LDSF vs. CAAA
Compare and contrast key facts about First Trust Low Duration Strategic Focus ETF (LDSF) and First Trust Commercial Mortgage Opportunities ETF (CAAA).
LDSF and CAAA are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. LDSF is an actively managed fund by First Trust. It was launched on Jan 3, 2019. CAAA is an actively managed fund by First Trust. It was launched on Feb 26, 2024.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LDSF or CAAA.
Correlation
The correlation between LDSF and CAAA is 0.68, 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
LDSF vs. CAAA - Performance Comparison
Key characteristics
LDSF:
2.82%
CAAA:
3.17%
LDSF:
-8.56%
CAAA:
-2.24%
LDSF:
-0.80%
CAAA:
-0.81%
Returns By Period
In the year-to-date period, LDSF achieves a 0.22% return, which is significantly lower than CAAA's 0.42% return.
LDSF
0.22%
0.27%
1.91%
4.58%
1.36%
N/A
CAAA
0.42%
0.52%
2.58%
N/A
N/A
N/A
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LDSF vs. CAAA - Expense Ratio Comparison
LDSF has a 0.77% expense ratio, which is higher than CAAA's 0.55% expense ratio.
Risk-Adjusted Performance
LDSF vs. CAAA — Risk-Adjusted Performance Rank
LDSF
CAAA
LDSF vs. CAAA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust Low Duration Strategic Focus ETF (LDSF) and First Trust Commercial Mortgage Opportunities ETF (CAAA). 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.
Not enough dataDividends
LDSF vs. CAAA - Dividend Comparison
LDSF's dividend yield for the trailing twelve months is around 4.53%, more than CAAA's 4.00% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
LDSF First Trust Low Duration Strategic Focus ETF | 4.53% | 4.54% | 4.09% | 2.62% | 1.97% | 2.65% | 3.07% |
CAAA First Trust Commercial Mortgage Opportunities ETF | 4.00% | 4.02% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
LDSF vs. CAAA - Drawdown Comparison
The maximum LDSF drawdown since its inception was -8.56%, which is greater than CAAA's maximum drawdown of -2.24%. Use the drawdown chart below to compare losses from any high point for LDSF and CAAA. For additional features, visit the drawdowns tool.
Volatility
LDSF vs. CAAA - Volatility Comparison
First Trust Low Duration Strategic Focus ETF (LDSF) and First Trust Commercial Mortgage Opportunities ETF (CAAA) have volatilities of 0.88% and 0.89%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.