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FTSL vs SRLN

First Trust Senior Loan Fund vs State Street Blackstone Senior Loan ETF

FTSL

First Trust Senior Loan Fund

First Trust

Annual cost

0.70%

Fund size

$2.3B

SRLN

State Street Blackstone Senior Loan ETF

State Street Investment Management

Annual cost

0.70%

Fund size

$5.0B

Side-by-side comparison

FTSLSRLN
Annual cost (TER)0.70%0.70%
Fund size (AUM)$2.3B$5.0B
Since20132013
Dividend yield6.50%7.58%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+4.9%+6.0%
CAGR 3Y+7.5%+8.0%
CAGR 5Y+5.1%+4.8%
Sharpe 3Y1.531.42
Volatility 1Y2.12%2.88%
Max drawdown-22.67%-22.29%

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

Similar to FTSL and SRLN