Quick Verdict

FTCB has a lower expense ratio. FAAR delivered stronger 1-year returns. FTCB offers more diversification with 331 holdings.

Lower Fees: FTCBHigher Returns: FAARMore Diversified: FTCB

Side-by-Side Comparison

MetricFAARFTCBWinner
Expense Ratio0.97%0.56%
AUM$191M$2.5B
Dividend Yield9.19%5.24%
Holdings6721
YTD Return+13.94%+0.12%
1Y Return+19.26%+2.43%
3Y Return (annualized)+8.78%-
5Y Return (annualized)+7.33%-
Volatility (annualized)9.2%5.1%
Max Drawdown-18.8%-5.0%
Fund FamilyFirst Trust Portfolios (US)First Trust Portfolios (US)
CategoryCommodityFixed Income
InceptionMay 18, 2016Nov 7, 2023

FAAR vs FTCB Performance

First Trust Alternative Absolute Return Strategy ETF (FAAR) is a ETF from First Trust Portfolios (US) and First Trust Core Investment Grade ETF (FTCB) is a ETF from First Trust Portfolios (US). Over the past year FAAR returned +19.26% while FTCB returned +2.43%. Year to date, FAAR is up 13.94% versus a gain of 0.12% for FTCB.

Risk: Volatility and Drawdowns

FAAR has been the more volatile fund, with annualized monthly volatility of 9.2% compared with 5.1% for FTCB. 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 -18.8% for FAAR and -5.0% for FTCB. 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 -0.17. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

FAAR charges 0.97% per year while FTCB charges 0.56%. On a $10,000 position that is $97 vs $56 annually, a gap of $41 per year that compounds over a long holding period. On income, FAAR currently yields 9.19% against 5.24% for FTCB.

Holdings Overlap

0.0%overlap

FAAR and FTCB share 0 holdings out of 332 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, FAAR or FTCB?

FAAR has an expense ratio of 0.97% while FTCB charges 0.56%. FTCB is the cheaper option. On a $10,000 investment, that is $41 per year of difference.

Which performed better, FAAR or FTCB?

Over the past year FAAR returned +19.26% vs +2.43% for FTCB, so FAAR leads on 1-year performance. Over the longest common window we track (3 years), FAAR annualized +3.32% vs +5.77% for FTCB. Past performance does not guarantee future results.

Which is riskier, FAAR or FTCB?

FAAR has been the more volatile fund at 9.2% annualized versus 5.1% for FTCB. Worst drawdown: FAAR -18.8% vs FTCB -5.0%.

Should I hold both FAAR and FTCB?

FAAR and FTCB have a monthly-return correlation of -0.17, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between FAAR and FTCB?

FAAR and FTCB share 0 common holdings with a 0.0% weight overlap. Combined, they hold 332 unique securities.

Which pays a higher dividend, FAAR or FTCB?

FAAR yields 9.19% while FTCB yields 5.24%, so FAAR currently pays the higher dividend yield.

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