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FTBI vs XCOR
First Trust Balanced Income ETF vs Fundx ETF
Key differences
- FTBI costs 0.18% less per year.
- XCOR is significantly larger than FTBI — larger funds tend to be more liquid and less likely to close.
- FTBI is classified as mixed asset, while XCOR is equity — different risk/return profiles.
- FTBI follows a index tracking strategy; XCOR uses active selection.
- XCOR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FTBI | XCOR | |
|---|---|---|
| Annual cost (TER) | 0.97% | 1.15% |
| Fund size (AUM) | $20M | $180M |
| Since | 2025 | 2001 |
| Dividend yield | — | 0.41% |
| Asset class | mixed asset | equity |
| Region | north america | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | N/A | +29.1% |
| CAGR 3Y | N/A | +22.9% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 1.08 |
| Volatility 1Y | — | 12.85% |
| Max drawdown | -5.34% | -22.54% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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