Screener
FTSL vs LDSF
First Trust Senior Loan Fund vs First Trust Low Duration Strategic Focus ETF
Key differences
- FTSL costs 0.07% less per year.
- FTSL is significantly larger than LDSF — larger funds tend to be more liquid and less likely to close.
- FTSL follows a index tracking strategy; LDSF uses active selection.
- Over the last 3 years, FTSL has delivered higher annualized returns.
- FTSL has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FTSL | LDSF | |
|---|---|---|
| Annual cost (TER) | 0.70% | 0.77% |
| Fund size (AUM) | $2.3B | $160M |
| Since | 2013 | 2019 |
| Dividend yield | 6.50% | 4.61% |
| Asset class | fixed income | fixed income |
| Region | north america | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +4.9% | +5.4% |
| CAGR 3Y | +7.5% | +5.4% |
| CAGR 5Y | +5.1% | +2.4% |
| Sharpe 3Y | 1.53 | 0.63 |
| Volatility 1Y | 2.12% | 2.06% |
| Max drawdown | -22.67% | -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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