Screener
FCEF vs FTCB
First Trust Income Opportunity ETF vs First Trust Core Investment Grade ETF
Key differences
- FTCB costs 3.13% less per year.
- FTCB is significantly larger than FCEF — larger funds tend to be more liquid and less likely to close.
- FCEF is classified as mixed asset, while FTCB is fixed income — different risk/return profiles.
- FCEF has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FCEF | FTCB | |
|---|---|---|
| Annual cost (TER) | 3.69% | 0.56% |
| Fund size (AUM) | $75M | $2.4B |
| Since | 2016 | 2023 |
| Dividend yield | 6.24% | 4.85% |
| Asset class | mixed asset | fixed income |
| Region | — | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +18.7% | +6.4% |
| CAGR 3Y | +16.1% | N/A |
| CAGR 5Y | +6.5% | N/A |
| Sharpe 3Y | 1.19 | N/A |
| Volatility 1Y | 7.84% | 4.09% |
| Max drawdown | -44.81% | -4.99% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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