JQUA - FTCS: Unconvincing Quality-Focused ETF

2025-04-15 02:30:00 ET

Summary

• First Trust Capital Strength ETF has a portfolio of 50 stocks meeting quality and low volatility criteria.
• FTCS is well-diversified due to its equal-weight methodology and has a focus on industrials.
• FTCS has lagged the S&P 500 since its inception, mostly due to underperformance in the last few years.
• Several quality-focused ETFs with much lower fees have significantly outperformed FTCS since 2018.

FTCS strategy

First Trust Capital Strength ETF ( FTCS ) started investing operations on 7/6/2006 and tracks the Capital Strength Index. FTCS has a portfolio of 50 stocks, a 30-day SEC yield of 0.94% and an expense ratio of 0.54%. Distributions are paid quarterly....

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