FBDC vs. TRUF
FBDC (FT Confluence BDC & Specialty Finance Income ETF) and TRUF (VanEck Financials TruSector ETF) are both Financials Equities funds. At a 0.40 correlation, their price movements are largely independent. FBDC charges 1.35%/yr vs 0.10%/yr for TRUF.
Performance
FBDC vs. TRUF - Performance Comparison
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Returns By Period
FBDC
- 1D
- 1.74%
- 1M
- 4.48%
- 6M
- -6.58%
- YTD
- -4.10%
- 1Y
- -11.30%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
TRUF
- 1D
- 0.28%
- 1M
- 4.66%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
FBDC vs. TRUF - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
FBDC FT Confluence BDC & Specialty Finance Income ETF | 7.91% |
TRUF VanEck Financials TruSector ETF | 15.99% |
Correlation
The correlation between FBDC and TRUF is 0.40, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Apr 2, 2026 | 0.40 |
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Return for Risk
FBDC vs. TRUF — Risk / Return Rank
FBDC
TRUF
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
FBDC vs. TRUF - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for FT Confluence BDC & Specialty Finance Income ETF (FBDC) and VanEck Financials TruSector ETF (TRUF). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FBDC | TRUF | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 0.91 | — | — |
| Calmar ratioReturn relative to maximum drawdown | -0.55 | — | — |
| Martin ratioReturn relative to average drawdown | -0.93 | — | — |
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Drawdowns
FBDC vs. TRUF - Drawdown Comparison
The maximum FBDC drawdown since its inception was -20.60%, which is greater than TRUF's maximum drawdown of -3.24%. Use the drawdown chart below to compare losses from any high point for FBDC and TRUF.
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Drawdown Indicators
| FBDC | TRUF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.60% | -3.24% | -17.36% |
Max Drawdown (1Y)Largest decline over 1 year | -20.60% | — | — |
Current DrawdownCurrent decline from peak | -12.29% | 0.00% | -12.29% |
Average DrawdownAverage peak-to-trough decline | -10.74% | -1.07% | -9.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 12.23% | — | — |
Volatility
FBDC vs. TRUF - Volatility Comparison
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Volatility by Period
| FBDC | TRUF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.45% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 14.59% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 18.06% | 13.66% | +4.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.86% | 13.66% | +4.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.86% | 13.66% | +4.20% |
FBDC vs. TRUF - Expense Ratio Comparison
FBDC has a 1.35% expense ratio, which is higher than TRUF's 0.10% expense ratio.
Dividends
FBDC vs. TRUF - Dividend Comparison
FBDC's dividend yield for the trailing twelve months is around 11.99%, more than TRUF's 0.36% yield.
| Position | TTM | 2025 |
|---|---|---|
FBDC FT Confluence BDC & Specialty Finance Income ETF | 11.99% | 5.41% |
TRUF VanEck Financials TruSector ETF | 0.36% | 0.00% |
Frequently Asked Questions
FBDC and TRUF have a correlation of 0.40, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, TRUF is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.
TRUF is cheaper with a 0.10% expense ratio, compared with 1.35% for FBDC.
FBDC has the higher dividend yield at 11.99%, compared with 0.36% for TRUF.
They also come from different issuers: First Trust and VanEck. Their fees differ too: 1.35% for FBDC and 0.10% for TRUF.
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