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ZTRE vs FTCB

F/M 3-Year Investment Grade Corporate Bond ETF vs First Trust Core Investment Grade ETF

ZTRE

F/M 3-Year Investment Grade Corporate Bond ETF

F/m investments, LLC

Annual cost

0.15%

Fund size

$41M

FTCB

First Trust Core Investment Grade ETF

First Trust

Annual cost

0.56%

Fund size

$2.4B

Key differences

  • ZTRE costs 0.41% less per year.
  • FTCB is significantly larger than ZTRE — larger funds tend to be more liquid and less likely to close.
  • ZTRE follows a index tracking strategy; FTCB uses active selection.

Side-by-side comparison

ZTREFTCB
Annual cost (TER)0.15%0.56%
Fund size (AUM)$41M$2.4B
Since20242023
Dividend yield4.63%4.85%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+4.5%+6.7%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y1.90%4.11%
Max drawdown-1.45%-4.99%

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

Similar to ZTRE and FTCB