FTCB vs HCOM

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Quick Verdict

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

Side-by-Side Comparison

MetricFTCBHCOM
Fund FamilyFirst Trust Portfolios (US)Hartford Funds
Expense Ratio0.56%0.59%
AUM$2.2B$9M
Dividend Yield4.94%10.95%
Holdings Count67155
Inception Date2023-11-072021-09-14
Investment StyleInvestment Grade BondCommodities
1-Month Return-0.05%-1.05%
YTD Return+0.00%+4.57%
1-Year Return+7.44%+2.31%
3-Year Return--5.19%
5-Year Return--
10-Year Return--
Buy Score5560
Momentum Score2955
Value Score-65

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
330
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, FTCB or HCOM?

FTCB has an expense ratio of 0.56% while HCOM charges 0.59%. FTCB is the cheaper option, saving you money on management fees over time.

Do FTCB and HCOM hold the same stocks?

FTCB and HCOM share 0 common holdings with a 0.0% weight overlap. They hold 330 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, FTCB or HCOM?

Over the past year, FTCB returned +7.44% while HCOM returned +2.31%. FTCB outperformed over this period. Past performance does not guarantee future results.