Screener
FTCB vs FTBI
First Trust Core Investment Grade ETF vs First Trust Balanced Income ETF
Key differences
FTCB is a fixed income ETF, while FTBI is a mixed asset ETF. FTCB charges 0.56% a year and FTBI 0.97%.
- FTCB is a fixed income fund, while FTBI is a mixed asset fund. They carry different risk/return profiles.
- FTCB follows a active selection strategy; FTBI uses index tracking.
- FTCB costs 0.41% less per year.
- FTCB is much larger than FTBI. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| FTCB | FTBI | |
|---|---|---|
| Annual cost (TER) | 0.56% | 0.97% |
| Fund size (AUM) | $2.5B | $20M |
| Since | 2023 | 2025 |
| Dividend yield | 4.90% | 7.31% |
| Asset class | fixed income | mixed asset |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +5.2% | +15.8% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 4.03% | 7.29% |
| Max drawdown | -4.99% | -5.34% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.