FTCB vs GLOW

Quick Verdict

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

Lower Fees: FTCBHigher Returns: GLOWMore Diversified: FTCB

Side-by-Side Comparison

MetricFTCBGLOWWinner
Expense Ratio0.56%0.72%
AUM$2.5B$63M
Dividend Yield5.24%1.28%
Holdings72116
YTD Return+0.12%+14.31%
1Y Return+2.43%+25.58%
3Y Return (annualized)--
5Y Return (annualized)--
Volatility (annualized)5.1%10.7%
Max Drawdown-5.0%-15.6%
Fund FamilyFirst Trust Portfolios (US)Victory Capital Management Inc.
CategoryFixed IncomeEquity
InceptionNov 7, 2023Jun 21, 2024

FTCB vs GLOW Performance

First Trust Core Investment Grade ETF (FTCB) is a ETF from First Trust Portfolios (US) and VictoryShares WestEnd Global Equity ETF (GLOW) is a ETF from Victory Capital Management Inc.. Over the past year FTCB returned +2.43% while GLOW returned +25.58%. Year to date, FTCB is up 0.12% versus a gain of 14.31% for GLOW.

Risk: Volatility and Drawdowns

GLOW has been the more volatile fund, with annualized monthly volatility of 10.7% 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 -5.0% for FTCB and -15.6% for GLOW. 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 0.51. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

FTCB charges 0.56% per year while GLOW charges 0.72%. On a $10,000 position that is $56 vs $72 annually, a gap of $16 per year that compounds over a long holding period. On income, FTCB currently yields 5.24% against 1.28% for GLOW.

Holdings Overlap

0.0%overlap

FTCB and GLOW share 0 holdings out of 346 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, FTCB or GLOW?

FTCB has an expense ratio of 0.56% while GLOW charges 0.72%. FTCB is the cheaper option. On a $10,000 investment, that is $16 per year of difference.

Which performed better, FTCB or GLOW?

Over the past year FTCB returned +2.43% vs +25.58% for GLOW, so GLOW leads on 1-year performance. Over the longest common window we track (2 years), FTCB annualized +5.77% vs +19.77% for GLOW. Past performance does not guarantee future results.

Which is riskier, FTCB or GLOW?

GLOW has been the more volatile fund at 10.7% annualized versus 5.1% for FTCB. Worst drawdown: FTCB -5.0% vs GLOW -15.6%.

Should I hold both FTCB and GLOW?

FTCB and GLOW have a monthly-return correlation of 0.51, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between FTCB and GLOW?

FTCB and GLOW share 0 common holdings with a 0.0% weight overlap. Combined, they hold 346 unique securities.

Which pays a higher dividend, FTCB or GLOW?

FTCB yields 5.24% while GLOW yields 1.28%, so FTCB currently pays the higher dividend yield.

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