Screener
XCOR vs FTBI
Fundx ETF vs First Trust Balanced Income ETF
Key differences
- FTBI costs 0.18% less per year.
- XCOR is significantly larger than FTBI — larger funds tend to be more liquid and less likely to close.
- XCOR is classified as equity, while FTBI is mixed asset — different risk/return profiles.
- XCOR follows a active selection strategy; FTBI uses index tracking.
- XCOR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| XCOR | FTBI | |
|---|---|---|
| Annual cost (TER) | 1.15% | 0.97% |
| Fund size (AUM) | $180M | $20M |
| Since | 2001 | 2025 |
| Dividend yield | 0.41% | — |
| Asset class | equity | mixed asset |
| Region | — | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +29.1% | N/A |
| CAGR 3Y | +22.9% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.08 | N/A |
| Volatility 1Y | 12.85% | — |
| Max drawdown | -22.54% | -5.34% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to XCOR and FTBI
Explore further