FQAL vs FTCB

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Quick Verdict

FQAL has a lower expense ratio. FQAL delivered stronger 1-year returns. FTCB offers more diversification with 330 holdings.

Side-by-Side Comparison

MetricFQALFTCB
Fund FamilyFidelity Investments (US)First Trust Portfolios (US)
Expense Ratio0.15%0.56%
AUM$1.2B$2.2B
Dividend Yield1.10%4.94%
Holdings Count130671
Inception Date2016-09-122023-11-07
Investment StyleLarge Cap BlendInvestment Grade Bond
1-Month Return+1.52%-0.05%
YTD Return+1.40%+0.00%
1-Year Return+15.18%+7.44%
3-Year Return+19.11%-
5-Year Return+14.01%-
10-Year Return--
Buy Score7455
Momentum Score4929
Value Score7456

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
454
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, FQAL or FTCB?

FQAL has an expense ratio of 0.15% while FTCB charges 0.56%. FQAL is the cheaper option, saving you money on management fees over time.

Do FQAL and FTCB hold the same stocks?

FQAL and FTCB share 0 common holdings with a 0.0% weight overlap. They hold 454 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, FQAL or FTCB?

Over the past year, FQAL returned +15.18% while FTCB returned +7.44%. FQAL outperformed over this period. Past performance does not guarantee future results.