FTCS vs. IWFG
Compare and contrast key facts about First Trust Capital Strength ETF (FTCS) and NYLI Winslow Focused Large Cap Growth ETF (IWFG).
FTCS and IWFG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FTCS is a passively managed fund by First Trust that tracks the performance of the The NASDAQ Capital Strength Index. It was launched on Jul 6, 2006. IWFG is an actively managed fund by New York Life. It was launched on Jun 23, 2022.
Performance
FTCS vs. IWFG - Performance Comparison
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FTCS vs. IWFG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
FTCS First Trust Capital Strength ETF | 0.54% | 6.46% | 11.19% | 8.48% | 8.68% |
IWFG NYLI Winslow Focused Large Cap Growth ETF | -12.12% | 14.33% | 37.56% | 38.40% | 3.75% |
Returns By Period
In the year-to-date period, FTCS achieves a 0.54% return, which is significantly higher than IWFG's -12.12% return.
FTCS
- 1D
- -0.04%
- 1M
- -6.46%
- YTD
- 0.54%
- 6M
- 0.03%
- 1Y
- 4.55%
- 3Y*
- 9.73%
- 5Y*
- 6.79%
- 10Y*
- 10.24%
IWFG
- 1D
- 1.14%
- 1M
- -5.23%
- YTD
- -12.12%
- 6M
- -12.26%
- 1Y
- 9.20%
- 3Y*
- 19.97%
- 5Y*
- —
- 10Y*
- —
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FTCS vs. IWFG - Expense Ratio Comparison
FTCS has a 0.56% expense ratio, which is higher than IWFG's 0.46% expense ratio.
Return for Risk
FTCS vs. IWFG — Risk / Return Rank
FTCS
IWFG
FTCS vs. IWFG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust Capital Strength ETF (FTCS) and NYLI Winslow Focused Large Cap Growth ETF (IWFG). 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.
| FTCS | IWFG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.34 | 0.41 | -0.07 |
Sortino ratioReturn per unit of downside risk | 0.59 | 0.75 | -0.16 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.10 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.49 | 0.50 | -0.01 |
Martin ratioReturn relative to average drawdown | 1.87 | 1.59 | +0.28 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FTCS | IWFG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.34 | 0.41 | -0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.66 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.97 | -0.46 |
Correlation
The correlation between FTCS and IWFG is 0.53, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
FTCS vs. IWFG - Dividend Comparison
FTCS's dividend yield for the trailing twelve months is around 1.12%, while IWFG has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTCS First Trust Capital Strength ETF | 1.12% | 1.04% | 1.33% | 1.47% | 1.23% | 1.06% | 0.93% | 1.26% | 1.26% | 1.15% | 1.43% | 1.50% |
IWFG NYLI Winslow Focused Large Cap Growth ETF | 0.00% | 0.00% | 5.44% | 1.01% | 0.05% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FTCS vs. IWFG - Drawdown Comparison
The maximum FTCS drawdown since its inception was -53.64%, which is greater than IWFG's maximum drawdown of -21.97%. Use the drawdown chart below to compare losses from any high point for FTCS and IWFG.
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Drawdown Indicators
| FTCS | IWFG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.64% | -21.97% | -31.67% |
Max Drawdown (1Y)Largest decline over 1 year | -9.38% | -20.20% | +10.82% |
Max Drawdown (5Y)Largest decline over 5 years | -20.93% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -31.93% | — | — |
Current DrawdownCurrent decline from peak | -6.46% | -16.31% | +9.85% |
Average DrawdownAverage peak-to-trough decline | -6.93% | -4.02% | -2.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.46% | 6.33% | -3.87% |
Volatility
FTCS vs. IWFG - Volatility Comparison
The current volatility for First Trust Capital Strength ETF (FTCS) is 3.18%, while NYLI Winslow Focused Large Cap Growth ETF (IWFG) has a volatility of 7.13%. This indicates that FTCS experiences smaller price fluctuations and is considered to be less risky than IWFG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FTCS | IWFG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.18% | 7.13% | -3.95% |
Volatility (6M)Calculated over the trailing 6-month period | 7.05% | 13.31% | -6.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.55% | 22.78% | -9.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.14% | 20.69% | -7.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.54% | 20.69% | -5.15% |