FTCB vs GTOS

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Quick Verdict

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

Side-by-Side Comparison

MetricFTCBGTOS
Fund FamilyFirst Trust Portfolios (US)Invesco (US)
Expense Ratio0.56%0.30%
AUM$2.2B$119M
Dividend Yield4.94%4.73%
Holdings Count671508
Inception Date2023-11-072022-12-09
Investment StyleInvestment Grade BondShort Term High Yield Bond
1-Month Return-0.05%+0.09%
YTD Return+0.00%+0.04%
1-Year Return+7.44%+5.29%
3-Year Return-+4.99%
5-Year Return--
10-Year Return--
Buy Score5552
Momentum Score2926
Value Score56-

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, FTCB or GTOS?

FTCB has an expense ratio of 0.56% while GTOS charges 0.30%. GTOS is the cheaper option, saving you money on management fees over time.

Do FTCB and GTOS hold the same stocks?

FTCB and GTOS 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, FTCB or GTOS?

Over the past year, FTCB returned +7.44% while GTOS returned +5.29%. FTCB outperformed over this period. Past performance does not guarantee future results.