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 2954 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
0
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 0 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.