Correlation
The correlation between DSU and FLRT is 0.15, 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.
DSU vs. FLRT
Compare and contrast key facts about BlackRock Debt Strategies Fund, Inc. (DSU) and Pacific Global Senior Loan ETF (FLRT).
DSU is managed by Blackrock. It was launched on Nov 6, 1998. 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: DSU or FLRT.
Performance
DSU vs. FLRT - Performance Comparison
Loading data...
Key characteristics
DSU:
0.47
FLRT:
2.25
DSU:
0.66
FLRT:
2.80
DSU:
1.12
FLRT:
1.79
DSU:
0.42
FLRT:
2.21
DSU:
2.76
FLRT:
11.91
DSU:
2.22%
FLRT:
0.53%
DSU:
13.64%
FLRT:
2.89%
DSU:
-71.27%
FLRT:
-20.96%
DSU:
-0.42%
FLRT:
-0.06%
Returns By Period
In the year-to-date period, DSU achieves a 1.72% return, which is significantly higher than FLRT's 1.62% return. Over the past 10 years, DSU has outperformed FLRT with an annualized return of 7.85%, while FLRT has yielded a comparatively lower 4.30% annualized return.
DSU
1.72%
3.73%
1.61%
6.13%
15.09%
11.97%
7.85%
FLRT
1.62%
1.70%
2.28%
6.43%
9.25%
6.76%
4.30%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
DSU vs. FLRT - Expense Ratio Comparison
DSU has a 2.47% expense ratio, which is higher than FLRT's 0.69% expense ratio.
Risk-Adjusted Performance
DSU vs. FLRT — Risk-Adjusted Performance Rank
DSU
FLRT
DSU vs. FLRT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Debt Strategies Fund, Inc. (DSU) 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.
Loading data...
Dividends
DSU vs. FLRT - Dividend Comparison
DSU's dividend yield for the trailing twelve months is around 11.38%, more than FLRT's 7.44% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
DSU BlackRock Debt Strategies Fund, Inc. | 11.38% | 11.04% | 9.71% | 7.62% | 6.26% | 7.96% | 7.46% | 8.47% | 7.03% | 6.60% | 8.07% | 7.96% |
FLRT Pacific Global Senior Loan ETF | 7.44% | 7.93% | 8.40% | 5.81% | 3.16% | 3.52% | 4.30% | 3.95% | 3.20% | 3.38% | 3.21% | 0.00% |
Drawdowns
DSU vs. FLRT - Drawdown Comparison
The maximum DSU drawdown since its inception was -71.27%, which is greater than FLRT's maximum drawdown of -20.96%. Use the drawdown chart below to compare losses from any high point for DSU and FLRT.
Loading data...
Volatility
DSU vs. FLRT - Volatility Comparison
BlackRock Debt Strategies Fund, Inc. (DSU) has a higher volatility of 1.86% compared to Pacific Global Senior Loan ETF (FLRT) at 0.62%. This indicates that DSU's price experiences larger fluctuations and is considered to be riskier than FLRT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...