ELCV vs FTCB

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Quick Verdict

ELCV has a lower expense ratio. FTCB offers more diversification with 330 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
375
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 375 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.