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 671 holdings.

Side-by-Side Comparison

MetricFTCBSBIO
Fund FamilyFirst Trust Portfolios (US)ALPS Advisors
Expense Ratio0.56%0.50%
AUM$2.2B$139M
Dividend Yield4.94%0.00%
Holdings Count67190
Inception Date2023-11-072014-12-30
Investment StyleInvestment Grade BondSmall Cap Growth
1-Month Return-0.05%+0.62%
YTD Return+0.00%+2.63%
1-Year Return+7.44%+64.54%
3-Year Return-+20.94%
5-Year Return--0.63%
10-Year Return-+10.30%
Buy Score5568
Momentum Score2959
Value Score5667

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 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 0 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 +7.44% while SBIO returned +64.54%. SBIO outperformed over this period. Past performance does not guarantee future results.