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FTBI vs YJUN

First Trust Balanced Income ETF vs FT Vest International Equity Moderate Buffer ETF – June

FTBI

First Trust Balanced Income ETF

First Trust

Annual cost

0.97%

Fund size

$20M

YJUN

FT Vest International Equity Moderate Buffer ETF – June

First Trust

Annual cost

0.90%

Fund size

$131M

Key differences

  • YJUN costs 0.07% less per year.
  • YJUN is significantly larger than FTBI — larger funds tend to be more liquid and less likely to close.
  • FTBI is classified as mixed asset, while YJUN is alternative — different risk/return profiles.
  • FTBI covers north america markets; YJUN covers global.
  • FTBI follows a index tracking strategy; YJUN uses structured outcome.

Side-by-side comparison

FTBIYJUN
Annual cost (TER)0.97%0.90%
Fund size (AUM)$20M$131M
Since20252021
Dividend yield0.00%
Asset classmixed assetalternative
Regionnorth americaglobal
Strategyindex trackingstructured outcome
CAGR 1YN/A+10.8%
CAGR 3YN/A+9.5%
CAGR 5YN/AN/A
Sharpe 3YN/A0.64
Volatility 1Y6.88%
Max drawdown-5.34%-21.53%

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

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