FNGG vs FTCB

Quick Verdict

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

Lower Fees: FTCBHigher Returns: FNGGMore Diversified: FTCB

Side-by-Side Comparison

MetricFNGGFTCBWinner
Expense Ratio0.97%0.56%
AUM$116M$2.5B
Dividend Yield11.05%5.24%
Holdings18721
YTD Return+35.22%-0.12%
1Y Return+35.75%+2.42%
3Y Return (annualized)+61.90%-
5Y Return (annualized)--
Volatility (annualized)58.6%5.1%
Max Drawdown-91.3%-5.0%
Fund FamilyDirexion Shares ETF TrustFirst Trust Portfolios (US)
CategoryAlternativeFixed Income
InceptionSep 29, 2021Nov 7, 2023

FNGG vs FTCB Performance

Direxion Daily NYSE FANG+ Bull 2X ETF (FNGG) is a ETF from Direxion Shares ETF Trust and First Trust Core Investment Grade ETF (FTCB) is a ETF from First Trust Portfolios (US). Over the past year FNGG returned +35.75% while FTCB returned +2.42%. Year to date, FNGG is up 35.22% versus a loss of 0.12% for FTCB.

Risk: Volatility and Drawdowns

FNGG has been the more volatile fund, with annualized monthly volatility of 58.6% 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 -91.3% for FNGG 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 0.04. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

FNGG 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, FNGG currently yields 11.05% against 5.24% for FTCB.

Holdings Overlap

0.0%overlap

FNGG and FTCB share 0 holdings out of 344 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, FNGG or FTCB?

FNGG 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, FNGG or FTCB?

Over the past year FNGG returned +35.75% vs +2.42% for FTCB, so FNGG leads on 1-year performance. Over the longest common window we track (3 years), FNGG annualized +4.72% vs +5.66% for FTCB. Past performance does not guarantee future results.

Which is riskier, FNGG or FTCB?

FNGG has been the more volatile fund at 58.6% annualized versus 5.1% for FTCB. Worst drawdown: FNGG -91.3% vs FTCB -5.0%.

Should I hold both FNGG and FTCB?

FNGG and FTCB have a monthly-return correlation of 0.04, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between FNGG and FTCB?

FNGG and FTCB share 0 common holdings with a 0.0% weight overlap. Combined, they hold 344 unique securities.

Which pays a higher dividend, FNGG or FTCB?

FNGG yields 11.05% while FTCB yields 5.24%, so FNGG currently pays the higher dividend yield.

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