FTCB vs NAN
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FTCB vs NAN
First Trust Core Investment Grade ETF vs Nuveen New York Quality Municipal Income Fund
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Quick Verdict
FTCB has a lower expense ratio. NAN delivered stronger 1-year returns. FTCB offers more diversification with 331 holdings.
Side-by-Side Comparison
| Metric | FTCB | NAN |
|---|---|---|
| Fund Family | First Trust Portfolios (US) | Nuveen |
| Expense Ratio | 0.56% | 3.77% |
| AUM | $2.5B | - |
| Dividend Yield | 5.28% | 7.50% |
| Holdings Count | 721 | 162 |
| Inception Date | 2023-11-07 | 1999-05-26 |
| Investment Style | Investment Grade Bond | Municipal New York |
| 1-Month Return | -0.14% | +1.67% |
| YTD Return | -1.56% | +4.39% |
| 1-Year Return | +1.74% | +11.20% |
| 3-Year Return | - | +3.43% |
| 5-Year Return | - | -0.93% |
| 10-Year Return | - | +3.35% |
| Buy Score | 53 | 43 |
| Momentum Score | 16 | 44 |
| Value Score | - | 20 |
Holdings Overlap
0.5%
Weight Overlap
1
Shared Holdings
409
Total Unique
Top Shared Holdings
| Ticker | FTCB Weight | NAN Weight |
|---|---|---|
| NY NYCGEN 5.5 05/01/ | 0.47% | 5.75% |
Sector Allocation
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Frequently Asked Questions
Which has lower fees, FTCB or NAN?
FTCB has an expense ratio of 0.56% while NAN charges 3.77%. FTCB is the cheaper option, saving you money on management fees over time.
Do FTCB and NAN hold the same stocks?
FTCB and NAN share 1 common holdings with a 0.5% weight overlap. They hold 409 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.
Which performed better, FTCB or NAN?
Over the past year, FTCB returned +1.74% while NAN returned +11.20%. NAN outperformed over this period. Past performance does not guarantee future results.