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BKLN vs LDSF

Invesco Senior Loan ETF vs First Trust Low Duration Strategic Focus ETF

BKLN

Invesco Senior Loan ETF

Invesco

Annual cost

0.65%

Fund size

$6.8B

LDSF

First Trust Low Duration Strategic Focus ETF

First Trust

Annual cost

0.77%

Fund size

$160M

Key differences

  • BKLN costs 0.12% less per year.
  • BKLN is significantly larger than LDSF — larger funds tend to be more liquid and less likely to close.
  • BKLN follows a index tracking strategy; LDSF uses active selection.
  • Over the last 3 years, BKLN has delivered higher annualized returns.
  • BKLN has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BKLNLDSF
Annual cost (TER)0.65%0.77%
Fund size (AUM)$6.8B$160M
Since20112019
Dividend yield6.91%4.61%
Asset classfixed incomefixed income
Regionnorth america
Strategyindex trackingactive selection
CAGR 1Y+5.3%+5.4%
CAGR 3Y+7.8%+5.4%
CAGR 5Y+5.3%+2.4%
Sharpe 3Y1.290.63
Volatility 1Y2.75%2.06%
Max drawdown-24.17%-8.56%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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