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FTBI vs MDIV
First Trust Balanced Income ETF vs Multi-Asset Diversified Income Index Fund
Key differences
- MDIV costs 0.26% less per year.
- MDIV is significantly larger than FTBI — larger funds tend to be more liquid and less likely to close.
- MDIV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FTBI | MDIV | |
|---|---|---|
| Annual cost (TER) | 0.97% | 0.71% |
| Fund size (AUM) | $20M | $417M |
| Since | 2025 | 2012 |
| Dividend yield | — | 6.13% |
| Asset class | mixed asset | mixed asset |
| Region | north america | — |
| Strategy | index tracking | index tracking |
| CAGR 1Y | N/A | +13.2% |
| CAGR 3Y | N/A | +12.1% |
| CAGR 5Y | N/A | +6.4% |
| Sharpe 3Y | N/A | 0.92 |
| Volatility 1Y | — | 6.71% |
| Max drawdown | -5.34% | -48.50% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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