HISF vs. LDSF
Compare and contrast key facts about First Trust High Income Strategic Focus ETF (HISF) and First Trust Low Duration Strategic Focus ETF (LDSF).
HISF and LDSF are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. HISF is an actively managed fund by First Trust. It was launched on Aug 13, 2014. 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: HISF or LDSF.
Correlation
The correlation between HISF and LDSF is 0.44, 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.
Performance
HISF vs. LDSF - Performance Comparison
Key characteristics
HISF:
0.79
LDSF:
1.66
HISF:
1.13
LDSF:
2.34
HISF:
1.14
LDSF:
1.30
HISF:
0.46
LDSF:
3.20
HISF:
2.12
LDSF:
6.98
HISF:
1.66%
LDSF:
0.67%
HISF:
4.45%
LDSF:
2.83%
HISF:
-27.86%
LDSF:
-8.56%
HISF:
-2.76%
LDSF:
-0.81%
Returns By Period
In the year-to-date period, HISF achieves a 0.19% return, which is significantly lower than LDSF's 0.21% return.
HISF
0.19%
0.32%
1.33%
3.50%
0.86%
2.74%
LDSF
0.21%
0.34%
2.02%
4.51%
1.39%
N/A
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HISF vs. LDSF - Expense Ratio Comparison
HISF has a 0.87% expense ratio, which is higher than LDSF's 0.77% expense ratio.
Risk-Adjusted Performance
HISF vs. LDSF — Risk-Adjusted Performance Rank
HISF
LDSF
HISF vs. LDSF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust High Income Strategic Focus ETF (HISF) 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.
Dividends
HISF vs. LDSF - Dividend Comparison
HISF's dividend yield for the trailing twelve months is around 4.67%, more than LDSF's 4.53% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HISF First Trust High Income Strategic Focus ETF | 4.67% | 4.68% | 4.27% | 3.81% | 3.79% | 4.17% | 4.28% | 5.13% | 3.81% | 3.84% | 3.58% | 1.20% |
LDSF First Trust Low Duration Strategic Focus ETF | 4.53% | 4.54% | 4.09% | 2.62% | 1.97% | 2.65% | 3.07% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
HISF vs. LDSF - Drawdown Comparison
The maximum HISF drawdown since its inception was -27.86%, which is greater than LDSF's maximum drawdown of -8.56%. Use the drawdown chart below to compare losses from any high point for HISF and LDSF. For additional features, visit the drawdowns tool.
Volatility
HISF vs. LDSF - Volatility Comparison
First Trust High Income Strategic Focus ETF (HISF) has a higher volatility of 1.47% compared to First Trust Low Duration Strategic Focus ETF (LDSF) at 0.88%. This indicates that HISF'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.