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BRTR vs FTCB

iShares Total Return Active ETF vs First Trust Core Investment Grade ETF

BRTR

iShares Total Return Active ETF

Annual cost

0.38%

Fund size

$663M

FTCB

First Trust Core Investment Grade ETF

Annual cost

0.56%

Fund size

$2.5B

Key differences

Both BRTR and FTCB are fixed income ETFs. BRTR charges 0.38% a year and FTCB 0.56%. The main difference: BRTR costs 0.18% less per year.

  • BRTR costs 0.18% less per year.
  • FTCB is much larger than BRTR. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

BRTRFTCB
Annual cost (TER)0.38%0.56%
Fund size (AUM)$663M$2.5B
Since20232023
Dividend yield4.65%4.90%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+5.6%+5.7%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y3.64%4.03%
Max drawdown-5.07%-4.99%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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