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UFOX vs FTCB

Defiance Connective Technologies ETF vs First Trust Core Investment Grade ETF

UFOX

Defiance Connective Technologies ETF

Annual cost

0.30%

Fund size

$1.1B

FTCB

First Trust Core Investment Grade ETF

Annual cost

0.56%

Fund size

$2.5B

Key differences

UFOX is an equity ETF, while FTCB is a fixed income ETF. UFOX charges 0.30% a year and FTCB 0.56%.

  • UFOX is an equity fund, while FTCB is a fixed income fund. They carry different risk/return profiles.
  • UFOX follows a index tracking strategy; FTCB uses active selection.
  • UFOX costs 0.26% less per year.

Side-by-side comparison

UFOXFTCB
Annual cost (TER)0.30%0.56%
Fund size (AUM)$1.1B$2.5B
Since20192023
Dividend yield0.36%4.90%
Asset classequityfixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+96.7%+5.7%
CAGR 3Y+44.5%N/A
CAGR 5Y+21.8%N/A
Sharpe 3Y1.43N/A
Volatility 1Y27.78%4.03%
Max drawdown-33.90%-4.99%

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

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