FTKI vs TLTP

FTKI vs TLTP
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Quick Verdict

TLTP has a lower expense ratio. FTKI delivered stronger 1-year returns. FTKI offers more diversification with 150 holdings.

Lower Fees: TLTPHigher Returns: FTKIMore Diversified: FTKI

Side-by-Side Comparison

MetricFTKITLTPWinner
Expense Ratio0.86%0.39%
AUM$26M$25M
Dividend Yield12.39%15.05%
Holdings1505
YTD Return+13.41%-8.87%
1Y Return+19.70%-7.14%
3Y Return (annualized)--
5Y Return (annualized)--
Volatility (annualized)10.3%8.7%
Max Drawdown-15.2%-13.3%
Fund FamilyFirst Trust Portfolios (US)Amplify ETFs
CategoryEquityAlternative
InceptionFeb 26, 2025Oct 29, 2024

FTKI vs TLTP Performance

First Trust Small Cap BuyWrite Income ETF (FTKI) is a ETF from First Trust Portfolios (US) and Amplify TLT US Treasury 12% Option Income ETF (TLTP) is a ETF from Amplify ETFs. Over the past year FTKI returned +19.70% while TLTP returned -7.14%. Year to date, FTKI is up 13.41% versus a loss of 8.87% for TLTP.

Risk: Volatility and Drawdowns

FTKI has been the more volatile fund, with annualized monthly volatility of 10.3% compared with 8.7% for TLTP. 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 -15.2% for FTKI and -13.3% for TLTP. 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 0.34. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

FTKI charges 0.86% per year while TLTP charges 0.39%. On a $10,000 position that is $86 vs $39 annually, a gap of $47 per year that compounds over a long holding period. On income, FTKI currently yields 12.39% against 15.05% for TLTP.

Holdings Overlap

0.0%overlap

FTKI and TLTP share 0 holdings out of 147 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, FTKI or TLTP?

FTKI has an expense ratio of 0.86% while TLTP charges 0.39%. TLTP is the cheaper option. On a $10,000 investment, that is $47 per year of difference.

Which performed better, FTKI or TLTP?

Over the past year FTKI returned +19.70% vs -7.14% for TLTP, so FTKI leads on 1-year performance. Over the longest common window we track (2 years), FTKI annualized +12.64% vs -5.01% for TLTP. Past performance does not guarantee future results.

Which is riskier, FTKI or TLTP?

FTKI has been the more volatile fund at 10.3% annualized versus 8.7% for TLTP. Worst drawdown: FTKI -15.2% vs TLTP -13.3%.

Should I hold both FTKI and TLTP?

FTKI and TLTP have a monthly-return correlation of 0.34, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between FTKI and TLTP?

FTKI and TLTP share 0 common holdings with a 0.0% weight overlap. Combined, they hold 147 unique securities.

Which pays a higher dividend, FTKI or TLTP?

FTKI yields 12.39% while TLTP yields 15.05%, so TLTP currently pays the higher dividend yield.

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