Screener
FTBI vs INCM
First Trust Balanced Income ETF vs Franklin Income Focus ETF
Key differences
- INCM costs 0.59% less per year.
- INCM is significantly larger than FTBI — larger funds tend to be more liquid and less likely to close.
- FTBI is classified as mixed asset, while INCM is alternative — different risk/return profiles.
- FTBI covers north america markets; INCM covers emerging markets.
- FTBI follows a index tracking strategy; INCM uses multi strategy.
Side-by-side comparison
| FTBI | INCM | |
|---|---|---|
| Annual cost (TER) | 0.97% | 0.38% |
| Fund size (AUM) | $20M | $1.5B |
| Since | 2025 | 2023 |
| Dividend yield | — | 5.04% |
| Asset class | mixed asset | alternative |
| Region | north america | emerging markets |
| Strategy | index tracking | multi strategy |
| CAGR 1Y | N/A | +17.4% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | — | 5.28% |
| Max drawdown | -5.34% | -7.84% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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