Screener
FPX vs LDSF
First Trust US Equity Opportunities ETF vs First Trust Low Duration Strategic Focus ETF
Key differences
- FPX costs 0.20% less per year.
- FPX is significantly larger than LDSF — larger funds tend to be more liquid and less likely to close.
- FPX is classified as equity, while LDSF is fixed income — different risk/return profiles.
- FPX follows a index tracking strategy; LDSF uses active selection.
- Over the last 3 years, FPX has delivered higher annualized returns.
- FPX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FPX | LDSF | |
|---|---|---|
| Annual cost (TER) | 0.57% | 0.77% |
| Fund size (AUM) | $1.3B | $160M |
| Since | 2006 | 2019 |
| Dividend yield | 0.52% | 4.61% |
| Asset class | equity | fixed income |
| Region | north america | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +43.6% | +5.3% |
| CAGR 3Y | +32.8% | +5.2% |
| CAGR 5Y | +11.1% | +2.4% |
| Sharpe 3Y | 1.08 | 0.55 |
| Volatility 1Y | 23.17% | 2.05% |
| Max drawdown | -43.14% | -8.56% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to FPX and LDSF
Explore further