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FTBI vs FTSM
First Trust Balanced Income ETF vs First Trust Enhanced Short Maturity ETF
Key differences
- FTSM costs 0.68% less per year.
- FTSM is significantly larger than FTBI — larger funds tend to be more liquid and less likely to close.
- FTBI is classified as mixed asset, while FTSM is fixed income — different risk/return profiles.
- FTSM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FTBI | FTSM | |
|---|---|---|
| Annual cost (TER) | 0.97% | 0.29% |
| Fund size (AUM) | $20M | $6.4B |
| Since | 2025 | 2014 |
| Dividend yield | — | 4.20% |
| Asset class | mixed asset | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | N/A | +4.3% |
| CAGR 3Y | N/A | +4.9% |
| CAGR 5Y | N/A | +3.5% |
| Sharpe 3Y | N/A | 2.51 |
| Volatility 1Y | — | 0.48% |
| Max drawdown | -5.34% | -4.12% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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