FTCB vs HFXI

vs

Quick Verdict

HFXI has a lower expense ratio. HFXI delivered stronger 1-year returns. HFXI offers more diversification with 761 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
1091
Total Unique

Sector Allocation

Loading chart...

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 1091 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.