ELCV vs FTKI

Quick Verdict

ELCV has a lower expense ratio. ELCV delivered stronger 1-year returns. FTKI offers more diversification with 144 holdings.

Lower Fees: ELCVHigher Returns: ELCVMore Diversified: FTKI

Side-by-Side Comparison

MetricELCVFTKIWinner
Expense Ratio0.49%0.85%
AUM$251M$25M
Dividend Yield2.06%12.53%
Holdings47170
YTD Return+21.26%+13.43%
1Y Return+27.07%+20.96%
3Y Return (annualized)--
5Y Return (annualized)--
Volatility (annualized)13.9%10.3%
Max Drawdown-18.4%-15.2%
Fund FamilyEventideFirst Trust Portfolios (US)
CategoryEquityEquity
InceptionSep 30, 2024Feb 26, 2025

ELCV vs FTKI Performance

Eventide High Dividend ETF (ELCV) is a ETF from Eventide and First Trust Small Cap BuyWrite Income ETF (FTKI) is a ETF from First Trust Portfolios (US). Over the past year ELCV returned +27.07% while FTKI returned +20.96%. Year to date, ELCV is up 21.26% versus a gain of 13.43% for FTKI.

Risk: Volatility and Drawdowns

ELCV has been the more volatile fund, with annualized monthly volatility of 13.9% compared with 10.3% for FTKI. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -18.4% for ELCV and -15.2% for FTKI. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.75. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

ELCV charges 0.49% per year while FTKI charges 0.85%. On a $10,000 position that is $49 vs $85 annually, a gap of $36 per year that compounds over a long holding period. On income, ELCV currently yields 2.06% against 12.53% for FTKI.

Holdings Overlap

0.5%overlap

ELCV and FTKI share 1 holdings out of 189 unique holdings combined, representing a 0.5% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in ELCVWeight in FTKIDifference
RPRX:LN3.18%0.48%2.70%

Frequently Asked Questions

Which is cheaper, ELCV or FTKI?

ELCV has an expense ratio of 0.49% while FTKI charges 0.85%. ELCV is the cheaper option. On a $10,000 investment, that is $36 per year of difference.

Which performed better, ELCV or FTKI?

Over the past year ELCV returned +27.07% vs +20.96% for FTKI, so ELCV leads on 1-year performance. Over the longest common window we track (2 years), ELCV annualized +16.47% vs +12.86% for FTKI. Past performance does not guarantee future results.

Which is riskier, ELCV or FTKI?

ELCV has been the more volatile fund at 13.9% annualized versus 10.3% for FTKI. Worst drawdown: ELCV -18.4% vs FTKI -15.2%.

Should I hold both ELCV and FTKI?

ELCV and FTKI have a monthly-return correlation of 0.75, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between ELCV and FTKI?

ELCV and FTKI share 1 common holdings with a 0.5% weight overlap. Combined, they hold 189 unique securities.

Which pays a higher dividend, ELCV or FTKI?

ELCV yields 2.06% while FTKI yields 12.53%, so FTKI currently pays the higher dividend yield.

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