ELCV vs FTCB

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Quick Verdict

ELCV has a lower expense ratio. FTCB offers more diversification with 671 holdings.

Side-by-Side Comparison

MetricELCVFTCB
Fund FamilyEventideFirst Trust Portfolios (US)
Expense Ratio0.49%0.56%
AUM$167M$2.2B
Dividend Yield2.08%4.94%
Holdings Count47671
Inception Date2024-09-302023-11-07
Investment StyleLarge Cap BlendInvestment Grade Bond
1-Month Return+5.84%-0.05%
YTD Return+4.34%+0.00%
1-Year Return-+7.44%
3-Year Return--
5-Year Return--
10-Year Return--
Buy Score6555
Momentum Score7329
Value Score4656

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
0
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, ELCV or FTCB?

ELCV has an expense ratio of 0.49% while FTCB charges 0.56%. ELCV is the cheaper option, saving you money on management fees over time.

Do ELCV and FTCB hold the same stocks?

ELCV and FTCB share 0 common holdings with a 0.0% weight overlap. They hold 0 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, ELCV or FTCB?

Historical return data is not currently available for comparison.