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FTSL vs BKLN

First Trust Senior Loan Fund vs Invesco Senior Loan ETF

FTSL

First Trust Senior Loan Fund

First Trust

Annual cost

0.70%

Fund size

$2.3B

BKLN

Invesco Senior Loan ETF

Invesco

Annual cost

0.65%

Fund size

$6.8B

Side-by-side comparison

FTSLBKLN
Annual cost (TER)0.70%0.65%
Fund size (AUM)$2.3B$6.8B
Since20132011
Dividend yield6.50%6.91%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+4.9%+5.3%
CAGR 3Y+7.5%+7.8%
CAGR 5Y+5.1%+5.3%
Sharpe 3Y1.531.29
Volatility 1Y2.12%2.75%
Max drawdown-22.67%-24.17%

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

Similar to FTSL and BKLN