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LMBS vs FTSL

First Trust Low Duration Opportunities ETF vs First Trust Senior Loan Fund

LMBS

First Trust Low Duration Opportunities ETF

First Trust

Annual cost

0.66%

Fund size

$6.2B

FTSL

First Trust Senior Loan Fund

First Trust

Annual cost

0.70%

Fund size

$2.3B

Key differences

  • Over the last 3 years, FTSL has delivered higher annualized returns.

Side-by-side comparison

LMBSFTSL
Annual cost (TER)0.66%0.70%
Fund size (AUM)$6.2B$2.3B
Since20142013
Dividend yield4.09%6.50%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+6.3%+4.9%
CAGR 3Y+5.8%+7.5%
CAGR 5Y+3.0%+5.1%
Sharpe 3Y0.821.53
Volatility 1Y1.98%2.12%
Max drawdown-6.48%-22.67%

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

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