FTCB vs SBIO

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Quick Verdict

SBIO has a lower expense ratio. SBIO delivered stronger 1-year returns. FTCB offers more diversification with 331 holdings.

Side-by-Side Comparison

MetricFTCBSBIO
Fund FamilyFirst Trust Portfolios (US)ALPS Advisors
Expense Ratio0.56%0.50%
AUM$2.5B$213M
Dividend Yield5.28%0.00%
Holdings Count72187
Inception Date2023-11-072014-12-30
Investment StyleInvestment Grade BondSmall Cap Growth
1-Month Return-0.14%+18.70%
YTD Return-1.56%+28.38%
1-Year Return+1.74%+114.59%
3-Year Return-+28.44%
5-Year Return-+6.46%
10-Year Return-+11.93%
Buy Score5376
Momentum Score1678
Value Score-57

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
417
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, FTCB or SBIO?

FTCB has an expense ratio of 0.56% while SBIO charges 0.50%. SBIO is the cheaper option, saving you money on management fees over time.

Do FTCB and SBIO hold the same stocks?

FTCB and SBIO share 0 common holdings with a 0.0% weight overlap. They hold 417 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, FTCB or SBIO?

Over the past year, FTCB returned +1.74% while SBIO returned +114.59%. SBIO outperformed over this period. Past performance does not guarantee future results.