FTCB vs IG
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FTCB vs IG
First Trust Core Investment Grade ETF vs Principal Investment Grade Corporate ETF
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Quick Verdict
IG has a lower expense ratio. IG delivered stronger 1-year returns. FTCB offers more diversification with 331 holdings.
Side-by-Side Comparison
| Metric | FTCB | IG |
|---|---|---|
| Fund Family | First Trust Portfolios (US) | Principal Funds |
| Expense Ratio | 0.56% | 0.19% |
| AUM | $2.5B | $200M |
| Dividend Yield | 5.28% | 5.07% |
| Holdings Count | 721 | 248 |
| Inception Date | 2023-11-07 | 2018-04-18 |
| Investment Style | Investment Grade Bond | Long Term Mid Quality |
| 1-Month Return | -0.14% | +0.20% |
| YTD Return | -1.56% | +1.20% |
| 1-Year Return | +1.74% | +4.67% |
| 3-Year Return | - | +5.34% |
| 5-Year Return | - | -0.02% |
| 10-Year Return | - | - |
| Buy Score | 53 | 71 |
| Momentum Score | 16 | 30 |
| Value Score | - | 52 |
Holdings Overlap
0.6%
Weight Overlap
4
Shared Holdings
472
Total Unique
Top Shared Holdings
| Ticker | FTCB Weight | IG Weight |
|---|---|---|
| BA 5.805 05/01/50 | 0.14% | 1.26% |
| CITSEC 5.5 06/18/30 | 0.19% | 0.78% |
| MARS 5.7 05/01/55 14 | 0.17% | 0.75% |
| ZION V4.704 08/18/28 | 0.17% | 0.11% |
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 4 common holdings with a 0.6% weight overlap. They hold 472 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 +1.74% while IG returned +4.67%. IG outperformed over this period. Past performance does not guarantee future results.