FTBI vs WANT
Comparison between FIRST TRUST BALANCED INCOME ETF (FTBI, ETF) and DIREXION DAILY CONSUMER DISCRETIONARY BULL 3X SHARES (WANT, ETF).
FTBI vs WANT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FTBI
$21M
WANT
$21M
Expense Ratio
FTBI
0.97%
WANT
N/A
Max Drawdown
Winner
FTBI
6.42%
WANT
85.89%
Sharpe Ratio
Winner
FTBI
1.60
WANT
0.25
5Y Beta
Winner
FTBI
0.52
WANT
3.42
P/E Ratio
FTBI
N/A
WANT
32.97
Forward P/E
FTBI
N/A
WANT
26.74
PEG Ratio
FTBI
N/A
WANT
1.30
5Y Dividends CAGR
FTBI
N/A
WANT
63.72%
5Y EPS CAGR
FTBI
N/A
WANT
22.94%
Debt to Equity
FTBI
N/A
WANT
-186.88%
P/S Ratio
FTBI
N/A
WANT
2.78
P/B Ratio
FTBI
N/A
WANT
8.42
FTBI vs WANT - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FTBI
+0.69%
WANT
-9.37%
3M
Winner
FTBI
+2.51%
WANT
-9.11%
6M
Winner
FTBI
+5.12%
WANT
-19.03%
1Y
Winner
FTBI
+16.39%
WANT
+10.29%
5Y(CAGR)
FTBI
N/A
WANT
-6.28%
Max(CAGR)
Winner
FTBI
+17.01%
WANT
+7.34%
FTBI vs WANT - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | FTBI | WANT |
|---|---|---|
| 2026 | +4.74% | -15.99% |
| 2025 | +11.78% | -2.82% |
| 2024 | N/A | +65.04% |
| 2023 | N/A | +118.47% |
| 2022 | N/A | -84.35% |
| 2021 | N/A | +90.56% |
| 2020 | N/A | +40.48% |
| 2019 | N/A | +83.57% |
| 2018 | N/A | -24.91% |
FTBI vs WANT Drawdown Comparison
The maximum drawdown for FTBI was -5.33%, occurring on Mar 30, 2026. Recovery took 36 trading sessions.
The maximum drawdown for WANT was -85.89%, occurring on Dec 28, 2022. This drawdown has not yet recovered.
The current FTBI drawdown is -1.63%. The current WANT drawdown is -60.56%.
| Rank | FTBI | WANT |
|---|---|---|
| #1 | -5.33% Feb 25, 2026 - Apr 17, 2026 | -85.89% Nov 5, 2021 - Dec 28, 2022 |
| #2 | -2.52% Nov 12, 2025 - Nov 26, 2025 | -76.09% Feb 19, 2020 - Aug 24, 2020 |
| #3 | -1.63% Jun 2, 2026 - Jun 5, 2026 | -40.85% Dec 3, 2018 - Feb 22, 2019 |
| #4 | -1.58% May 6, 2026 - May 22, 2026 | -28.15% Feb 8, 2021 - Apr 9, 2021 |
| #5 | -1.47% Oct 8, 2025 - Oct 20, 2025 | -25.29% Apr 26, 2019 - Jul 3, 2019 |
| #6 | -1.34% Jan 29, 2026 - Feb 6, 2026 | -23.36% Oct 13, 2020 - Nov 24, 2020 |
| #7 | -1.22% Dec 11, 2025 - Dec 23, 2025 | -23.09% Sep 2, 2020 - Oct 12, 2020 |
| #8 | -1.00% Jan 15, 2026 - Jan 22, 2026 | -23.05% Jul 15, 2019 - Dec 26, 2019 |
| #9 | -0.99% Jul 22, 2025 - Aug 8, 2025 | -21.22% Apr 16, 2021 - Jul 2, 2021 |
| #10 | -0.98% Feb 10, 2026 - Feb 25, 2026 | -14.90% Jan 25, 2021 - Feb 5, 2021 |
| #11 | -0.98% Oct 27, 2025 - Nov 12, 2025 | -13.86% Jul 26, 2021 - Sep 27, 2021 |
| #12 | -0.98% Oct 21, 2025 - Oct 27, 2025 | -12.28% Jul 12, 2021 - Jul 26, 2021 |
| #13 | -0.91% Dec 26, 2025 - Jan 5, 2026 | -9.96% Sep 27, 2021 - Oct 15, 2021 |
| #14 | -0.86% Aug 13, 2025 - Aug 22, 2025 | -9.07% Jan 17, 2020 - Feb 4, 2020 |
| #15 | -0.85% Apr 24, 2026 - May 5, 2026 | -7.68% Feb 22, 2019 - Mar 18, 2019 |
Correlation
Correlation between FTBI and WANT is 0.22 which considered as a very weak or no correlation - the stocks move independently of each other.
0.22
-101
Dividend Comparison (2019 - 2026)
FTBI vs WANT dividend yield comparison.
| Year | FTBI | WANT |
|---|---|---|
| 2026 | 3.30% | 0.22% |
| 2025 | 4.76% | 0.65% |
| 2024 | 0.00% | 0.61% |
| 2023 | 0.00% | 0.46% |
| 2020 | 0.00% | 0.07% |
| 2019 | 0.00% | 0.64% |
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