CLSMvsFTBIETF Comparison
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Cabana Target Leading Sector Moderate ETF (CLSM) and First Trust Balanced Income ETF (FTBI) belong to the same industry segment: Multi-Asset: Moderate. CLSM is less expensive with a Total Expense Ratio (TER) of 0.93%, versus 0.98% for FTBI. CLSM is up 19.23% year-to-date (YTD) with -$24M in YTD flows. FTBI performs worse with 8.29% YTD performance, and +$15M in YTD flows. Run a side-by-side ETF comparison of CLSM and FTBI below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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CLSM vs FTBI performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/27/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | CLSM FTBI | -0.14%+1.69% | +5.24%+0.48% | +19.23%+8.29% | +17.66%+8.64% | +48.37%n/a | +12.28%n/a |
| Flows | CLSM FTBI | -+$5M | -$1M+$9M | -$24M+$15M | -$31M+$19M | -$44M- | -$179M- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | CLSM FTBI | +13.14%+6.45% | +15.04%+7.56% | +13.43%n/a | +12.82%n/a |
| Max drawdown | CLSM FTBI | -3.81%-3.83% | -8.52%-5.37% | -14.57%n/a | -30.38%n/a |
| Max drawdown duration | CLSM FTBI | 21d72d | 47d50d | 229dn/a | 1590dn/a |
Trading data
CLSM | FTBI | |
Last sale 10/28/2026 at 1:30 PM | $27.78 | $21.34 |
| Previous close 10/27/2026 | $27.71 | $21.31 |
| Consolidated volume 10/27/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of September 30, 2026
1-year trailing difference
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CLSM
is actively managed and doesn’t replicate an indexCLSM | FTBI | |
|---|---|---|
| Tracking error | ||
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| 1 year cumulative return difference | ||
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Main metrics
Last update 10/28/2026 at 1:30 PM
Live
Closed
CLSM | FTBI | |
|---|---|---|
| Last price | $27.78 | $21.34 |
| 1D performance | +0.27% | +0.12% |
| AuM | $97.87 M | $29.83 M |
| E/R | 0.93% | 0.98% |
Characteristics
CLSM | FTBI | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | Cabana ETF | First Trust |
| Benchmark | - | Bloomberg Moderate Allocation Income Focus Index |
| N° of holdings | - | - |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | September 12, 2021 | May 28, 2025 |
| ESG | No | No |
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Exposure
Countries
CLSM
Data will be available soon
FTBI
Data will be available soon
Sectors
CLSM
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FTBI
Data will be available soon
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Diversification
CLSM
Data will be available soon
FTBI
Data will be available soon
Top 15 holdings
Data as of January 1, 1970
CLSM
Data will be available soon
FTBI
Data will be available soon
Frequently asked questions about CLSM and FTBI
How have the CLSM and FTBI ETFs performed in 2026?
As of October 27, 2026, CLSM is up 19.23% year-to-date (YTD), while FTBI has returned 8.29%. That puts CLSM better performer ahead so far this year.
Which ETF is attracting more investor money: CLSM or FTBI?
Year-to-date, the CLSM ETF saw -$24M in flows, compared to +$15M for FTBI.
Which ETF is more volatile: CLSM or FTBI?
Over the past year, CLSM had a volatility of 15.04%, while FTBI experienced 7.56%.
Which ETF is bigger: CLSM or FTBI?
As of October 27, 2026, CLSM holds $97.87 M in assets under management (AUM), while FTBI manages $29.83 M.
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