FTBI ETF
$21.91
First Trust Balanced Income ETF
AUM$21M
TER0.97%
Holdings15
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FTBI ETF Overlap Analysis
FTBI overlap analysis compares holdings with other ETFs to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FTBI portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 15 holdings, FTBI may share significant positions with broad-market funds.
FTBI overlap tool lets you enter any other ETF ticker and see the exact overlap percentage and shared holdings. FTBI tax-loss harvesting finds highly correlated but non-identical funds.