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FTCB vs SPSB

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

FTCB

First Trust Core Investment Grade ETF

First Trust

Annual cost

0.56%

Fund size

$2.4B

SPSB

State Street SPDR Portfolio Short Term Corporate Bond ETF

State Street Investment Management

Annual cost

0.04%

Fund size

$10.1B

Key differences

  • SPSB costs 0.52% less per year.
  • SPSB is significantly larger than FTCB — larger funds tend to be more liquid and less likely to close.
  • FTCB follows a active selection strategy; SPSB uses index tracking.
  • SPSB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FTCBSPSB
Annual cost (TER)0.56%0.04%
Fund size (AUM)$2.4B$10.1B
Since20232009
Dividend yield4.85%4.44%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+6.7%+4.6%
CAGR 3YN/A+5.3%
CAGR 5YN/A+2.7%
Sharpe 3YN/A1.00
Volatility 1Y4.11%1.32%
Max drawdown-4.99%-11.75%

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

Similar to FTCB and SPSB