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FTCB vs. LDSF
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between FTCB and LDSF is 0.14, 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.

FTCB vs. LDSF

Last updated Jun 1, 2025

Compare and contrast key facts about First Trust Core Investment Grade ETF (FTCB) and First Trust Low Duration Strategic Focus ETF (LDSF).

FTCB and LDSF are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FTCB is an actively managed fund by First Trust. It was launched on Nov 7, 2023. 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: FTCB or LDSF.

Performance

FTCB vs. LDSF - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in First Trust Core Investment Grade ETF (FTCB) and First Trust Low Duration Strategic Focus ETF (LDSF). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

FTCB:

1.21

LDSF:

2.28

Sortino Ratio

FTCB:

1.83

LDSF:

3.36

Omega Ratio

FTCB:

1.21

LDSF:

1.48

Calmar Ratio

FTCB:

1.35

LDSF:

4.40

Martin Ratio

FTCB:

3.11

LDSF:

10.56

Ulcer Index

FTCB:

2.17%

LDSF:

0.61%

Daily Std Dev

FTCB:

5.66%

LDSF:

2.73%

Max Drawdown

FTCB:

-4.99%

LDSF:

-8.56%

Current Drawdown

FTCB:

-1.31%

LDSF:

0.00%

Returns By Period

The year-to-date returns for both stocks are quite close, with FTCB having a 2.54% return and LDSF slightly lower at 2.53%.

FTCB

YTD

2.54%

1M

-0.64%

6M

1.05%

1Y

6.43%

3Y*

N/A

5Y*

N/A

10Y*

N/A

LDSF

YTD

2.53%

1M

0.38%

6M

2.02%

1Y

5.97%

3Y*

3.79%

5Y*

1.98%

10Y*

N/A

*Annualized

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First Trust Core Investment Grade ETF

First Trust Low Duration Strategic Focus ETF

FTCB vs. LDSF - Expense Ratio Comparison

FTCB has a 0.55% expense ratio, which is lower than LDSF's 0.77% expense ratio.

LDSF
First Trust Low Duration Strategic Focus ETF
FTCB
First Trust Core Investment Grade ETF
Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

FTCB vs. LDSF — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
FTCB
The Risk-Adjusted Performance Rank of FTCB is 8181
Overall Rank
The Sharpe Ratio Rank of FTCB is 8484
Sharpe Ratio Rank
The Sortino Ratio Rank of FTCB is 8585
Sortino Ratio Rank
The Omega Ratio Rank of FTCB is 7979
Omega Ratio Rank
The Calmar Ratio Rank of FTCB is 8686
Calmar Ratio Rank
The Martin Ratio Rank of FTCB is 7070
Martin Ratio Rank
LDSF
The Risk-Adjusted Performance Rank of LDSF is 9595
Overall Rank
The Sharpe Ratio Rank of LDSF is 9696
Sharpe Ratio Rank
The Sortino Ratio Rank of LDSF is 9696
Sortino Ratio Rank
The Omega Ratio Rank of LDSF is 9696
Omega Ratio Rank
The Calmar Ratio Rank of LDSF is 9797
Calmar Ratio Rank
The Martin Ratio Rank of LDSF is 9393
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

FTCB vs. LDSF - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for First Trust Core Investment Grade ETF (FTCB) 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.

The current FTCB Sharpe Ratio is 1.21, which is lower than the LDSF Sharpe Ratio of 2.28. The chart below compares the historical Sharpe Ratios of FTCB and LDSF, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

FTCB vs. LDSF - Dividend Comparison

FTCB's dividend yield for the trailing twelve months is around 5.26%, more than LDSF's 4.62% yield.

TTM202420232022202120202019
FTCB
First Trust Core Investment Grade ETF		5.26%5.20%0.35%0.00%0.00%0.00%0.00%
LDSF
First Trust Low Duration Strategic Focus ETF		4.62%4.53%4.08%2.61%1.97%2.65%3.04%

Drawdowns

FTCB vs. LDSF - Drawdown Comparison

The maximum FTCB drawdown since its inception was -4.99%, smaller than the maximum LDSF drawdown of -8.56%. Use the drawdown chart below to compare losses from any high point for FTCB and LDSF.

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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

FTCB vs. LDSF - Volatility Comparison

First Trust Core Investment Grade ETF (FTCB) has a higher volatility of 1.57% compared to First Trust Low Duration Strategic Focus ETF (LDSF) at 0.75%. This indicates that FTCB's price experiences larger fluctuations and is considered to be riskier than LDSF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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