FT Confluence BDC & Specialty Finance Income ETF (FBDC) belongs to the Financials Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with FBDC. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FBDC
FBDC charges 1.35% annually. There are 44 ETFs in the Financials Equities category with lower expense ratios, going as low as 0.08%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| State Street Financial Select Sector SPDR ETF | 0.08% | 54.08B | Dec 1998 | FBDC vs XLF | |
| Fidelity MSCI Financials Index ETF | 0.08% | 2.23B | Oct 2013 | FBDC vs FNCL | |
| Vanguard Financials ETF | 0.09% | 13.50B | Jan 2004 | FBDC vs VFH | |
| VanEck Financials TruSector ETF | 0.10% | 581.08K | Apr 2026 | FBDC vs TRUF | |
| Gabelli Financial Services Opportunities ETF | 0.10% | 50.20M | May 2022 | FBDC vs GABF |
Best Risk-Adjusted Alternatives to FBDC
FBDC has a PortfoliosLab risk / return rank of 4. There are 33 ETFs in the Financials Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| HSBC Holdings plc ADRhedged ETF | 91 | 5.04M | Oct 2024 | FBDC vs HSBH | |
| Themes Global Systemically Important Banks ETF | 86 | 28.23M | Dec 2023 | FBDC vs GSIB | |
| Invesco KBW Bank ETF | 66 | 6.94B | Nov 2011 | FBDC vs KBWB | |
| iShares MSCI Europe Financials ETF | 58 | 3.79B | Jan 2010 | FBDC vs EUFN | |
| Invesco S&P SmallCap Financials ETF | 57 | 26.93M | Apr 2010 | FBDC vs PSCF |
Top Performing FBDC Alternatives (YTD)
FBDC is at -4.10% YTD. There are 37 ETFs in the Financials Equities category with higher YTD returns, going as high as 30.58%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| HSBC Holdings plc ADRhedged ETF | 30.58% | 5.04M | Oct 2024 | FBDC vs HSBH | |
| First Trust NASDAQ ABA Community Bank Index Fund | 24.78% | 90.69M | Jun 2009 | FBDC vs QABA | |
| SPDR S&P Regional Banking ETF | 21.63% | 4.83B | Jun 2006 | FBDC vs KRE | |
| Invesco S&P SmallCap Financials ETF | 19.69% | 26.93M | Apr 2010 | FBDC vs PSCF | |
| iShares U.S. Regional Banks ETF | 19.57% | 676.67M | May 2006 | FBDC vs IAT |
Lowest Volatility Alternatives to FBDC
FBDC has 18.06% 1-year volatility. There are 21 ETFs in the Financials Equities category with lower 1-year volatility, going as low as 11.96%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| State Street Financial Select Sector SPDR Premium ... | 11.96% | 6.39M | Jul 2025 | FBDC vs XLFI | |
| iShares MSCI Kuwait ETF | 13.38% | 71.14M | Sep 2020 | FBDC vs KWT | |
| VanEck Financials TruSector ETF | 13.66% | 581.08K | Apr 2026 | FBDC vs TRUF | |
| iShares Global Financials ETF | 13.87% | 607.66M | Nov 2001 | FBDC vs IXG | |
| iShares U.S. Financials ETF | 14.57% | 4.22B | May 2000 | FBDC vs IYF |
Lowest Drawdown Alternatives to FBDC
FBDC has a 1-year max drawdown of -20.60%. There are 32 ETFs in the Financials Equities category with shallower 1-year drawdowns, going as shallow as -7.62%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| iShares U.S. Insurance ETF | -7.62% | 473.96M | May 2006 | FBDC vs IAK | |
| Invesco KBW Property & Casualty Insurance ETF | -9.56% | 261.87M | Dec 2010 | FBDC vs KBWP | |
| Invesco S&P SmallCap Financials ETF | -9.91% | 26.93M | Apr 2010 | FBDC vs PSCF | |
| iShares Global Financials ETF | -11.33% | 607.66M | Nov 2001 | FBDC vs IXG | |
| iShares MSCI Kuwait ETF | -11.54% | 71.14M | Sep 2020 | FBDC vs KWT |
Other ETFs from First Trust
The 10 most viewed First Trust ETFs shown here include CIBR, GRID, AIRR and span 14 categories. AUM among these funds goes as high as $14B.
Often Compared With FBDC
Investors most often compare FBDC with PBDC, BDCZ, BIZD. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare FBDC with Any Fund or Stock
Compare FBDC with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FBDC with funds that move differently
FT Confluence BDC & Specialty Finance Income ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FBDC.
Explore FBDC Diversifiers