FTBI vs PSCM
Comparison between FIRST TRUST BALANCED INCOME ETF (FTBI, ETF) and INVESCO S&P SMALLCAP MATERIALS ETF (PSCM, ETF).
FTBI vs PSCM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FTBI
$21M
Winner
PSCM
$21M
Expense Ratio
FTBI
0.97%
Winner
PSCM
0.29%
Max Drawdown
Winner
FTBI
6.42%
PSCM
52.48%
Sharpe Ratio
Winner
FTBI
1.26
PSCM
1.07
5Y Beta
Winner
FTBI
0.51
PSCM
1.10
P/E Ratio
FTBI
N/A
PSCM
-129.79
Forward P/E
FTBI
N/A
PSCM
12.85
PEG Ratio
FTBI
N/A
PSCM
0.70
5Y Dividends CAGR
FTBI
N/A
PSCM
6.43%
5Y EPS CAGR
FTBI
N/A
PSCM
0.06%
Debt to Equity
FTBI
N/A
PSCM
157.08%
P/S Ratio
FTBI
N/A
PSCM
1.02
P/B Ratio
FTBI
N/A
PSCM
2.09
FTBI vs PSCM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FTBI
-0.32%
PSCM
-8.27%
3M
Winner
FTBI
+2.09%
PSCM
-5.61%
6M
Winner
FTBI
+4.11%
PSCM
+3.35%
1Y
FTBI
+13.62%
Winner
PSCM
+31.19%
5Y(CAGR)
FTBI
N/A
PSCM
+10.30%
10Y(CAGR)
FTBI
N/A
PSCM
+11.17%
Max(CAGR)
Winner
FTBI
+15.83%
PSCM
+9.63%
FTBI vs PSCM - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | FTBI | PSCM |
|---|---|---|
| 2026 | +5.60% | +15.07% |
| 2025 | +11.78% | +17.21% |
| 2024 | N/A | +1.56% |
| 2023 | N/A | +20.69% |
| 2022 | N/A | -7.77% |
| 2021 | N/A | +19.35% |
| 2020 | N/A | +22.24% |
| 2019 | N/A | +18.67% |
| 2018 | N/A | -24.00% |
| 2017 | N/A | +9.81% |
| 2016 | N/A | +57.51% |
| 2015 | N/A | -25.56% |
| 2014 | N/A | +1.07% |
| 2013 | N/A | +30.85% |
| 2012 | N/A | +19.44% |
| 2011 | N/A | -11.21% |
| 2010 | N/A | +12.41% |
FTBI vs PSCM Drawdown Comparison
The maximum drawdown for FTBI was -5.33%, occurring on Mar 30, 2026. Recovery took 36 trading sessions.
The maximum drawdown for PSCM was -51.32%, occurring on Mar 23, 2020. Recovery took 558 trading sessions.
The current FTBI drawdown is -0.88%. The current PSCM drawdown is -10.11%.
| Rank | FTBI | PSCM |
|---|---|---|
| #1 | -5.33% Feb 25, 2026 - Apr 17, 2026 | -51.32% Sep 20, 2018 - Dec 8, 2020 |
| #2 | -2.56% Jun 2, 2026 - Jul 6, 2026 | -45.96% Sep 2, 2014 - Nov 22, 2016 |
| #3 | -2.52% Nov 12, 2025 - Nov 26, 2025 | -35.36% Nov 25, 2024 - Dec 11, 2025 |
| #4 | -1.58% May 6, 2026 - May 22, 2026 | -30.57% Apr 6, 2011 - Sep 14, 2012 |
| #5 | -1.47% Oct 8, 2025 - Oct 20, 2025 | -22.71% Apr 26, 2010 - Nov 4, 2010 |
| #6 | -1.42% Jul 6, 2026 - Jul 20, 2026 | -20.09% Jun 7, 2022 - Jan 31, 2023 |
| #7 | -1.34% Jan 29, 2026 - Feb 6, 2026 | -19.90% Feb 2, 2023 - Dec 19, 2023 |
| #8 | -1.22% Dec 11, 2025 - Dec 23, 2025 | -14.33% Feb 11, 2026 - Apr 20, 2026 |
| #9 | -1.00% Jan 15, 2026 - Jan 22, 2026 | -13.87% Jun 1, 2021 - Nov 12, 2021 |
| #10 | -0.99% Jul 22, 2025 - Aug 8, 2025 | -13.41% Jul 31, 2024 - Nov 6, 2024 |
| #11 | -0.98% Feb 10, 2026 - Feb 25, 2026 | -13.07% Sep 14, 2012 - Dec 21, 2012 |
| #12 | -0.98% Oct 27, 2025 - Nov 12, 2025 | -12.38% Dec 8, 2016 - Oct 2, 2017 |
| #13 | -0.98% Oct 21, 2025 - Oct 27, 2025 | -12.16% Apr 20, 2022 - Jun 7, 2022 |
| #14 | -0.91% Dec 26, 2025 - Jan 5, 2026 | -11.95% Jan 12, 2021 - Feb 22, 2021 |
| #15 | -0.86% Aug 13, 2025 - Aug 22, 2025 | -11.79% May 5, 2026 - Jul 20, 2026 |
Correlation
Correlation between FTBI and PSCM is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2010 - 2026)
FTBI vs PSCM dividend yield comparison.
| Year | FTBI | PSCM |
|---|---|---|
| 2026 | 4.61% | 0.51% |
| 2025 | 4.76% | 1.17% |
| 2024 | 0.00% | 0.80% |
| 2023 | 0.00% | 0.81% |
| 2022 | 0.00% | 0.93% |
| 2021 | 0.00% | 0.67% |
| 2020 | 0.00% | 1.56% |
| 2019 | 0.00% | 1.14% |
| 2018 | 0.00% | 1.25% |
| 2017 | 0.00% | 0.61% |
| 2016 | 0.00% | 0.76% |
| 2015 | 0.00% | 1.33% |
| 2014 | 0.00% | 0.85% |
| 2013 | 0.00% | 0.52% |
| 2012 | 0.00% | 0.91% |
| 2011 | 0.00% | 1.23% |
| 2010 | 0.00% | 0.42% |
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