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FTBI vs LGOV

First Trust Balanced Income ETF vs First Trust Long Duration Opportunities ETF

FTBI

First Trust Balanced Income ETF

First Trust

Annual cost

0.97%

Fund size

$20M

LGOV

First Trust Long Duration Opportunities ETF

First Trust

Annual cost

0.49%

Fund size

$664M

Key differences

  • LGOV costs 0.48% less per year.
  • LGOV is significantly larger than FTBI — larger funds tend to be more liquid and less likely to close.
  • FTBI is classified as mixed asset, while LGOV is fixed income — different risk/return profiles.
  • LGOV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FTBILGOV
Annual cost (TER)0.97%0.49%
Fund size (AUM)$20M$664M
Since20252019
Dividend yield4.21%
Asset classmixed assetfixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1YN/A+6.4%
CAGR 3YN/A+2.0%
CAGR 5YN/A-1.7%
Sharpe 3YN/A-0.13
Volatility 1Y6.99%
Max drawdown-5.34%-30.85%

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

Similar to FTBI and LGOV