-0.3%
3/5 positive yearsAvg return: -0.4%Worst year: -14.4% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: NEGATIVE
Trend Strength
0%
Negative
Volatility
4.5%
Low
Momentum
-0.9%
30-day change
Support Level
42.75
Key floor
Key Insights
  • Price is currently below all major moving averages, indicating a weaker trend profile.
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
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