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LALT vs FTBI

First Trust Multi-Strategy Alternative ETF vs First Trust Balanced Income ETF

LALT

First Trust Multi-Strategy Alternative ETF

Annual cost

1.18%

Fund size

$65M

FTBI

First Trust Balanced Income ETF

Annual cost

0.97%

Fund size

$20M

Key differences

LALT is an alternative ETF, while FTBI is a mixed asset ETF. LALT charges 1.18% a year and FTBI 0.97%.

  • LALT is an alternative fund, while FTBI is a mixed asset fund. They carry different risk/return profiles.
  • LALT follows a multi strategy strategy; FTBI uses index tracking.
  • FTBI costs 0.21% less per year.
  • LALT is much larger than FTBI. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

LALTFTBI
Annual cost (TER)1.18%0.97%
Fund size (AUM)$65M$20M
Since20232025
Dividend yield3.68%7.31%
Asset classalternativemixed asset
Regionglobal
Strategymulti strategyindex tracking
CAGR 1Y+19.2%+15.8%
CAGR 3Y+10.1%N/A
CAGR 5YN/AN/A
Sharpe 3Y1.04N/A
Volatility 1Y7.01%7.46%
Max drawdown-6.96%-5.34%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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