CAAA vs. LDSF
Compare and contrast key facts about First Trust Commercial Mortgage Opportunities ETF (CAAA) and First Trust Low Duration Strategic Focus ETF (LDSF).
CAAA and LDSF are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. CAAA is an actively managed fund by First Trust. It was launched on Feb 26, 2024. LDSF is an actively managed fund by First Trust. It was launched on Jan 3, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CAAA or LDSF.
Correlation
The correlation between CAAA and LDSF is 0.10, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
CAAA vs. LDSF - Performance Comparison
Loading data...
Key characteristics
CAAA:
2.07
LDSF:
2.14
CAAA:
3.04
LDSF:
3.07
CAAA:
1.40
LDSF:
1.43
CAAA:
3.15
LDSF:
3.96
CAAA:
8.39
LDSF:
9.47
CAAA:
0.84%
LDSF:
0.61%
CAAA:
3.36%
LDSF:
2.73%
CAAA:
-2.24%
LDSF:
-8.56%
CAAA:
-0.55%
LDSF:
-0.16%
Returns By Period
In the year-to-date period, CAAA achieves a 2.84% return, which is significantly higher than LDSF's 2.03% return.
CAAA
2.84%
0.16%
3.28%
6.89%
N/A
N/A
LDSF
2.03%
1.35%
1.92%
5.88%
2.07%
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
CAAA vs. LDSF - Expense Ratio Comparison
CAAA has a 0.55% expense ratio, which is lower than LDSF's 0.77% expense ratio.
Risk-Adjusted Performance
CAAA vs. LDSF — Risk-Adjusted Performance Rank
CAAA
LDSF
CAAA vs. LDSF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust Commercial Mortgage Opportunities ETF (CAAA) and First Trust Low Duration Strategic Focus ETF (LDSF). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Loading data...
Dividends
CAAA vs. LDSF - Dividend Comparison
CAAA's dividend yield for the trailing twelve months is around 5.77%, more than LDSF's 4.59% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
CAAA First Trust Commercial Mortgage Opportunities ETF | 5.77% | 4.02% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
LDSF First Trust Low Duration Strategic Focus ETF | 4.59% | 4.53% | 4.08% | 2.61% | 1.97% | 2.65% | 3.06% |
Drawdowns
CAAA vs. LDSF - Drawdown Comparison
The maximum CAAA drawdown since its inception was -2.24%, smaller than the maximum LDSF drawdown of -8.56%. Use the drawdown chart below to compare losses from any high point for CAAA and LDSF. For additional features, visit the drawdowns tool.
Loading data...
Volatility
CAAA vs. LDSF - Volatility Comparison
Loading data...