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FTLS vs FTIF

First Trust Long/Short Equity ETF vs First Trust Bloomberg Inflation Sensitive Equity ETF

FTLS

First Trust Long/Short Equity ETF

First Trust

Annual cost

1.38%

Fund size

$2.3B

FTIF

First Trust Bloomberg Inflation Sensitive Equity ETF

First Trust

Annual cost

0.60%

Fund size

$4M

Key differences

  • FTIF costs 0.78% less per year.
  • FTLS is significantly larger than FTIF — larger funds tend to be more liquid and less likely to close.
  • FTLS is classified as alternative, while FTIF is equity — different risk/return profiles.
  • FTLS follows a long short strategy; FTIF uses index tracking.
  • FTLS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FTLSFTIF
Annual cost (TER)1.38%0.60%
Fund size (AUM)$2.3B$4M
Since20142023
Dividend yield0.91%1.11%
Asset classalternativeequity
Regionnorth americanorth america
Strategylong shortindex tracking
CAGR 1Y+15.8%+38.2%
CAGR 3Y+14.6%+15.4%
CAGR 5Y+10.7%N/A
Sharpe 3Y1.070.68
Volatility 1Y8.19%15.09%
Max drawdown-20.54%-27.83%

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

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