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FTSM vs FTCB

First Trust Enhanced Short Maturity ETF vs First Trust Core Investment Grade ETF

FTSM

First Trust Enhanced Short Maturity ETF

First Trust

Annual cost

0.29%

Fund size

$6.4B

FTCB

First Trust Core Investment Grade ETF

First Trust

Annual cost

0.56%

Fund size

$2.4B

Key differences

  • FTSM costs 0.27% less per year.
  • FTSM follows a index tracking strategy; FTCB uses active selection.
  • FTSM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FTSMFTCB
Annual cost (TER)0.29%0.56%
Fund size (AUM)$6.4B$2.4B
Since20142023
Dividend yield4.20%4.85%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+4.3%+6.4%
CAGR 3Y+4.9%N/A
CAGR 5Y+3.5%N/A
Sharpe 3Y2.51N/A
Volatility 1Y0.48%4.09%
Max drawdown-4.12%-4.99%

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

Similar to FTSM and FTCB