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HISF vs FTBI
First Trust High Income Strategic Focus ETF vs First Trust Balanced Income ETF
Key differences
- HISF costs 0.14% less per year.
- HISF is significantly larger than FTBI — larger funds tend to be more liquid and less likely to close.
- HISF is classified as fixed income, while FTBI is mixed asset — different risk/return profiles.
- HISF has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| HISF | FTBI | |
|---|---|---|
| Annual cost (TER) | 0.83% | 0.97% |
| Fund size (AUM) | $91M | $20M |
| Since | 2014 | 2025 |
| Dividend yield | 4.94% | — |
| Asset class | fixed income | mixed asset |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +6.1% | N/A |
| CAGR 3Y | +4.7% | N/A |
| CAGR 5Y | +1.7% | N/A |
| Sharpe 3Y | 0.28 | N/A |
| Volatility 1Y | 3.36% | — |
| Max drawdown | -27.86% | -5.34% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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