Screener
LDSF vs BKLN
First Trust Low Duration Strategic Focus ETF vs Invesco Senior Loan ETF
Key differences
- BKLN costs 0.12% less per year.
- BKLN is significantly larger than LDSF — larger funds tend to be more liquid and less likely to close.
- LDSF follows a active selection strategy; BKLN uses index tracking.
- Over the last 3 years, BKLN has delivered higher annualized returns.
- BKLN has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| LDSF | BKLN | |
|---|---|---|
| Annual cost (TER) | 0.77% | 0.65% |
| Fund size (AUM) | $160M | $6.8B |
| Since | 2019 | 2011 |
| Dividend yield | 4.61% | 6.91% |
| Asset class | fixed income | fixed income |
| Region | — | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +5.4% | +5.3% |
| CAGR 3Y | +5.4% | +7.8% |
| CAGR 5Y | +2.4% | +5.3% |
| Sharpe 3Y | 0.63 | 1.29 |
| Volatility 1Y | 2.06% | 2.75% |
| Max drawdown | -8.56% | -24.17% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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