FTCB vs SPYX

Comparison between FIRST TRUST CORE INVESTMENT GRADE ETF (FTCB, ETF) and SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF (SPYX, ETF).

FTCB vs SPYX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FTCB(ETF)	SPYX(ETF)
Net Assets	$2.30B	$2.30B
Expense Ratio	0.56%	0.20%
Max Drawdown	6.80%	33.23%
Sharpe Ratio	0.56	1.98
5Y Beta	0.03	0.99
P/E Ratio	N/A	28.93
Forward P/E	N/A	22.38
5Y Dividends CAGR	N/A	4.43%
5Y EPS CAGR	N/A	28.35%
Debt to Equity	N/A	37.28%
P/S Ratio	N/A	3.61
P/B Ratio	N/A	5.63

Net Assets

FTCB

$2.30B

SPYX

$2.30B

Expense Ratio

FTCB

0.56%

Winner

SPYX

0.20%

Max Drawdown

Winner

FTCB

6.80%

SPYX

33.23%

Sharpe Ratio

FTCB

0.56

Winner

SPYX

1.98

5Y Beta

Winner

FTCB

0.03

SPYX

0.99

P/E Ratio

FTCB

N/A

SPYX

28.93

Forward P/E

FTCB

N/A

SPYX

22.38

5Y Dividends CAGR

FTCB

N/A

SPYX

4.43%

5Y EPS CAGR

FTCB

N/A

SPYX

28.35%

Debt to Equity

FTCB

N/A

SPYX

37.28%

P/S Ratio

FTCB

N/A

SPYX

3.61

P/B Ratio

FTCB

N/A

SPYX

5.63

FTCB vs SPYX - Historical Returns

Returns include dividend reinvestment.

Period	FTCB	SPYX
1 month	+0.14%	+9.35%
3 months	-0.04%	+6.35%
6 months	+1.28%	+9.81%
1 year	+6.54%	+31.37%
5 years(CAGR)	N/A	+12.92%
10 years(CAGR)	N/A	+15.55%
Max(CAGR)	+6.83%	+14.69%

FTCB

+0.14%

Winner

SPYX

+9.35%

FTCB

-0.04%

Winner

SPYX

+6.35%

FTCB

+1.28%

Winner

SPYX

+9.81%

FTCB

+6.54%

Winner

SPYX

+31.37%

5Y(CAGR)

FTCB

N/A

SPYX

+12.92%

10Y(CAGR)

FTCB

N/A

SPYX

+15.55%

Max(CAGR)

FTCB

+6.83%

Winner

SPYX

+14.69%

FTCB vs SPYX - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	FTCB	SPYX
2026	+0.76%	+7.60%
2025	+8.02%	+18.23%
2024	+2.87%	+26.04%
2023	+5.74%	+27.44%
2022	N/A	-19.97%
2021	N/A	+30.12%
2020	N/A	+18.84%
2019	N/A	+31.63%
2018	N/A	-4.86%
2017	N/A	+22.61%
2016	N/A	+12.60%
2015	N/A	-2.02%

FTCB vs SPYX Drawdown Comparison

The maximum drawdown for FTCB was -4.99%, occurring on Jan 13, 2025. Recovery took 137 trading sessions.

The maximum drawdown for SPYX was -32.83%, occurring on Mar 23, 2020. Recovery took 118 trading sessions.

The current FTCB drawdown is -1.32%.

Rank	FTCB	SPYX
#1	-4.99% Sep 16, 2024 - Apr 3, 2025	-32.83% Feb 19, 2020 - Aug 6, 2020
#2	-3.68% Feb 1, 2024 - Jun 14, 2024	-26.15% Dec 29, 2021 - Dec 14, 2023
#3	-2.88% Apr 4, 2025 - Jun 26, 2025	-19.19% Sep 20, 2018 - Apr 12, 2019
#4	-2.87% Feb 27, 2026 - Mar 26, 2026	-18.74% Feb 19, 2025 - Jun 26, 2025
#5	-1.75% Dec 27, 2023 - Feb 1, 2024	-12.46% Dec 1, 2015 - Apr 19, 2016
#6	-1.43% Jun 18, 2024 - Jul 10, 2024	-9.84% Jan 12, 2026 - Apr 15, 2026
#7	-1.28% Jun 30, 2025 - Aug 1, 2025	-9.67% Jan 26, 2018 - Jul 25, 2018
#8	-1.19% Aug 2, 2024 - Aug 14, 2024	-9.55% Sep 2, 2020 - Nov 11, 2020
#9	-1.07% Oct 28, 2025 - Nov 26, 2025	-8.45% Jul 16, 2024 - Sep 19, 2024
#10	-0.96% Sep 16, 2025 - Oct 10, 2025	-7.14% May 3, 2019 - Jun 20, 2019
#11	-0.93% Nov 26, 2025 - Jan 14, 2026	-6.19% Jul 26, 2019 - Oct 21, 2019
#12	-0.80% Nov 8, 2023 - Nov 14, 2023	-5.71% Jun 8, 2016 - Jul 8, 2016
#13	-0.71% Jul 17, 2024 - Jul 30, 2024	-5.57% Sep 3, 2021 - Oct 25, 2021
#14	-0.66% Jan 14, 2026 - Feb 5, 2026	-5.44% Mar 28, 2024 - May 15, 2024
#15	-0.62% Dec 7, 2023 - Dec 13, 2023	-5.17% Oct 28, 2025 - Dec 11, 2025

Correlation

Correlation between FTCB and SPYX is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94

-101

Dividend Comparison (2015 - 2026)

FTCB vs SPYX dividend yield comparison.

Year	FTCB	SPYX
2026	1.72%	0.22%
2025	4.99%	0.91%
2024	5.19%	1.05%
2023	0.35%	1.21%
2022	0.00%	1.41%
2021	0.00%	1.04%
2020	0.00%	1.33%
2019	0.00%	1.56%
2018	0.00%	1.92%
2017	0.00%	1.68%
2016	0.00%	1.91%
2015	0.00%	0.16%