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 693 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
1023
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 1023 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.