LDSF vs. FSIG
Compare and contrast key facts about First Trust Low Duration Strategic Focus ETF (LDSF) and First Trust Limited Duration Investment Grade Corporate ETF (FSIG).
LDSF and FSIG 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. FSIG is an actively managed fund by First Trust. It was launched on Nov 17, 2021.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LDSF or FSIG.
Correlation
The correlation between LDSF and FSIG is 0.65, 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. FSIG - Performance Comparison
Key characteristics
LDSF:
1.56
FSIG:
1.59
LDSF:
2.19
FSIG:
2.31
LDSF:
1.28
FSIG:
1.29
LDSF:
3.07
FSIG:
2.99
LDSF:
7.26
FSIG:
7.24
LDSF:
0.61%
FSIG:
0.59%
LDSF:
2.85%
FSIG:
2.69%
LDSF:
-8.56%
FSIG:
-6.88%
LDSF:
-1.07%
FSIG:
-1.09%
Returns By Period
In the year-to-date period, LDSF achieves a 4.15% return, which is significantly higher than FSIG's 3.94% return.
LDSF
4.15%
0.15%
2.64%
4.26%
1.43%
N/A
FSIG
3.94%
0.13%
2.55%
4.28%
N/A
N/A
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LDSF vs. FSIG - Expense Ratio Comparison
LDSF has a 0.77% expense ratio, which is higher than FSIG's 0.55% expense ratio.
Risk-Adjusted Performance
LDSF vs. FSIG - 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 Limited Duration Investment Grade Corporate ETF (FSIG). 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
LDSF vs. FSIG - Dividend Comparison
LDSF's dividend yield for the trailing twelve months is around 4.93%, less than FSIG's 5.01% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|
LDSF First Trust Low Duration Strategic Focus ETF | 4.54% | 4.09% | 2.62% | 1.97% | 2.65% | 3.07% |
FSIG First Trust Limited Duration Investment Grade Corporate ETF | 4.62% | 4.42% | 2.48% | 0.12% | 0.00% | 0.00% |
Drawdowns
LDSF vs. FSIG - Drawdown Comparison
The maximum LDSF drawdown since its inception was -8.56%, which is greater than FSIG's maximum drawdown of -6.88%. Use the drawdown chart below to compare losses from any high point for LDSF and FSIG. For additional features, visit the drawdowns tool.
Volatility
LDSF vs. FSIG - Volatility Comparison
First Trust Low Duration Strategic Focus ETF (LDSF) has a higher volatility of 0.76% compared to First Trust Limited Duration Investment Grade Corporate ETF (FSIG) at 0.72%. This indicates that LDSF's price experiences larger fluctuations and is considered to be riskier than FSIG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.