FTCB vs IG

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Quick Verdict

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

Side-by-Side Comparison

MetricFTCBIG
Fund FamilyFirst Trust Portfolios (US)Principal Funds
Expense Ratio0.56%0.19%
AUM$2.2B$166M
Dividend Yield4.94%4.97%
Holdings Count671231
Inception Date2023-11-072018-04-18
Investment StyleInvestment Grade BondLong Term Mid Quality
1-Month Return-0.05%+0.38%
YTD Return+0.00%+0.43%
1-Year Return+7.44%+7.39%
3-Year Return-+4.29%
5-Year Return--0.34%
10-Year Return--
Buy Score5570
Momentum Score2935
Value Score5658

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 IG?

FTCB has an expense ratio of 0.56% while IG charges 0.19%. IG is the cheaper option, saving you money on management fees over time.

Do FTCB and IG hold the same stocks?

FTCB and IG 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 IG?

Over the past year, FTCB returned +7.44% while IG returned +7.39%. FTCB outperformed over this period. Past performance does not guarantee future results.