FTKI vs IG
vs
FTKI vs IG
First Trust Small Cap BuyWrite Income ETF vs Principal Investment Grade Corporate ETF
vs
✓All holdings
✓Overlap Analysis
✓ETF Screener
✓Compare ETFs
Quick Verdict
IG has a lower expense ratio. FTKI delivered stronger 1-year returns. FTKI offers more diversification with 185 holdings.
Side-by-Side Comparison
| Metric | FTKI | IG |
|---|---|---|
| Fund Family | First Trust Portfolios (US) | Principal Funds |
| Expense Ratio | 0.85% | 0.19% |
| AUM | $25M | $200M |
| Dividend Yield | 12.27% | 5.07% |
| Holdings Count | 191 | 248 |
| Inception Date | 2025-02-26 | 2018-04-18 |
| Investment Style | Small Cap Blend | Long Term Mid Quality |
| 1-Month Return | +2.20% | +0.20% |
| YTD Return | +6.08% | +1.20% |
| 1-Year Return | +15.28% | +4.67% |
| 3-Year Return | - | +5.34% |
| 5-Year Return | - | -0.02% |
| 10-Year Return | - | - |
| Buy Score | 42 | 71 |
| Momentum Score | 50 | 30 |
| Value Score | - | 52 |
Holdings Overlap
0.0%
Weight Overlap
0
Shared Holdings
330
Total Unique
Sector Allocation
Loading chart...
Frequently Asked Questions
Which has lower fees, FTKI or IG?
FTKI has an expense ratio of 0.85% while IG charges 0.19%. IG is the cheaper option, saving you money on management fees over time.
Do FTKI and IG hold the same stocks?
FTKI and IG share 0 common holdings with a 0.0% weight overlap. They hold 330 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.
Which performed better, FTKI or IG?
Over the past year, FTKI returned +15.28% while IG returned +4.67%. FTKI outperformed over this period. Past performance does not guarantee future results.