FFLV vs FTCB

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Quick Verdict

FFLV has a lower expense ratio. FFLV delivered stronger 1-year returns. FTCB offers more diversification with 671 holdings.

Side-by-Side Comparison

MetricFFLVFTCB
Fund FamilyFidelity Investments (US)First Trust Portfolios (US)
Expense Ratio0.38%0.56%
AUM$16M$2.2B
Dividend Yield1.49%4.94%
Holdings Count132671
Inception Date2024-02-092023-11-07
Investment StyleLarge Cap ValueInvestment Grade Bond
1-Month Return+3.54%-0.05%
YTD Return+6.77%+0.00%
1-Year Return+20.71%+7.44%
3-Year Return--
5-Year Return--
10-Year Return--
Buy Score6655
Momentum Score7929
Value Score-56

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, FFLV or FTCB?

FFLV has an expense ratio of 0.38% while FTCB charges 0.56%. FFLV is the cheaper option, saving you money on management fees over time.

Do FFLV and FTCB hold the same stocks?

FFLV 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, FFLV or FTCB?

Over the past year, FFLV returned +20.71% while FTCB returned +7.44%. FFLV outperformed over this period. Past performance does not guarantee future results.