FTCS vs TWOX

FTCS vs TWOX

Which is better, FTCS or TWOX?

TWOX has been ahead.

TWOX has a lower expense ratio. TWOX led over 1Y and the full window.

Lower Fees: TWOXHigher Returns: TWOX

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

MetricFTCSTWOX
Expense Ratio0.52%0.50%Best
AUM$7.5B$23M
Dividend Yield1.22%0.47%
Holdings1027
YTD Return+6.41%+8.35%Best
1Y Return+5.59%+13.33%Best
3Y Return (annualized)+10.51%-
5Y Return (annualized)+6.06%-
Volatility (annualized)10.5%10.2%Best
Max Drawdown-10.5%Best-19.4%
$10,000 over 1.7 years$11,150$12,132Best
Fund FamilyFirst Trust Portfolios (US)iShares by BlackRock (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionJul 6, 2006Jan 15, 2025

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1.7 years row, are measured over the window both funds cover: Jan 16, 2025 to Oct 14, 2026 (1.7 years).

FTCS vs TWOX 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 1.7 years both funds cover.

Compare FTCS against instead:FTCS vs SPYFTCS vs QQQFTCS vs VOOFTCS vs VTITWOX against:TWOX vs VXUS

FTCS vs TWOX Performance

First Trust Capital Strength ETF (FTCS) is an ETF from First Trust Portfolios (US) and iShares Large Cap Accelerated Outcome ETF (TWOX) is an ETF from iShares by BlackRock (US). Over the past year FTCS returned +5.59% while TWOX returned +13.33%. Year to date, FTCS is up 6.41% versus a gain of 8.35% for TWOX.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

FTCS has been the more volatile fund, with annualized monthly volatility of 10.5% compared with 10.2% for TWOX. 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 -10.5% for FTCS and -19.4% for TWOX. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.47. They move together some of the time, and apart the rest.

Fees and Cost Over Time

FTCS charges 0.52% per year while TWOX charges 0.50%. On a $10,000 position that is $52 vs $50 annually, a gap of $2 per year that compounds over a long holding period. On income, FTCS currently yields 1.22% against 0.47% for TWOX.

Holdings Overlap

We hold position weights for 50 holdings in FTCS and 3 in TWOX, totalling 99.9% and 102.2% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 50 positions we hold weights for in FTCS and 3 in TWOX, against full books of 102 and 7.

You are not choosing between two funds in isolation.

Whichever of FTCS and TWOX you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

FTCSTWOX

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, FTCS or TWOX?

FTCS has an expense ratio of 0.52% while TWOX charges 0.50%. TWOX is the cheaper option, by $2 a year on a $10,000 investment.

Which performed better, FTCS or TWOX?

Over the past year FTCS returned +5.59% vs +13.33% for TWOX, so TWOX leads on 1-year performance. Over the longest common window we track (2 years), FTCS annualized +6.61% vs +12.04% for TWOX. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, FTCS or TWOX?

FTCS has been the more volatile fund at 10.5% annualized versus 10.2% for TWOX. Worst drawdown: FTCS -10.5% vs TWOX -19.4%.

Should I hold both FTCS and TWOX?

FTCS and TWOX have a monthly-return correlation of 0.47, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, FTCS or TWOX?

FTCS yields 1.22% while TWOX yields 0.47%, so FTCS currently pays the higher dividend yield.

Is TWOX better than FTCS?

TWOX has a lower expense ratio. TWOX led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.