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FTBI vs SCIO

First Trust Balanced Income ETF vs First Trust Structured Credit Income Opportunities ETF

FTBI

First Trust Balanced Income ETF

First Trust

Annual cost

0.97%

Fund size

$20M

SCIO

First Trust Structured Credit Income Opportunities ETF

First Trust

Annual cost

0.70%

Fund size

$357M

Key differences

  • SCIO costs 0.27% less per year.
  • SCIO is significantly larger than FTBI — larger funds tend to be more liquid and less likely to close.
  • FTBI is classified as mixed asset, while SCIO is alternative — different risk/return profiles.
  • FTBI follows a index tracking strategy; SCIO uses multi strategy.

Side-by-side comparison

FTBISCIO
Annual cost (TER)0.97%0.70%
Fund size (AUM)$20M$357M
Since20252024
Dividend yield6.09%
Asset classmixed assetalternative
Regionnorth americanorth america
Strategyindex trackingmulti strategy
CAGR 1YN/A+7.7%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y3.83%
Max drawdown-5.34%-1.72%

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

Similar to FTBI and SCIO