FTGS vs KF

Quick Verdict

KF delivered stronger 1-year returns. FTGS offers more diversification with 50 holdings.

Lower Fees: TiedHigher Returns: KFMore Diversified: FTGS

Side-by-Side Comparison

MetricFTGSKFWinner
Expense Ratio0.60%-
AUM$1.3B$285M
Dividend Yield0.09%1.57%
Holdings5152
YTD Return+13.23%+53.08%
1Y Return+16.66%+119.26%
3Y Return (annualized)+18.89%+40.32%
5Y Return (annualized)-+15.17%
Volatility (annualized)14.6%43.4%
Max Drawdown-20.0%-77.0%
Fund FamilyFirst Trust Portfolios (US)The Korea Fund, Inc. (KF)
CategoryEquityEquity
InceptionOct 25, 2022Aug 29, 1984

FTGS vs KF Performance

First Trust Growth Strength ETF (FTGS) is a ETF from First Trust Portfolios (US) and The Korea Fund, Inc. (KF) is a ETF from The Korea Fund, Inc. (KF). Over the past year FTGS returned +16.66% while KF returned +119.26%. Year to date, FTGS is up 13.23% versus a gain of 53.08% for KF.

Over three years, FTGS compounded at +18.89% per year against +40.32% for KF. Across the full 4-year window we track, FTGS has the edge at +20.00% annualized vs +16.21%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

KF has been the more volatile fund, with annualized monthly volatility of 43.4% compared with 14.6% for FTGS. 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 -20.0% for FTGS and -77.0% for KF. 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.

Holdings Overlap

0.0%overlap

FTGS and KF share 0 holdings out of 99 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which performed better, FTGS or KF?

Over the past year FTGS returned +16.66% vs +119.26% for KF, so KF leads on 1-year performance. Over the longest common window we track (4 years), FTGS annualized +20.00% vs +16.21% for KF. Past performance does not guarantee future results.

Which is riskier, FTGS or KF?

KF has been the more volatile fund at 43.4% annualized versus 14.6% for FTGS. Worst drawdown: FTGS -20.0% vs KF -77.0%.

Should I hold both FTGS and KF?

FTGS and KF 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 FTGS and KF?

FTGS and KF share 0 common holdings with a 0.0% weight overlap. Combined, they hold 99 unique securities.

Which pays a higher dividend, FTGS or KF?

FTGS yields 0.09% while KF yields 1.57%, so KF currently pays the higher dividend yield.

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