FTCB vs SPGM

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Quick Verdict

SPGM has a lower expense ratio. SPGM delivered stronger 1-year returns. SPGM offers more diversification with 2834 holdings.

Side-by-Side Comparison

MetricFTCBSPGM
Fund FamilyFirst Trust Portfolios (US)SPDR State Street Global Advisors
Expense Ratio0.56%0.09%
AUM$2.2B$1.5B
Dividend Yield4.94%1.80%
Holdings Count6712,954
Inception Date2023-11-072012-02-27
Investment StyleInvestment Grade BondLarge Cap Blend
1-Month Return-0.05%+3.34%
YTD Return+0.00%+2.71%
1-Year Return+7.44%+23.81%
3-Year Return-+19.04%
5-Year Return-+12.35%
10-Year Return-+5.47%
Buy Score5576
Momentum Score2959
Value Score5671

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
3164
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, FTCB or SPGM?

FTCB has an expense ratio of 0.56% while SPGM charges 0.09%. SPGM is the cheaper option, saving you money on management fees over time.

Do FTCB and SPGM hold the same stocks?

FTCB and SPGM share 0 common holdings with a 0.0% weight overlap. They hold 3164 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, FTCB or SPGM?

Over the past year, FTCB returned +7.44% while SPGM returned +23.81%. SPGM outperformed over this period. Past performance does not guarantee future results.