Skip to content
Beacon
Screener

FTBI vs FTCB

First Trust Balanced Income ETF vs First Trust Core Investment Grade ETF

FTBI

First Trust Balanced Income ETF

First Trust

Annual cost

0.97%

Fund size

$20M

FTCB

First Trust Core Investment Grade ETF

First Trust

Annual cost

0.56%

Fund size

$2.4B

Key differences

  • FTCB costs 0.41% less per year.
  • FTCB is significantly larger than FTBI — larger funds tend to be more liquid and less likely to close.
  • FTBI is classified as mixed asset, while FTCB is fixed income — different risk/return profiles.
  • FTBI follows a index tracking strategy; FTCB uses active selection.

Side-by-side comparison

FTBIFTCB
Annual cost (TER)0.97%0.56%
Fund size (AUM)$20M$2.4B
Since20252023
Dividend yield4.85%
Asset classmixed assetfixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1YN/A+6.4%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y4.09%
Max drawdown-5.34%-4.99%

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

Similar to FTBI and FTCB