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FTBI vs FIIG

First Trust Balanced Income ETF vs First Trust Intermediate Duration Investment Grade Corporate ETF

FTBI

First Trust Balanced Income ETF

First Trust

Annual cost

0.97%

Fund size

$20M

FIIG

First Trust Intermediate Duration Investment Grade Corporate ETF

First Trust Advisors L.P.

Annual cost

0.49%

Fund size

$671M

Key differences

  • FIIG costs 0.48% less per year.
  • FIIG is significantly larger than FTBI — larger funds tend to be more liquid and less likely to close.
  • FTBI is classified as mixed asset, while FIIG is fixed income — different risk/return profiles.

Side-by-side comparison

FTBIFIIG
Annual cost (TER)0.97%0.49%
Fund size (AUM)$20M$671M
Since20252023
Dividend yield4.64%
Asset classmixed assetfixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1YN/A+6.3%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y4.67%
Max drawdown-5.34%-5.50%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to FTBI and FIIG