FTCB vs MFEM

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Quick Verdict

MFEM has a lower expense ratio. MFEM delivered stronger 1-year returns. MFEM offers more diversification with 772 holdings.

Side-by-Side Comparison

MetricFTCBMFEM
Fund FamilyFirst Trust Portfolios (US)PIMCO (US)
Expense Ratio0.56%0.49%
AUM$2.2B$127M
Dividend Yield4.94%2.32%
Holdings Count671772
Inception Date2023-11-072017-08-31
Investment StyleInvestment Grade BondLarge Cap Value
1-Month Return-0.05%+9.42%
YTD Return+0.00%+7.98%
1-Year Return+7.44%+37.08%
3-Year Return-+15.74%
5-Year Return-+7.46%
10-Year Return--
Buy Score5568
Momentum Score2979
Value Score5653

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 MFEM?

FTCB has an expense ratio of 0.56% while MFEM charges 0.49%. MFEM is the cheaper option, saving you money on management fees over time.

Do FTCB and MFEM hold the same stocks?

FTCB and MFEM 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 MFEM?

Over the past year, FTCB returned +7.44% while MFEM returned +37.08%. MFEM outperformed over this period. Past performance does not guarantee future results.