FTCB vs HUSV

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Quick Verdict

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

Side-by-Side Comparison

MetricFTCBHUSV
Fund FamilyFirst Trust Portfolios (US)First Trust Portfolios (US)
Expense Ratio0.56%0.70%
AUM$2.2B$75M
Dividend Yield4.94%1.31%
Holdings Count671102
Inception Date2023-11-072016-08-24
Investment StyleInvestment Grade BondLarge Cap Blend
1-Month Return-0.05%+1.97%
YTD Return+0.00%+2.44%
1-Year Return+7.44%+3.07%
3-Year Return-+7.82%
5-Year Return-+8.85%
10-Year Return--
Buy Score5568
Momentum Score2946
Value Score5648

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 HUSV?

FTCB has an expense ratio of 0.56% while HUSV charges 0.70%. FTCB is the cheaper option, saving you money on management fees over time.

Do FTCB and HUSV hold the same stocks?

FTCB and HUSV 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 HUSV?

Over the past year, FTCB returned +7.44% while HUSV returned +3.07%. FTCB outperformed over this period. Past performance does not guarantee future results.