Skip to content
Beacon
Screener

LDSF vs SPTL

First Trust Low Duration Strategic Focus ETF vs State Street SPDR Portfolio Long Term Treasury ETF

LDSF

First Trust Low Duration Strategic Focus ETF

First Trust

Annual cost

0.77%

Fund size

$160M

SPTL

State Street SPDR Portfolio Long Term Treasury ETF

State Street Investment Management

Annual cost

0.03%

Fund size

$10.5B

Key differences

  • SPTL costs 0.74% less per year.
  • SPTL is significantly larger than LDSF — larger funds tend to be more liquid and less likely to close.
  • LDSF follows a active selection strategy; SPTL uses index tracking.
  • Over the last 3 years, LDSF has delivered higher annualized returns.
  • SPTL has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

LDSFSPTL
Annual cost (TER)0.77%0.03%
Fund size (AUM)$160M$10.5B
Since20192007
Dividend yield4.61%4.20%
Asset classfixed incomefixed income
Regionnorth america
Strategyactive selectionindex tracking
CAGR 1Y+5.4%+5.7%
CAGR 3Y+5.4%-0.5%
CAGR 5Y+2.4%-4.9%
Sharpe 3Y0.63-0.25
Volatility 1Y2.06%9.08%
Max drawdown-8.56%-46.20%

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

Similar to LDSF and SPTL