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LGOV vs FTCB

First Trust Long Duration Opportunities ETF vs First Trust Core Investment Grade ETF

LGOV

First Trust Long Duration Opportunities ETF

Annual cost

0.49%

Fund size

$664M

FTCB

First Trust Core Investment Grade ETF

Annual cost

0.56%

Fund size

$2.5B

Key differences

Both LGOV and FTCB are fixed income ETFs. LGOV charges 0.49% a year and FTCB 0.56%. The main difference: LGOV follows a index tracking strategy; FTCB uses active selection.

  • LGOV follows a index tracking strategy; FTCB uses active selection.
  • LGOV costs 0.07% less per year.
  • FTCB is much larger than LGOV. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

LGOVFTCB
Annual cost (TER)0.49%0.56%
Fund size (AUM)$664M$2.5B
Since20192023
Dividend yield4.25%4.90%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+5.5%+5.7%
CAGR 3Y+2.8%N/A
CAGR 5Y-1.7%N/A
Sharpe 3Y-0.04N/A
Volatility 1Y7.02%4.03%
Max drawdown-30.85%-4.99%

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

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