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FTLS vs LGOV

First Trust Long/Short Equity ETF vs First Trust Long Duration Opportunities ETF

FTLS

First Trust Long/Short Equity ETF

First Trust

Annual cost

1.38%

Fund size

$2.3B

LGOV

First Trust Long Duration Opportunities ETF

First Trust

Annual cost

0.49%

Fund size

$664M

Key differences

  • LGOV costs 0.89% less per year.
  • FTLS is significantly larger than LGOV — larger funds tend to be more liquid and less likely to close.
  • FTLS is classified as alternative, while LGOV is fixed income — different risk/return profiles.
  • FTLS follows a long short strategy; LGOV uses index tracking.
  • Over the last 3 years, FTLS has delivered higher annualized returns.
  • FTLS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FTLSLGOV
Annual cost (TER)1.38%0.49%
Fund size (AUM)$2.3B$664M
Since20142019
Dividend yield0.91%4.21%
Asset classalternativefixed income
Regionnorth americanorth america
Strategylong shortindex tracking
CAGR 1Y+15.7%+6.4%
CAGR 3Y+14.8%+2.0%
CAGR 5Y+10.5%-1.7%
Sharpe 3Y1.09-0.13
Volatility 1Y8.19%6.99%
Max drawdown-20.54%-30.85%

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

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