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FTCB vs ZTRE

First Trust Core Investment Grade ETF vs F/M 3-Year Investment Grade Corporate Bond ETF

FTCB

First Trust Core Investment Grade ETF

First Trust

Annual cost

0.56%

Fund size

$2.4B

ZTRE

F/M 3-Year Investment Grade Corporate Bond ETF

F/m investments, LLC

Annual cost

0.15%

Fund size

$41M

Key differences

  • ZTRE costs 0.41% less per year.
  • FTCB is significantly larger than ZTRE — larger funds tend to be more liquid and less likely to close.
  • FTCB follows a active selection strategy; ZTRE uses index tracking.

Side-by-side comparison

FTCBZTRE
Annual cost (TER)0.56%0.15%
Fund size (AUM)$2.4B$41M
Since20232024
Dividend yield4.85%4.63%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+6.7%+4.5%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y4.11%1.90%
Max drawdown-4.99%-1.45%

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

Similar to FTCB and ZTRE