FTCB vs HCOM

Quick Verdict

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

Lower Fees: FTCBHigher Returns: FTCBMore Diversified: FTCB

Side-by-Side Comparison

MetricFTCBHCOMWinner
Expense Ratio0.56%0.59%
AUM$2.5B$9M
Dividend Yield5.24%10.95%
Holdings72155
YTD Return+0.12%+0.71%
1Y Return+2.43%-4.90%
3Y Return (annualized)--6.95%
5Y Return (annualized)--
Volatility (annualized)5.1%14.7%
Max Drawdown-5.0%-28.8%
Fund FamilyFirst Trust Portfolios (US)Hartford Funds
CategoryFixed IncomeCommodity
InceptionNov 7, 2023Sep 14, 2021

FTCB vs HCOM Performance

First Trust Core Investment Grade ETF (FTCB) is a ETF from First Trust Portfolios (US) and Hartford Schroders Commodity Strategy ETF (HCOM) is a ETF from Hartford Funds. Over the past year FTCB returned +2.43% while HCOM returned -4.90%. Year to date, FTCB is up 0.12% versus a gain of 0.71% for HCOM.

Risk: Volatility and Drawdowns

HCOM has been the more volatile fund, with annualized monthly volatility of 14.7% 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 -28.8% for HCOM. 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 -0.03. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

FTCB charges 0.56% per year while HCOM charges 0.59%. On a $10,000 position that is $56 vs $59 annually, a gap of $3 per year that compounds over a long holding period. On income, FTCB currently yields 5.24% against 10.95% for HCOM.

Frequently Asked Questions

Which is cheaper, FTCB or HCOM?

FTCB has an expense ratio of 0.56% while HCOM charges 0.59%. FTCB is the cheaper option. On a $10,000 investment, that is $3 per year of difference.

Which performed better, FTCB or HCOM?

Over the past year FTCB returned +2.43% vs -4.90% for HCOM, so FTCB leads on 1-year performance. Over the longest common window we track (3 years), FTCB annualized +5.77% vs +0.68% for HCOM. Past performance does not guarantee future results.

Which is riskier, FTCB or HCOM?

HCOM has been the more volatile fund at 14.7% annualized versus 5.1% for FTCB. Worst drawdown: FTCB -5.0% vs HCOM -28.8%.

Should I hold both FTCB and HCOM?

FTCB and HCOM have a monthly-return correlation of -0.03, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, FTCB or HCOM?

FTCB yields 5.24% while HCOM yields 10.95%, so HCOM currently pays the higher dividend yield.

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