FTCB vs SCHQ

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Quick Verdict

SCHQ has a lower expense ratio. FTCB delivered stronger 1-year returns. FTCB offers more diversification with 671 holdings.

Side-by-Side Comparison

MetricFTCBSCHQ
Fund FamilyFirst Trust Portfolios (US)Charles Schwab Asset Management
Expense Ratio0.56%0.03%
AUM$2.2B$923M
Dividend Yield4.94%4.43%
Holdings Count67197
Inception Date2023-11-072019-10-10
Investment StyleInvestment Grade BondLong Term Government Bond
1-Month Return-0.05%-0.06%
YTD Return+0.00%+0.09%
1-Year Return+7.44%+4.22%
3-Year Return--1.99%
5-Year Return--6.92%
10-Year Return--
Buy Score5561
Momentum Score2925
Value Score5673

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 SCHQ?

FTCB has an expense ratio of 0.56% while SCHQ charges 0.03%. SCHQ is the cheaper option, saving you money on management fees over time.

Do FTCB and SCHQ hold the same stocks?

FTCB and SCHQ 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 SCHQ?

Over the past year, FTCB returned +7.44% while SCHQ returned +4.22%. FTCB outperformed over this period. Past performance does not guarantee future results.