Fund comparison · from official SEC filings

FTBI vs HISF: how much do they overlap?

Name: FTBI vs HISF holdings overlap
Creator: Unwrap.Fund

First Trust Balanced Income ETF and First Trust High Income Strategic Focus ETF

Fund A

Fund B

Holdings overlap

31%

of assets, by weight

Shared positions

of 14 / 12 holdings

FTBI expense ratio

0.97%

net, per year

HISF expense ratio

0.83%

net, per year

Shared holdings

Company

FTBI

HISF

FTCBFT CORE INVESTMENT GRADE ETF

7.08%

27.85%

FIIGFT INTERMED DUR IG CORP ETF

4.39%

9.98%

LMBSFIRST TRUST LOW DURATION OPP

4.16%

9.98%

FIXDFIRST TRUST SMITH OPPORTUNIS

7.04%

9.95%

LGOVFIRST TR LONG DURATION O-ETF

4.13%

6.96%

FSIGFT LTD DURATION INV GRADE

4.42%

4.99%

Only in FTBI

FTHIFTHI/FIRST TRUST EXCHANGE-TR

19.76%

FTQIFIRST TRUST NASDAQ BUYWRITE

9.78%

TDVIFT VEST TECHNOLOGY DIVIDEND

9.76%

SDVDFT VEST SMID RISING DIVIDEND

6.83%

KNGFT VEST S&P 500 DVD ARST TRG

6.73%

RDVIFT VEST RISING DIVIDEND ACHI

6.58%

IGLDFT VEST GOLD STRATEGY TARGET

5.20%

MGOVFT INTERMED GOVT OPPT ETF

4.14%

Only in HISF

HYLSFT TACTICAL HIGH YIELD ETF

10.06%

FEMBFIRST TRUST EMERGING MARKETS

5.11%

FPEFT-PREFERRED SECUR & INC ETF

5.08%

FTSLFIRST TRUST SENIOR LOAN ETF

5.01%

SCIOFT STRUCT CREDIT INC OPP ETF

4.99%

DGCXXBNY DREYFUS GOVERNMENT CASH

0.04%

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Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.