Screener
FTBI vs FCEF
First Trust Balanced Income ETF vs First Trust Income Opportunity ETF
Key differences
- FTBI costs 2.72% less per year.
- FCEF is significantly larger than FTBI — larger funds tend to be more liquid and less likely to close.
- FTBI follows a index tracking strategy; FCEF uses active selection.
- FCEF has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FTBI | FCEF | |
|---|---|---|
| Annual cost (TER) | 0.97% | 3.69% |
| Fund size (AUM) | $20M | $75M |
| Since | 2025 | 2016 |
| Dividend yield | — | 6.24% |
| Asset class | mixed asset | mixed asset |
| Region | north america | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | N/A | +18.7% |
| CAGR 3Y | N/A | +16.1% |
| CAGR 5Y | N/A | +6.5% |
| Sharpe 3Y | N/A | 1.19 |
| Volatility 1Y | — | 7.84% |
| Max drawdown | -5.34% | -44.81% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to FTBI and FCEF
Explore further