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SRLN vs FTSL

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

SRLN

State Street Blackstone Senior Loan ETF

State Street Investment Management

Annual cost

0.70%

Fund size

$5.0B

FTSL

First Trust Senior Loan Fund

First Trust

Annual cost

0.70%

Fund size

$2.3B

Side-by-side comparison

SRLNFTSL
Annual cost (TER)0.70%0.70%
Fund size (AUM)$5.0B$2.3B
Since20132013
Dividend yield7.58%6.50%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+6.0%+4.9%
CAGR 3Y+8.0%+7.5%
CAGR 5Y+4.8%+5.1%
Sharpe 3Y1.421.53
Volatility 1Y2.88%2.12%
Max drawdown-22.29%-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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