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 671 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
0
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 0 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.