FTGS vs. JENSX

In the year-to-date period, FTGS achieves a -1.64% return, which is significantly higher than JENSX's -2.21% return.

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FTGS has a 0.60% expense ratio, which is lower than JENSX's 0.81% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for First Trust Growth Strength ETF (FTGS) and Jensen Quality Growth Fund (JENSX). 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 FTGS Sharpe Ratio is 0.34, which is higher than the JENSX Sharpe Ratio of -0.19. The chart below compares the historical Sharpe Ratios of FTGS and JENSX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FTGS's dividend yield for the trailing twelve months is around 0.41%, less than JENSX's 0.54% yield.

The maximum FTGS drawdown since its inception was -19.99%, smaller than the maximum JENSX drawdown of -47.93%. Use the drawdown chart below to compare losses from any high point for FTGS and JENSX. For additional features, visit the drawdowns tool.

First Trust Growth Strength ETF (FTGS) has a higher volatility of 11.50% compared to Jensen Quality Growth Fund (JENSX) at 9.88%. This indicates that FTGS's price experiences larger fluctuations and is considered to be riskier than JENSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.