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EMLP vs LDSF
First Trust North American Energy Infrastructure Fund vs First Trust Low Duration Strategic Focus ETF
Key differences
- LDSF costs 0.18% less per year.
- EMLP is significantly larger than LDSF — larger funds tend to be more liquid and less likely to close.
- EMLP is classified as equity, while LDSF is fixed income — different risk/return profiles.
- EMLP follows a index tracking strategy; LDSF uses active selection.
- Over the last 3 years, EMLP has delivered higher annualized returns.
- EMLP has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| EMLP | LDSF | |
|---|---|---|
| Annual cost (TER) | 0.95% | 0.77% |
| Fund size (AUM) | $4.1B | $160M |
| Since | 2012 | 2019 |
| Dividend yield | 2.69% | 4.61% |
| Asset class | equity | fixed income |
| Region | — | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +22.5% | +5.4% |
| CAGR 3Y | +22.0% | +5.4% |
| CAGR 5Y | +16.6% | +2.4% |
| Sharpe 3Y | 1.33 | 0.63 |
| Volatility 1Y | 9.80% | 2.06% |
| Max drawdown | -43.61% | -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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