FTCB vs IGBH

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Quick Verdict

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

Side-by-Side Comparison

MetricFTCBIGBH
Fund FamilyFirst Trust Portfolios (US)iShares by BlackRock (US)
Expense Ratio0.56%0.14%
AUM$2.2B$174M
Dividend Yield4.94%6.09%
Holdings Count671274
Inception Date2023-11-072015-07-22
Investment StyleInvestment Grade BondUltrashort Term Bond
1-Month Return-0.05%+0.89%
YTD Return+0.00%+0.85%
1-Year Return+7.44%+7.33%
3-Year Return-+7.78%
5-Year Return-+5.04%
10-Year Return-+4.61%
Buy Score5560
Momentum Score2941
Value Score5663

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 IGBH?

FTCB has an expense ratio of 0.56% while IGBH charges 0.14%. IGBH is the cheaper option, saving you money on management fees over time.

Do FTCB and IGBH hold the same stocks?

FTCB and IGBH 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 IGBH?

Over the past year, FTCB returned +7.44% while IGBH returned +7.33%. FTCB outperformed over this period. Past performance does not guarantee future results.