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LVLN vs FTSL

State Street SPDR S&P Leveraged Ln ETF vs First Trust Senior Loan Fund

LVLN

State Street SPDR S&P Leveraged Ln ETF

Annual cost

Fund size

FTSL

First Trust Senior Loan Fund

First Trust

Annual cost

0.70%

Fund size

$2.3B

Key differences

  • LVLN is classified as alternative, while FTSL is fixed income — different risk/return profiles.

Side-by-side comparison

LVLNFTSL
Annual cost (TER)0.70%
Fund size (AUM)$2.3B
Since2013
Dividend yield6.50%
Asset classalternativefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1YN/A+4.9%
CAGR 3YN/A+7.5%
CAGR 5YN/A+5.1%
Sharpe 3YN/A1.53
Volatility 1Y2.12%
Max drawdown-2.34%-22.67%

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

Similar to LVLN and FTSL