Skip to content
Beacon
Screener

UCON vs FTCB

First Trust Smith Unconstrained Plus Bond ETF vs First Trust Core Investment Grade ETF

UCON

First Trust Smith Unconstrained Plus Bond ETF

First Trust

Annual cost

0.86%

Fund size

$3.2B

FTCB

First Trust Core Investment Grade ETF

First Trust

Annual cost

0.56%

Fund size

$2.4B

Key differences

  • FTCB costs 0.30% less per year.
  • UCON has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

UCONFTCB
Annual cost (TER)0.86%0.56%
Fund size (AUM)$3.2B$2.4B
Since20182023
Dividend yield4.65%4.85%
Asset classfixed incomefixed income
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+6.1%+6.7%
CAGR 3Y+5.9%N/A
CAGR 5Y+2.8%N/A
Sharpe 3Y0.62N/A
Volatility 1Y3.00%4.11%
Max drawdown-15.31%-4.99%

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

Similar to UCON and FTCB