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First Trust made investors more money ($32.0B) and had more funds that made money (87%).
The past year, all their funds · Data as of Nov 3, 2026
Tale of the tape 1Y · lower fee wins
Every dot is one bonds & cash fund, placed at its 1-year return. Right of the line = made money. The ringed dot is the middle fund.
| BOX SCORE · BONDS & CASH | First Trust | Alliance Bernstein |
|---|---|---|
| Funds in the category | 25 | 12 |
| Made money (W–L) | 13–12 | 6–4 |
| Win % | 52% | 60% |
| Money made | $337M | $104M |
| Typical return | +0.2% | +1.5% |
| Launches · 2026 | 0 | 0 |
| Assets | $34.8B | $9.7B |
| Fee per $100 | $0.55 | $0.29 |
| Fund | Name | Assets | 1Y |
|---|---|---|---|
| FTSM | First Trust Enhanced Short Maturity ETF | $6.8B | +3.3% ✓ |
| LMBS | First Trust Low Duration Opportunities ETF | $6.6B | +1.9% ✓ |
| UCON | First Trust Smith Unconstrained Bond ETF | $3.1B | −0.7% ✕ |
| FIXD | First Trust Smith Opportunistic Fixed Income ETF | $2.8B | −1.8% ✕ |
| FTCB | First Trust Core Investment Grade ETF | $2.8B | −1.0% ✕ |
| FTSL | First Trust Senior Loan Fund | $2.5B | +2.8% ✓ |
| Fund | Name | Assets | 1Y |
|---|---|---|---|
| YEAR | Alliance Bernstein - AB Ultra Short Income ETF | $1.6B | +2.9% ✓ |
| TAFI | Alliance Bernstein - AB Tax-Aware Short Duration Municipal ETF | $1.5B | +1.5% ✓ |
| NYM | AB Active ETFs Inc. - AB New York Intermediate Municipal ETF | $1.3B | — |
| CAM | Alliance Bernstein - AB California Intermediate Municipal ETF | $1.2B | +0.8% ✓ |
| CORB | AB Active ETFs, Inc. - AB Core Bond ETF | $1.2B | — |
| TAFM | Alliance Bernstein - AB Tax-Aware Intermediate Municipal ETF | $1.2B | −0.1% ✕ |
Pairs that hold the same market. Fee = per $100 a year. Returns within 0.1 points are a tie; 5-year returns are per year.
Squares, left to right: fee · 1 year · 5 years, coloured by who won. Most gaps come from different index rules, not fees.
The past year. Win % counts funds, not dollars; money made is estimated from each fund’s assets and return. Categories with fewer than 3 funds on a side are flagged. Not advice.