ETFs most similar to FTBI
The funds whose holdings overlap First Trust Balanced Income ETF the most, by weight. as of Jun 30, 2026SEC filing
By holdings overlap
| Fund | Category | Overlap with FTBI | Fee | Assets | 1Y | Yield | Compare |
|---|---|---|---|---|---|---|---|
| FTBIFirst Trust Balanced Income ETF | Multisector Bond | — | 0.97% | $21M | −0.7% | 7.90% | |
| HISFFirst Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF | Covered Call | 30% | 0.83% | $96M | −6.0% | 5.28% | side by side |
| LDSFFirst Trust Low Duration Strategic Focus ETF | Short-Term Bond | 8% | 0.87% | $162M | −3.3% | 4.78% | side by side |
Overlap is the sum of the smaller of the two weights across every shared holding. Try any combination in the overlap tool.
Fund data comes from each fund's SEC filings and issuer disclosures and is shown with the date it is as of. SEC portfolio and flow filings become public about 60 days after the period they cover. Nothing here is investment advice; see Terms.