Correlation
The correlation between IDUB and FTLS is 0.70, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
IDUB vs. FTLS
Compare and contrast key facts about Aptus International Enhanced Yield ETF (IDUB) and First Trust Long/Short Equity ETF (FTLS).
IDUB and FTLS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IDUB is an actively managed fund by Aptus. It was launched on Jul 22, 2021. FTLS is an actively managed fund by First Trust. It was launched on Sep 9, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IDUB or FTLS.
Performance
IDUB vs. FTLS - Performance Comparison
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Key characteristics
IDUB:
0.69
FTLS:
0.80
IDUB:
1.03
FTLS:
1.08
IDUB:
1.14
FTLS:
1.15
IDUB:
0.60
FTLS:
0.74
IDUB:
2.87
FTLS:
2.51
IDUB:
3.52%
FTLS:
3.46%
IDUB:
15.14%
FTLS:
11.65%
IDUB:
-29.20%
FTLS:
-20.53%
IDUB:
-1.74%
FTLS:
-3.65%
Returns By Period
In the year-to-date period, IDUB achieves a 10.21% return, which is significantly higher than FTLS's -0.19% return.
IDUB
10.21%
3.57%
7.81%
10.45%
5.04%
N/A
N/A
FTLS
-0.19%
3.15%
-0.44%
9.26%
10.28%
10.78%
7.96%
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IDUB vs. FTLS - Expense Ratio Comparison
IDUB has a 0.45% expense ratio, which is lower than FTLS's 1.60% expense ratio.
Risk-Adjusted Performance
IDUB vs. FTLS — Risk-Adjusted Performance Rank
IDUB
FTLS
IDUB vs. FTLS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Aptus International Enhanced Yield ETF (IDUB) and First Trust Long/Short Equity ETF (FTLS). 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.
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Dividends
IDUB vs. FTLS - Dividend Comparison
IDUB's dividend yield for the trailing twelve months is around 5.23%, more than FTLS's 1.55% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IDUB Aptus International Enhanced Yield ETF | 5.23% | 5.63% | 3.71% | 2.62% | 1.38% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FTLS First Trust Long/Short Equity ETF | 1.55% | 1.50% | 1.49% | 0.81% | 0.01% | 0.44% | 0.83% | 0.87% | 0.43% | 1.04% | 0.49% | 0.51% |
Drawdowns
IDUB vs. FTLS - Drawdown Comparison
The maximum IDUB drawdown since its inception was -29.20%, which is greater than FTLS's maximum drawdown of -20.53%. Use the drawdown chart below to compare losses from any high point for IDUB and FTLS.
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Volatility
IDUB vs. FTLS - Volatility Comparison
Aptus International Enhanced Yield ETF (IDUB) has a higher volatility of 2.69% compared to First Trust Long/Short Equity ETF (FTLS) at 2.43%. This indicates that IDUB's price experiences larger fluctuations and is considered to be riskier than FTLS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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