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FTCB vs LDSF

First Trust Core Investment Grade ETF vs First Trust Low Duration Strategic Focus ETF

FTCB

First Trust Core Investment Grade ETF

First Trust

Annual cost

0.56%

Fund size

$2.4B

LDSF

First Trust Low Duration Strategic Focus ETF

First Trust

Annual cost

0.77%

Fund size

$160M

Key differences

  • FTCB costs 0.21% less per year.
  • FTCB is significantly larger than LDSF — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

FTCBLDSF
Annual cost (TER)0.56%0.77%
Fund size (AUM)$2.4B$160M
Since20232019
Dividend yield4.85%4.61%
Asset classfixed incomefixed income
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+6.4%+5.3%
CAGR 3YN/A+5.2%
CAGR 5YN/A+2.4%
Sharpe 3YN/A0.55
Volatility 1Y4.09%2.05%
Max drawdown-4.99%-8.56%

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

Similar to FTCB and LDSF