Compare ETFs
Up to five funds side by side — fees, size, yields, performance, risk, top holdings and sector mix, with a normalized total-return chart.
| Metric |  FTBI First Trust Balanced Income… |
|---|---|
| Price | 21.81 +0.04% |
| Issuer | First Trust |
| AUM | $24.0M |
| Expense Ratio | 0.25% |
| Yield (TTM) | 6.94% |
| Inception | May 28, 2025 |
| Holdings | — |
| Avg Volume | 5.66K |
| YTD | +2.49% |
| 1Y total | +11.62% |
| 3Y total (ann.) | — |
| 5Y total (ann.) | — |
| Volatility 1Y | 7.81% |
| Sharpe 1Y | 1.06 |
| Max drawdown 1Y | -5.98% |
| Beta vs S&P 500 (3Y) | 0.523 |
| Top 10 holdings | FTHI 20.05% FT Vest… 10.04% FTQI 9.96% FTCB 6.88% FIXD 6.85% IGLD 5.26% DOGG 5.13% KNG 5.00% RDVI 5.00% FT Vest… 5.00% |
| Sector mix |
Total Return — normalized
Dividend-adjusted daily closes over the last 12 months, normalized to 0% at the range start.
Market data delayed approximately 15–20 minutes unless otherwise indicated. Comparison presents measurable characteristics only — it is not advice about which fund suits anyone.