FTCB vs FTGS

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Quick Verdict

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

Side-by-Side Comparison

MetricFTCBFTGS
Fund FamilyFirst Trust Portfolios (US)First Trust Portfolios (US)
Expense Ratio0.56%0.60%
AUM$2.2B$1.2B
Dividend Yield4.94%0.16%
Holdings Count67151
Inception Date2023-11-072022-10-25
Investment StyleInvestment Grade BondLarge Cap Growth
1-Month Return-0.05%+1.50%
YTD Return+0.00%+1.44%
1-Year Return+7.44%+10.72%
3-Year Return-+18.08%
5-Year Return--
10-Year Return--
Buy Score5571
Momentum Score2947
Value Score5666

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
380
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, FTCB or FTGS?

FTCB has an expense ratio of 0.56% while FTGS charges 0.60%. FTCB is the cheaper option, saving you money on management fees over time.

Do FTCB and FTGS hold the same stocks?

FTCB and FTGS share 0 common holdings with a 0.0% weight overlap. They hold 380 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, FTCB or FTGS?

Over the past year, FTCB returned +7.44% while FTGS returned +10.72%. FTGS outperformed over this period. Past performance does not guarantee future results.