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FTBI vs IYLD
First Trust Balanced Income ETF vs iShares Morningstar Multi-Asset Income ETF
Key differences
- IYLD costs 0.47% less per year.
- IYLD is significantly larger than FTBI — larger funds tend to be more liquid and less likely to close.
- FTBI follows a index tracking strategy; IYLD uses active selection.
- IYLD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FTBI | IYLD | |
|---|---|---|
| Annual cost (TER) | 0.97% | 0.50% |
| Fund size (AUM) | $20M | $129M |
| Since | 2025 | 2012 |
| Dividend yield | — | 4.55% |
| Asset class | mixed asset | mixed asset |
| Region | north america | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | N/A | +14.6% |
| CAGR 3Y | N/A | +11.0% |
| CAGR 5Y | N/A | +3.8% |
| Sharpe 3Y | N/A | 1.12 |
| Volatility 1Y | — | 5.77% |
| Max drawdown | -5.34% | -30.23% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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