FTCS vs LDRX
First Trust Capital Strength ETF vs SGI Enhanced Market Leaders ETF
Which is better, FTCS or LDRX?
LDRX has been ahead.
FTCS has a lower expense ratio. LDRX led over 1Y and the full window. FTCS is less concentrated, with 22.5% of the fund in its ten largest positions against 55.2%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | FTCS | LDRX |
|---|---|---|
| Expense Ratio | 0.52%Best | 0.59% |
| AUM | $7.5B | $261M |
| Dividend Yield | 1.22% | 0.97% |
| Holdings | 102 | 104 |
| YTD Return | +6.41% | +13.27%Best |
| 1Y Return | +5.59% | +16.78%Best |
| 3Y Return (annualized) | +10.51% | - |
| 5Y Return (annualized) | +6.06% | - |
| Volatility (annualized) | 11.2%Best | 13.6% |
| Max Drawdown | -8.1%Best | -10.6% |
| $10,000 over 1.4 years | $11,084 | $13,893Best |
| Top 10 Weight | 22.5%Best | 55.2% |
| Fund Family | First Trust Portfolios (US) | Summit Global Investments |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Jul 6, 2006 | May 5, 2025 |
Volatility and max drawdown, and the $10,000 over 1.4 years row, are measured over the window both funds cover: May 5, 2025 to Oct 14, 2026 (1.4 years).
FTCS vs LDRX growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1.4 years both funds cover.
FTCS vs LDRX Performance
First Trust Capital Strength ETF (FTCS) is an ETF from First Trust Portfolios (US) and SGI Enhanced Market Leaders ETF (LDRX) is an ETF from Summit Global Investments. Over the past year FTCS returned +5.59% while LDRX returned +16.78%. Year to date, FTCS is up 6.41% versus a gain of 13.27% for LDRX.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
LDRX has been the more volatile fund, with annualized monthly volatility of 13.6% compared with 11.2% for FTCS. 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 -8.1% for FTCS and -10.6% for LDRX. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.08. They move largely independently of each other.
Fees and Cost Over Time
FTCS charges 0.52% per year while LDRX charges 0.59%. On a $10,000 position that is $52 vs $59 annually, a gap of $7 per year that compounds over a long holding period. On income, FTCS currently yields 1.22% against 0.97% for LDRX.
Holdings Overlap
38.4% of FTCS's money is in holdings LDRX also owns. 19.9% of LDRX's money is in holdings FTCS also owns.
The two portfolios partly overlap.
19 positions in common, counted across the 50 positions we hold weights for in FTCS and 100 in LDRX, against full books of 102 and 104.
What only one of them owns
Measured across the 50 and 100 positions we hold weights for.
FTCS holds 31 positions LDRX does not, 61.5% of the fund.
Largest: GRMN 2.33%, ABNB 2.30%, RMD 2.27%, CME 2.22%, EXPD 2.18%
Top Shared Holdings
| Stock | Weight in FTCS | Weight in LDRX | Difference |
|---|---|---|---|
| AAPLApple, Inc | 2.07% | 9.87% | 7.80% |
| JNJJohnson & Johnson | 2.09% | 1.25% | 0.84% |
| VVisa Inc. Cl A | 2.08% | 1.23% | 0.85% |
| MRKMerck & Co. Inc. | 2.34% | 0.72% | 1.62% |
| MAMastercard Inc. Cl A | 2.10% | 0.92% | 1.18% |
| KOCoca Cola Co. | 2.17% | 0.65% | 1.52% |
| WMTWalmart, Inc. | 1.89% | 0.93% | 0.96% |
| AMGNAmgen Inc | 2.27% | 0.41% | 1.86% |
| PGProcter & Gamble Company | 2.00% | 0.66% | 1.34% |
| GILDGilead Sciences Inc | 2.23% | 0.36% | 1.87% |
38.4% of FTCS is already inside LDRX.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
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Frequently Asked Questions
Which is cheaper, FTCS or LDRX?
FTCS has an expense ratio of 0.52% while LDRX charges 0.59%. FTCS is the cheaper option, by $7 a year on a $10,000 investment.
Which performed better, FTCS or LDRX?
Over the past year FTCS returned +5.59% vs +16.78% for LDRX, so LDRX leads on 1-year performance. Over the longest common window we track (1 years), FTCS annualized +7.63% vs +26.47% for LDRX. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, FTCS or LDRX?
LDRX has been the more volatile fund at 13.6% annualized versus 11.2% for FTCS. Worst drawdown: FTCS -8.1% vs LDRX -10.6%.
Should I hold both FTCS and LDRX?
FTCS and LDRX have a monthly-return correlation of 0.08, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between FTCS and LDRX?
38.4% of FTCS's money is in holdings LDRX also owns. 19.9% of LDRX's is in holdings FTCS also owns. They hold 19 positions in common, counted across the 50 positions we hold weights for in FTCS and 100 in LDRX.
Which pays a higher dividend, FTCS or LDRX?
FTCS yields 1.22% while LDRX yields 0.97%, so FTCS currently pays the higher dividend yield.
Is LDRX better than FTCS?
FTCS has a lower expense ratio. LDRX led over 1Y and the full window. FTCS is less concentrated, with 22.5% of the fund in its ten largest positions against 55.2%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.