FTCB vs HFXI

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Quick Verdict

HFXI has a lower expense ratio. HFXI delivered stronger 1-year returns. HFXI offers more diversification with 843 holdings.

Side-by-Side Comparison

MetricFTCBHFXI
Fund FamilyFirst Trust Portfolios (US)INDEXIQ ETF TRUST
Expense Ratio0.56%0.20%
AUM$2.2B$1.4B
Dividend Yield4.94%3.71%
Holdings Count671843
Inception Date2023-11-072015-07-22
Investment StyleInvestment Grade BondLarge Cap Blend
1-Month Return-0.05%+5.82%
YTD Return+0.00%+5.09%
1-Year Return+7.44%+28.39%
3-Year Return-+17.20%
5-Year Return-+12.06%
10-Year Return-+10.56%
Buy Score5576
Momentum Score2971
Value Score5664

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 HFXI?

FTCB has an expense ratio of 0.56% while HFXI charges 0.20%. HFXI is the cheaper option, saving you money on management fees over time.

Do FTCB and HFXI hold the same stocks?

FTCB and HFXI 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 HFXI?

Over the past year, FTCB returned +7.44% while HFXI returned +28.39%. HFXI outperformed over this period. Past performance does not guarantee future results.