FTCS vs LGHT

FTCS vs LGHT

Which is better, FTCS or LGHT?

Each has led over a different period.

FTCS has a lower expense ratio. FTCS led over the full window, LGHT over 1Y. FTCS is less concentrated, with 22.5% of the fund in its ten largest positions against 75.5%.

Lower Fees: FTCSHigher Returns: splitLess 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

MetricFTCSLGHT
Expense Ratio0.52%Best0.85%
AUM$7.5B$2M
Dividend Yield1.22%0.00%
Holdings10232
YTD Return+7.80%+12.20%Best
1Y Return+7.60%+11.48%Best
3Y Return (annualized)+10.98%-
5Y Return (annualized)+6.21%-
Volatility (annualized)11.3%Best17.9%
Max Drawdown-12.6%Best-28.6%
$10,000 over 2.8 years$12,801Best$11,023
Top 10 Weight22.5%Best75.5%
Fund FamilyFirst Trust Portfolios (US)Langar Investment Management
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionJul 6, 2006Jan 10, 2024

Volatility and max drawdown, and the $10,000 over 2.8 years row, are measured over the window both funds cover: Jan 10, 2024 to Oct 15, 2026 (2.8 years).

FTCS vs LGHT 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 covers the 2.8 years both funds cover.

Compare FTCS against instead:FTCS vs SPYFTCS vs QQQFTCS vs VOOFTCS vs VTILGHT against:LGHT vs VXUS

FTCS vs LGHT Performance

First Trust Capital Strength ETF (FTCS) is an ETF from First Trust Portfolios (US) and Langar Global Healthtech ETF (LGHT) is an ETF from Langar Investment Management. Over the past year FTCS returned +7.60% while LGHT returned +11.48%. Year to date, FTCS is up 7.80% versus a gain of 12.20% for LGHT.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

LGHT has been the more volatile fund, with annualized monthly volatility of 17.9% compared with 11.3% for FTCS. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -12.6% for FTCS and -28.6% for LGHT. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.49. They move together some of the time, and apart the rest.

Fees and Cost Over Time

FTCS charges 0.52% per year while LGHT charges 0.85%. On a $10,000 position that is $52 vs $85 annually, a gap of $33 per year that compounds over a long holding period. On income, FTCS currently yields 1.22% against 0.00% for LGHT.

Holdings Overlap

FTCS already in LGHT2.3%
LGHT already in FTCS9.0%

2.3% of FTCS's money is in holdings LGHT also owns. 9.0% of LGHT's money is in holdings FTCS also owns.

LGHT and FTCS share little of their money.

1 positions in common, counted across the 50 positions we hold weights for in FTCS and 31 in LGHT, against full books of 102 and 32.

What only one of them owns

Our book lists 26 positions for LGHT that do not appear in our book for FTCS (80.1% of the fund), and 49 for FTCS that do not appear in LGHT (97.6%).

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 LGHTDifference
RMDResmed Inc.2.27%8.98%6.71%

You are not choosing between two funds in isolation.

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

FTCSLGHT

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, FTCS or LGHT?

FTCS has an expense ratio of 0.52% while LGHT charges 0.85%. FTCS is the cheaper option, by $33 a year on a $10,000 investment.

Which performed better, FTCS or LGHT?

Over the past year FTCS returned +7.60% vs +11.48% for LGHT, so LGHT leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, FTCS or LGHT?

LGHT has been the more volatile fund at 17.9% annualized versus 11.3% for FTCS. Worst drawdown: FTCS -12.6% vs LGHT -28.6%.

Should I hold both FTCS and LGHT?

FTCS and LGHT have a monthly-return correlation of 0.49, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between FTCS and LGHT?

9.0% of LGHT's money is in holdings FTCS also owns. 9.0% of LGHT's is in holdings FTCS also owns. They hold 1 positions in common, counted across the 50 positions we hold weights for in FTCS and 31 in LGHT.

Which pays a higher dividend, FTCS or LGHT?

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

Is LGHT better than FTCS?

FTCS has a lower expense ratio. FTCS led over the full window, LGHT over 1Y. FTCS is less concentrated, with 22.5% of the fund in its ten largest positions against 75.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.