FTGS vs TYO

Quick Verdict

FTGS has a lower expense ratio. FTGS delivered stronger 1-year returns. FTGS offers more diversification with 50 holdings.

Lower Fees: FTGSHigher Returns: FTGSMore Diversified: FTGS

Side-by-Side Comparison

MetricFTGSTYOWinner
Expense Ratio0.60%1.00%
AUM$1.3B$12M
Dividend Yield0.09%2.62%
Holdings516
YTD Return+12.49%+10.84%
1Y Return+14.75%+11.31%
3Y Return (annualized)+18.25%+6.14%
5Y Return (annualized)-+14.69%
Volatility (annualized)14.6%19.3%
Max Drawdown-20.0%-90.4%
Fund FamilyFirst Trust Portfolios (US)Direxion Shares ETF Trust
CategoryEquityAlternative
InceptionOct 25, 2022Apr 16, 2009

FTGS vs TYO Performance

First Trust Growth Strength ETF (FTGS) is a ETF from First Trust Portfolios (US) and Direxion Daily 7-10 Year Treasury Bear 3X ETF (TYO) is a ETF from Direxion Shares ETF Trust. Over the past year FTGS returned +14.75% while TYO returned +11.31%. Year to date, FTGS is up 12.49% versus a gain of 10.84% for TYO.

Over three years, FTGS compounded at +18.25% per year against +6.14% for TYO. Across the full 4-year window we track, FTGS has the edge at +19.84% annualized vs -7.26%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

TYO has been the more volatile fund, with annualized monthly volatility of 19.3% 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 -90.4% for TYO. 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 -0.46. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

FTGS charges 0.60% per year while TYO charges 1.00%. On a $10,000 position that is $60 vs $100 annually, a gap of $40 per year that compounds over a long holding period. On income, FTGS currently yields 0.09% against 2.62% for TYO.

Holdings Overlap

0.0%overlap

FTGS and TYO share 0 holdings out of 53 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, FTGS or TYO?

FTGS has an expense ratio of 0.60% while TYO charges 1.00%. FTGS is the cheaper option. On a $10,000 investment, that is $40 per year of difference.

Which performed better, FTGS or TYO?

Over the past year FTGS returned +14.75% vs +11.31% for TYO, so FTGS leads on 1-year performance. Over the longest common window we track (4 years), FTGS annualized +19.84% vs -7.26% for TYO. Past performance does not guarantee future results.

Which is riskier, FTGS or TYO?

TYO has been the more volatile fund at 19.3% annualized versus 14.6% for FTGS. Worst drawdown: FTGS -20.0% vs TYO -90.4%.

Should I hold both FTGS and TYO?

FTGS and TYO have a monthly-return correlation of -0.46, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between FTGS and TYO?

FTGS and TYO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 53 unique securities.

Which pays a higher dividend, FTGS or TYO?

FTGS yields 0.09% while TYO yields 2.62%, so TYO currently pays the higher dividend yield.

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