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FIXD vs. HLIPX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

FIXD vs. HLIPX

Last updated May 12, 2025

Compare and contrast key facts about First Trust TCW Opportunistic Fixed Income ETF (FIXD) and JPMorgan Core Plus Bond Fund (HLIPX).

FIXD is an actively managed fund by First Trust. It was launched on Feb 14, 2017. HLIPX is managed by JPMorgan Chase. It was launched on Mar 5, 1993.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIXD or HLIPX.

Correlation

The correlation between FIXD and HLIPX is 0.00. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.

Performance

FIXD vs. HLIPX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in First Trust TCW Opportunistic Fixed Income ETF (FIXD) and JPMorgan Core Plus Bond Fund (HLIPX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

FIXD:

6.87%

HLIPX:

0.00%

Max Drawdown

FIXD:

-0.64%

HLIPX:

-19.43%

Current Drawdown

FIXD:

-0.55%

HLIPX:

0.00%

Returns By Period

FIXD

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

HLIPX

YTD

0.00%

1M

0.00%

6M

0.00%

1Y

0.00%

5Y*

0.00%

10Y*

0.00%

*Annualized

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FIXD vs. HLIPX - Expense Ratio Comparison

FIXD has a 0.56% expense ratio, which is higher than HLIPX's 0.46% expense ratio.

FIXD
First Trust TCW Opportunistic Fixed Income ETF
HLIPX
JPMorgan Core Plus Bond Fund

Risk-Adjusted Performance

FIXD vs. HLIPX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
FIXD
The Risk-Adjusted Performance Rank of FIXD is 7171
Overall Rank
The Sharpe Ratio Rank of FIXD is 8282
Sharpe Ratio Rank
The Sortino Ratio Rank of FIXD is 8181
Sortino Ratio Rank
The Omega Ratio Rank of FIXD is 7575
Omega Ratio Rank
The Calmar Ratio Rank of FIXD is 5555
Calmar Ratio Rank
The Martin Ratio Rank of FIXD is 6464
Martin Ratio Rank
HLIPX
The Risk-Adjusted Performance Rank of HLIPX is 8080
Overall Rank
The Sharpe Ratio Rank of HLIPX is 8585
Sharpe Ratio Rank
The Sortino Ratio Rank of HLIPX is 8585
Sortino Ratio Rank
The Omega Ratio Rank of HLIPX is 8282
Omega Ratio Rank
The Calmar Ratio Rank of HLIPX is 7272
Calmar Ratio Rank
The Martin Ratio Rank of HLIPX is 7676
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

FIXD vs. HLIPX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for First Trust TCW Opportunistic Fixed Income ETF (FIXD) and JPMorgan Core Plus Bond Fund (HLIPX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

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Dividends

FIXD vs. HLIPX - Dividend Comparison

FIXD's dividend yield for the trailing twelve months is around 4.50%, while HLIPX has not paid dividends to shareholders.

TTM20242023202220212020201920182017201620152014
FIXD
First Trust TCW Opportunistic Fixed Income ETF		4.50%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
HLIPX
JPMorgan Core Plus Bond Fund		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

FIXD vs. HLIPX - Drawdown Comparison

The maximum FIXD drawdown since its inception was -0.64%, smaller than the maximum HLIPX drawdown of -19.43%. Use the drawdown chart below to compare losses from any high point for FIXD and HLIPX. For additional features, visit the drawdowns tool.

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Volatility

FIXD vs. HLIPX - Volatility Comparison

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