FTSL vs. BSJQ
Compare and contrast key facts about First Trust Senior Loan Fund (FTSL) and Invesco BulletShares 2026 High Yield Corp Bond ETF (BSJQ).
FTSL and BSJQ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FTSL is an actively managed fund by First Trust. It was launched on May 1, 2013. BSJQ is a passively managed fund by Invesco that tracks the performance of the NASDAQ BulletShares USD High Yield Corporate Bond 2026 TR Index. It was launched on Aug 9, 2018.
Performance
FTSL vs. BSJQ - Performance Comparison
Loading graphics...
FTSL vs. BSJQ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FTSL First Trust Senior Loan Fund | -0.69% | 5.98% | 8.27% | 11.58% | -2.50% | 3.94% | 2.99% | 10.11% | -3.59% |
BSJQ Invesco BulletShares 2026 High Yield Corp Bond ETF | 0.66% | 6.59% | 7.49% | 9.83% | -7.35% | 4.53% | 2.80% | 16.74% | -4.08% |
Returns By Period
In the year-to-date period, FTSL achieves a -0.69% return, which is significantly lower than BSJQ's 0.66% return.
FTSL
- 1D
- 0.11%
- 1M
- 1.04%
- YTD
- -0.69%
- 6M
- 0.98%
- 1Y
- 4.82%
- 3Y*
- 7.14%
- 5Y*
- 4.89%
- 10Y*
- 4.50%
BSJQ
- 1D
- 0.00%
- 1M
- 0.16%
- YTD
- 0.66%
- 6M
- 1.78%
- 1Y
- 5.91%
- 3Y*
- 7.08%
- 5Y*
- 3.93%
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FTSL vs. BSJQ - Expense Ratio Comparison
FTSL has a 0.86% expense ratio, which is higher than BSJQ's 0.42% expense ratio.
Return for Risk
FTSL vs. BSJQ — Risk / Return Rank
FTSL
BSJQ
FTSL vs. BSJQ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust Senior Loan Fund (FTSL) and Invesco BulletShares 2026 High Yield Corp Bond ETF (BSJQ). 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.
| FTSL | BSJQ | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.56 | 1.85 | -0.30 |
Sortino ratioReturn per unit of downside risk | 2.05 | 2.63 | -0.58 |
Omega ratioGain probability vs. loss probability | 1.42 | 1.59 | -0.17 |
Calmar ratioReturn relative to maximum drawdown | 2.06 | 2.39 | -0.33 |
Martin ratioReturn relative to average drawdown | 7.37 | 17.12 | -9.75 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FTSL | BSJQ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.56 | 1.85 | -0.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.46 | 0.69 | +0.77 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.87 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.83 | 0.54 | +0.29 |
Correlation
The correlation between FTSL and BSJQ is 0.46, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
FTSL vs. BSJQ - Dividend Comparison
FTSL's dividend yield for the trailing twelve months is around 6.58%, more than BSJQ's 5.95% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTSL First Trust Senior Loan Fund | 6.58% | 6.59% | 7.56% | 7.59% | 4.77% | 3.17% | 3.48% | 4.44% | 4.29% | 3.64% | 3.70% | 3.95% |
BSJQ Invesco BulletShares 2026 High Yield Corp Bond ETF | 5.95% | 6.10% | 6.58% | 6.58% | 5.58% | 4.27% | 4.64% | 4.59% | 2.39% | 0.00% | 0.00% | 0.00% |
Drawdowns
FTSL vs. BSJQ - Drawdown Comparison
The maximum FTSL drawdown since its inception was -22.67%, smaller than the maximum BSJQ drawdown of -24.13%. Use the drawdown chart below to compare losses from any high point for FTSL and BSJQ.
Loading graphics...
Drawdown Indicators
| FTSL | BSJQ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.67% | -24.13% | +1.46% |
Max Drawdown (1Y)Largest decline over 1 year | -2.33% | -2.52% | +0.19% |
Max Drawdown (5Y)Largest decline over 5 years | -6.96% | -11.95% | +4.99% |
Max Drawdown (10Y)Largest decline over 10 years | -22.67% | — | — |
Current DrawdownCurrent decline from peak | -1.13% | 0.00% | -1.13% |
Average DrawdownAverage peak-to-trough decline | -0.77% | -2.22% | +1.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.65% | 0.35% | +0.30% |
Volatility
FTSL vs. BSJQ - Volatility Comparison
First Trust Senior Loan Fund (FTSL) has a higher volatility of 1.36% compared to Invesco BulletShares 2026 High Yield Corp Bond ETF (BSJQ) at 0.59%. This indicates that FTSL's price experiences larger fluctuations and is considered to be riskier than BSJQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FTSL | BSJQ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.36% | 0.59% | +0.77% |
Volatility (6M)Calculated over the trailing 6-month period | 1.91% | 0.94% | +0.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.11% | 3.21% | -0.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.36% | 5.74% | -2.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.19% | 8.54% | -3.35% |