FTCS vs JLCO

FTCS vs JLCO

Which is better, FTCS or JLCO?

JLCO costs less.

JLCO has a lower expense ratio. FTCS is less concentrated, with 22.5% of the fund in its ten largest positions against 47.1%.

Lower Fees: JLCOLess Concentrated: FTCS

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricFTCSJLCO
Expense Ratio0.52%0.39%Best
AUM$7.5B$11M
Dividend Yield1.22%0.00%
Holdings102108
YTD Return+6.41%Best+2.73%
1Y Return+5.59%-
3Y Return (annualized)+10.51%-
5Y Return (annualized)+6.06%-
Top 10 Weight22.5%Best47.1%
Fund FamilyFirst Trust Portfolios (US)John Hancock Investment Management
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionJul 6, 2006Jul 14, 2026

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

FTCS vs JLCO growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

Compare FTCS against instead:FTCS vs SPYFTCS vs QQQFTCS vs VOOFTCS vs VTIJLCO against:JLCO vs VXUS

FTCS vs JLCO Performance

First Trust Capital Strength ETF (FTCS) is an ETF from First Trust Portfolios (US) and John Hancock Large Cap Opportunities ETF (JLCO) is an ETF from John Hancock Investment Management. Year to date, FTCS is up 6.41% versus a gain of 2.73% for JLCO.

Past performance does not guarantee future results.

Fees and Cost Over Time

FTCS charges 0.52% per year while JLCO charges 0.39%. On a $10,000 position that is $52 vs $39 annually, a gap of $13 per year that compounds over a long holding period. On income, FTCS currently yields 1.22% against 0.00% for JLCO.

Holdings Overlap

FTCS already in JLCO6.2%
JLCO already in FTCS4.8%

6.2% of FTCS's money is in holdings JLCO also owns. 4.8% of JLCO's money is in holdings FTCS also owns.

FTCS and JLCO share little of their money.

3 positions in common, counted across the 50 positions we hold weights for in FTCS and 55 in JLCO, against full books of 102 and 108.

What only one of them owns

Our book lists 45 positions for JLCO that do not appear in our book for FTCS (88.4% of the fund), and 47 for FTCS that do not appear in JLCO (93.7%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in FTCSWeight in JLCODifference
WMTWalmart, Inc.1.89%2.18%0.29%
LINLinde Plc Ordinary Shares1.93%1.67%0.26%
MRKMerck & Co. Inc.2.34%0.95%1.39%

You are not choosing between two funds in isolation.

Whichever of FTCS and JLCO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

FTCSJLCO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, FTCS or JLCO?

FTCS has an expense ratio of 0.52% while JLCO charges 0.39%. JLCO is the cheaper option, by $13 a year on a $10,000 investment.

What is the holdings overlap between FTCS and JLCO?

6.2% of FTCS's money is in holdings JLCO also owns. 4.8% of JLCO's is in holdings FTCS also owns. They hold 3 positions in common, counted across the 50 positions we hold weights for in FTCS and 55 in JLCO.

Which pays a higher dividend, FTCS or JLCO?

FTCS yields 1.22% while JLCO yields 0.00%, so FTCS currently pays the higher dividend yield.

Is JLCO better than FTCS?

JLCO has a lower expense ratio. FTCS is less concentrated, with 22.5% of the fund in its ten largest positions against 47.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.