Screener
FTSL vs LMBS
First Trust Senior Loan Fund vs First Trust Low Duration Opportunities ETF
Key differences
- Over the last 3 years, FTSL has delivered higher annualized returns.
Side-by-side comparison
| FTSL | LMBS | |
|---|---|---|
| Annual cost (TER) | 0.70% | 0.66% |
| Fund size (AUM) | $2.3B | $6.2B |
| Since | 2013 | 2014 |
| Dividend yield | 6.50% | 4.09% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +4.9% | +6.3% |
| CAGR 3Y | +7.5% | +5.8% |
| CAGR 5Y | +5.1% | +3.0% |
| Sharpe 3Y | 1.53 | 0.82 |
| Volatility 1Y | 2.12% | 1.98% |
| Max drawdown | -22.67% | -6.48% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to FTSL and LMBS
Explore further