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 330 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
430
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 430 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.