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FTBI vs FPX
First Trust Balanced Income ETF vs First Trust US Equity Opportunities ETF
Key differences
- FPX costs 0.40% less per year.
- FPX is significantly larger than FTBI — larger funds tend to be more liquid and less likely to close.
- FTBI is classified as mixed asset, while FPX is equity — different risk/return profiles.
- FPX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FTBI | FPX | |
|---|---|---|
| Annual cost (TER) | 0.97% | 0.57% |
| Fund size (AUM) | $20M | $1.3B |
| Since | 2025 | 2006 |
| Dividend yield | — | 0.52% |
| Asset class | mixed asset | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | N/A | +43.6% |
| CAGR 3Y | N/A | +32.8% |
| CAGR 5Y | N/A | +11.1% |
| Sharpe 3Y | N/A | 1.08 |
| Volatility 1Y | — | 23.17% |
| Max drawdown | -5.34% | -43.14% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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