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FTBI vs HISF

First Trust Balanced Income ETF vs First Trust High Income Strategic Focus ETF

FTBI

First Trust Balanced Income ETF

First Trust

Annual cost

0.97%

Fund size

$20M

HISF

First Trust High Income Strategic Focus ETF

First Trust

Annual cost

0.83%

Fund size

$91M

Key differences

  • HISF costs 0.14% less per year.
  • HISF is significantly larger than FTBI — larger funds tend to be more liquid and less likely to close.
  • FTBI is classified as mixed asset, while HISF is fixed income — different risk/return profiles.
  • HISF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FTBIHISF
Annual cost (TER)0.97%0.83%
Fund size (AUM)$20M$91M
Since20252014
Dividend yield4.94%
Asset classmixed assetfixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1YN/A+6.1%
CAGR 3YN/A+4.7%
CAGR 5YN/A+1.7%
Sharpe 3YN/A0.28
Volatility 1Y3.36%
Max drawdown-5.34%-27.86%

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

Similar to FTBI and HISF