First Trust Limited Duration Investment Grade Corporate ETF (FSIG)

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The chart shows the growth of an initial investment of $10,000 in First Trust Limited Duration Investment Grade Corporate ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

First Trust Limited Duration Investment Grade Corporate ETF (FSIG) has returned -0.17% so far this year and 4.87% over the past 12 months.

Based on dividend-adjusted daily data since Nov 18, 2021, FSIG's average daily return is +0.01%, while the average monthly return is +0.23%. At this rate, your investment would double in approximately 25.1 years.

Historically, 66% of months were positive and 34% were negative. The best month was Nov 2023 with a return of +2.7%, while the worst month was Mar 2022 at -1.6%. The longest winning streak lasted 14 consecutive months, and the longest losing streak was 4 months.

On a daily basis, FSIG closed higher 48% of trading days. The best single day was Nov 10, 2022 with a return of +1.0%, while the worst single day was Apr 7, 2025 at -1.0%.

First Trust Limited Duration Investment Grade Corporate ETF has an annualized alpha of 2.41%, beta of 0.05, and R² of 0.07 versus S&P 500 Index. Calculated based on daily prices since November 19, 2021.

• This ETF participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (14.93%) than losses (13.11%) — typical of diversified or defensive assets.
• Beta of 0.05 may look defensive, but with R² of 0.07 this ETF is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
• R² of 0.07 means this ETF moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

FSIG has an expense ratio of 0.55%, placing it in the medium range.

FSIG ranks 91 for risk / return — in the top 91% of ETFs on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

The table below present risk-adjusted performance metrics for First Trust Limited Duration Investment Grade Corporate ETF (FSIG) and compare them to a chosen benchmark (S&P 500 Index).

First Trust Limited Duration Investment Grade Corporate ETF provided a 4.80% dividend yield over the last twelve months, with an annual payout of $0.91 per share. The fund has been increasing its distributions for 4 consecutive years.

The table displays the monthly dividend distributions for First Trust Limited Duration Investment Grade Corporate ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the First Trust Limited Duration Investment Grade Corporate ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the First Trust Limited Duration Investment Grade Corporate ETF was 6.88%, occurring on Oct 20, 2022. Recovery took 280 trading sessions.

The current First Trust Limited Duration Investment Grade Corporate ETF drawdown is 0.87%.

The chart below shows the rolling one-month volatility.