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Screener

FTCB vs SPBO

First Trust Core Investment Grade ETF vs State Street SPDR Portfolio Corporate Bond ETF

FTCB

First Trust Core Investment Grade ETF

First Trust

Annual cost

0.56%

Fund size

$2.4B

SPBO

State Street SPDR Portfolio Corporate Bond ETF

State Street Investment Management

Annual cost

0.03%

Fund size

$2.0B

Key differences

  • SPBO costs 0.53% less per year.
  • FTCB covers north america markets; SPBO covers global.
  • FTCB follows a active selection strategy; SPBO uses index tracking.
  • SPBO has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FTCBSPBO
Annual cost (TER)0.56%0.03%
Fund size (AUM)$2.4B$2.0B
Since20232011
Dividend yield4.85%5.12%
Asset classfixed incomefixed income
Regionnorth americaglobal
Strategyactive selectionindex tracking
CAGR 1Y+6.7%+7.2%
CAGR 3YN/A+5.7%
CAGR 5YN/A+0.9%
Sharpe 3YN/A0.36
Volatility 1Y4.11%4.45%
Max drawdown-4.99%-22.04%

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

Similar to FTCB and SPBO