FTBI vs MRCP
Comparison between FIRST TRUST BALANCED INCOME ETF (FTBI, ETF) and PGIM S&P 500 BUFFER 12 ETF - MARCH (MRCP, ETF).
FTBI vs MRCP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FTBI
$21M
MRCP
$21M
Expense Ratio
FTBI
0.97%
Winner
MRCP
0.50%
Max Drawdown
Winner
FTBI
6.42%
MRCP
10.73%
Sharpe Ratio
FTBI
1.60
Winner
MRCP
1.95
5Y Beta
Winner
FTBI
0.52
MRCP
0.56
FTBI vs MRCP - Historical Returns
Returns include dividend reinvestment.
1M
FTBI
+0.69%
Winner
MRCP
+1.08%
3M
FTBI
+2.51%
Winner
MRCP
+4.79%
6M
FTBI
+5.12%
Winner
MRCP
+7.14%
1Y
FTBI
+16.39%
Winner
MRCP
+17.45%
Max(CAGR)
Winner
FTBI
+17.01%
MRCP
+14.29%
FTBI vs MRCP - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | FTBI | MRCP |
|---|---|---|
| 2026 | +4.74% | +6.21% |
| 2025 | +11.78% | +14.13% |
| 2024 | N/A | +11.42% |
FTBI vs MRCP Drawdown Comparison
The maximum drawdown for FTBI was -5.33%, occurring on Mar 30, 2026. Recovery took 36 trading sessions.
The maximum drawdown for MRCP was -10.73%, occurring on Apr 8, 2025. Recovery took 54 trading sessions.
The current FTBI drawdown is -1.63%. The current MRCP drawdown is -1.04%.
| Rank | FTBI | MRCP |
|---|---|---|
| #1 | -5.33% Feb 25, 2026 - Apr 17, 2026 | -10.73% Feb 28, 2025 - May 16, 2025 |
| #2 | -2.52% Nov 12, 2025 - Nov 26, 2025 | -4.81% Mar 2, 2026 - Apr 13, 2026 |
| #3 | -1.63% Jun 2, 2026 - Jun 5, 2026 | -4.79% Jul 16, 2024 - Aug 19, 2024 |
| #4 | -1.58% May 6, 2026 - May 22, 2026 | -3.12% Mar 27, 2024 - May 9, 2024 |
| #5 | -1.47% Oct 8, 2025 - Oct 20, 2025 | -2.42% Aug 30, 2024 - Sep 19, 2024 |
| #6 | -1.34% Jan 29, 2026 - Feb 6, 2026 | -1.68% Nov 11, 2025 - Nov 26, 2025 |
| #7 | -1.22% Dec 11, 2025 - Dec 23, 2025 | -1.63% May 19, 2025 - Jun 3, 2025 |
| #8 | -1.00% Jan 15, 2026 - Jan 22, 2026 | -1.25% Dec 26, 2024 - Jan 17, 2025 |
| #9 | -0.99% Jul 22, 2025 - Aug 8, 2025 | -1.23% Oct 8, 2025 - Oct 20, 2025 |
| #10 | -0.98% Feb 10, 2026 - Feb 25, 2026 | -1.20% Dec 16, 2024 - Dec 24, 2024 |
| #11 | -0.98% Oct 27, 2025 - Nov 12, 2025 | -1.19% Jul 28, 2025 - Aug 8, 2025 |
| #12 | -0.98% Oct 21, 2025 - Oct 27, 2025 | -1.04% Jun 2, 2026 - Jun 5, 2026 |
| #13 | -0.91% Dec 26, 2025 - Jan 5, 2026 | -0.99% Feb 19, 2025 - Feb 28, 2025 |
| #14 | -0.86% Aug 13, 2025 - Aug 22, 2025 | -0.96% Feb 11, 2026 - Feb 18, 2026 |
| #15 | -0.85% Apr 24, 2026 - May 5, 2026 | -0.95% Feb 2, 2026 - Feb 9, 2026 |
Correlation
Correlation between FTBI and MRCP is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
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