FTBI vs. EEE

Last updated Aug 6, 2026

FTBI (First Trust Balanced Income ETF) and EEE (CYBER HORNET S&P 500 and Ethereum 75/25 Strategy ETF) are both Diversified Portfolio funds. Both are actively managed. Their 0.71 correlation means they have sometimes moved together and sometimes differently. FTBI charges 0.97%/yr vs 0.95%/yr for EEE.

Performance

FTBI vs. EEE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in First Trust Balanced Income ETF (FTBI) and CYBER HORNET S&P 500 and Ethereum 75/25 Strategy ETF (EEE). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

FTBI

• 1D: 0.11%
• 1M: 0.78%
• 6M: 5.56%
• YTD: 7.62%
• 1Y: 15.06%
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: 16.71%

EEE

• 1D: 0.51%
• 1M: 3.37%
• 6M: 6.86%
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
EEE CYBER HORNET S&P 500 and Ethereum 75/25 Strategy ETF	$24.32K	$11.99K	$7.12K
FTBI First Trust Balanced Income ETF	$99.75K	$115.34K	$123.54K

FTBI vs. EEE - Yearly Performance Comparison

	2026 (YTD)
FTBI First Trust Balanced Income ETF	4.62%
EEE CYBER HORNET S&P 500 and Ethereum 75/25 Strategy ETF	0.51%

Correlation

The correlation between FTBI and EEE is 0.71, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.

	Correlation
Correlation (All Time) Calculated using the full available price history since Jan 30, 2026	0.71

Return for Risk

FTBI vs. EEE — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

FTBI

FTBI Risk / Return Rank: 77
FTBI Sharpe Ratio Rank: 77
FTBI Sortino Ratio Rank: 77
FTBI Omega Ratio Rank: 77
FTBI Calmar Ratio Rank: 71
FTBI Martin Ratio Rank: 81

EEE

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

FTBI vs. EEE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for First Trust Balanced Income ETF (FTBI) and CYBER HORNET S&P 500 and Ethereum 75/25 Strategy ETF (EEE). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	FTBI	EEE	Difference
Sharpe ratio: Return per unit of total volatility	1.98	—	—
Sortino ratio: Return per unit of downside risk	2.83	—	—
Omega ratio: Gain probability vs. loss probability	1.36	—	—
Calmar ratio: Return relative to maximum drawdown	2.83	—	—
Martin ratio: Return relative to average drawdown	12.21	—	—

Drawdowns

FTBI vs. EEE - Drawdown Comparison

The maximum FTBI drawdown since its inception was -5.34%, smaller than the maximum EEE drawdown of -13.28%. Use the drawdown chart below to compare losses from any high point for FTBI and EEE.

Drawdown Indicators

	FTBI	EEE	Difference
Max Drawdown Largest peak-to-trough decline	-5.34%	-13.28%	+7.94%
Max Drawdown (1Y) Largest decline over 1 year	-5.34%	—	—
Current Drawdown Current decline from peak	0.00%	-1.20%	+1.20%
Average Drawdown Average peak-to-trough decline	-0.65%	-5.41%	+4.76%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.24%	—	—

Volatility

Volatility by Period

	FTBI	EEE	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.16%	—	—
Volatility (6M) Calculated over the trailing 6-month period	6.18%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	7.64%	21.76%	-14.12%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	7.34%	21.76%	-14.42%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	7.34%	21.76%	-14.42%

FTBI vs. EEE - Expense Ratio Comparison

FTBI has a 0.97% expense ratio, which is higher than EEE's 0.95% expense ratio.

Dividends

FTBI vs. EEE - Dividend Comparison

FTBI's dividend yield for the trailing twelve months is around 8.07%, more than EEE's 0.08% yield.

Position	TTM	2025
EEE CYBER HORNET S&P 500 and Ethereum 75/25 Strategy ETF	0.08%	0.00%
FTBI First Trust Balanced Income ETF	8.07%	4.76%

Frequently Asked Questions

Can I hold both FTBI and EEE in my portfolio?

FTBI and EEE have a correlation of 0.71, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, FTBI or EEE?

On fees, EEE is cheaper at 0.95% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, FTBI or EEE?

EEE is cheaper with a 0.95% expense ratio, compared with 0.97% for FTBI.

Which ETF pays a higher dividend yield, FTBI or EEE?

FTBI has the higher dividend yield at 8.07%, compared with 0.08% for EEE.

What is the main difference between FTBI and EEE?

They also come from different issuers: First Trust and CYBER HORNET. Their fees differ too: 0.97% for FTBI and 0.95% for EEE.