DALT vs. FLRT
Compare and contrast key facts about Anfield Diversified Alternatives ETF (DALT) and Pacific Global Senior Loan ETF (FLRT).
DALT and FLRT are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DALT is an actively managed fund by Regents Park Funds. It was launched on Sep 28, 2017. FLRT is an actively managed fund by Pacific Life. It was launched on Feb 19, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DALT or FLRT.
Key characteristics
| DALT | FLRT | |
|---|---|---|
| YTD Return | 3.88% | 4.20% |
| 1Y Return | 11.75% | 14.21% |
| 3Y Return (Ann) | -1.07% | 5.83% |
| 5Y Return (Ann) | 0.63% | 4.97% |
| Sharpe Ratio | 0.95 | 9.30 |
| Daily Std Dev | 10.44% | 1.52% |
| Max Drawdown | -44.92% | -20.96% |
| Current Drawdown | -10.57% | -0.26% |
Correlation
The correlation between DALT and FLRT is 0.18, 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
DALT vs. FLRT - Performance Comparison
In the year-to-date period, DALT achieves a 3.88% return, which is significantly lower than FLRT's 4.20% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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DALT vs. FLRT - Expense Ratio Comparison
DALT has a 2.22% expense ratio, which is higher than FLRT's 0.69% expense ratio.
Risk-Adjusted Performance
DALT vs. FLRT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Anfield Diversified Alternatives ETF (DALT) and Pacific Global Senior Loan ETF (FLRT). 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.
Dividends
DALT vs. FLRT - Dividend Comparison
DALT's dividend yield for the trailing twelve months is around 3.69%, less than FLRT's 8.40% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
DALT Anfield Diversified Alternatives ETF | 3.69% | 4.09% | 3.82% | 1.59% | 2.62% | 4.09% | 3.25% | 1.25% | 0.00% | 0.00% |
FLRT Pacific Global Senior Loan ETF | 8.40% | 8.40% | 5.81% | 3.16% | 3.52% | 4.30% | 3.95% | 3.20% | 3.38% | 3.21% |
Drawdowns
DALT vs. FLRT - Drawdown Comparison
The maximum DALT drawdown since its inception was -44.92%, which is greater than FLRT's maximum drawdown of -20.96%. Use the drawdown chart below to compare losses from any high point for DALT and FLRT. For additional features, visit the drawdowns tool.
Volatility
DALT vs. FLRT - Volatility Comparison
The current volatility for Anfield Diversified Alternatives ETF (DALT) is 0.17%, while Pacific Global Senior Loan ETF (FLRT) has a volatility of 0.82%. This indicates that DALT experiences smaller price fluctuations and is considered to be less risky than FLRT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.