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Issuers / Versus
Swap sidesChange issuersFirst Trust made investors more money ($32.0B) and had more funds that made money (87%).
Matchups ledof 10 called
First Trust leads
4of 10 called1Y · bold = leads · lower fee wins
T. Rowe Price leads
6of 10 calledShare of its funds that made money · 1Y · open one to see every fund
Every dot is one bonds & cash fund, placed at its 1-year return. Right of the dashed line = made money; grey = lost. The ringed dot is the middle fund.
| Box score · Bonds & cash | First Trust | T. Rowe Price |
|---|---|---|
| Funds in the category | 25 | 9 |
| Made money (W–L) | 13–12 | 4–1 |
| Win % | 52% | 80% |
| Money made | $337M | $101M |
| Typical return | +0.2% | +1.6% |
| Launches · 2026 | 0 | 1 |
| Assets | $34.8B | $7.0B |
| Fee per $100 | $0.55 | $0.24 |
The biggest bonds & cash funds on each side
| 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% |
Pairs that hold the same market · fee per $100 a year · returns within 0.1 points tie
| First Trust | Fee | 1Y | 5Y / yr | Market · fee · 1Y · 5Y | 5Y / yr | 1Y | Fee | T. Rowe Price |
|---|---|---|---|---|---|---|---|---|
| US stocks | ||||||||
| FTC | $0.58 | +3.8% | +7.6% | Large growth | +7.5% | −4.8% | $0.57 | TCHP |
| FTA | $0.58 | +29.8% | +11.2% | Large value | — | +28.8% | $0.33 | TVAL |
| FNX | $0.62 | +15.9% | +7.7% | Mid caps | — | — | $0.47 | TMID |
| FYX | $0.58 | +29.2% | +8.9% | Small caps | — | — | $0.59 | TSEE |
| International | ||||||||
| FEM | $0.80 | +17.2% | +7.2% | Emerging markets | — | — | $0.40 | TEMR |
| Bonds & cash | ||||||||
| FMHI | $0.49 | +0.2% | +0.3% | Municipal High Income | — | — | $0.32 | THYM |
| Sectors | ||||||||
| QTEC | $0.55 | +18.9% | +11.2% | US tech | — | +9.5% | $0.63 | TTEQ |
| FBT | $0.55 | +45.2% | +10.8% | Biotech | — | — | $0.55 | TDNA |
| FXH | $0.61 | +25.8% | +3.3% | Health care | — | +20.3% | $0.44 | TMED |
| FXO | $0.60 | +17.4% | +8.8% | Financials | — | +14.3% | $0.44 | TFNS |
| Thematic | ||||||||
| ILDR | $0.75 | +3.7% | +9.3% | Innovation Leaders | — | — | $0.49 | TNXT |
| Income | ||||||||
| RDVY | $0.47 | +19.3% | +11.3% | Dividend stocks | +9.8% | +16.1% | $0.50 | TDVG |
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
| +3.3% |
| THYF | T. Rowe Price U.S. High Yield ETF | $831M | +1.6% |
| TAXE | T. Rowe Price Intermediate Municipal Income ETF | $401M | +1.3% |
| THYM | T. Rowe Price High Income Municipal ETF | $34M | — |