LDSF vs. FTCB
Compare and contrast key facts about First Trust Low Duration Strategic Focus ETF (LDSF) and First Trust Core Investment Grade ETF (FTCB).
LDSF and FTCB 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. FTCB is an actively managed fund by First Trust. It was launched on Nov 7, 2023.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LDSF or FTCB.
Correlation
The correlation between LDSF and FTCB 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.
Performance
LDSF vs. FTCB - Performance Comparison
Key characteristics
LDSF:
2.23
FTCB:
1.41
LDSF:
3.24
FTCB:
2.14
LDSF:
1.44
FTCB:
1.24
LDSF:
4.20
FTCB:
1.53
LDSF:
10.08
FTCB:
3.67
LDSF:
0.61%
FTCB:
2.08%
LDSF:
2.75%
FTCB:
5.42%
LDSF:
-8.56%
FTCB:
-4.99%
LDSF:
-0.50%
FTCB:
-2.08%
Returns By Period
In the year-to-date period, LDSF achieves a 1.26% return, which is significantly lower than FTCB's 1.75% return.
LDSF
1.26%
-0.41%
0.95%
5.91%
1.96%
N/A
FTCB
1.75%
-1.19%
0.23%
7.46%
N/A
N/A
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LDSF vs. FTCB - Expense Ratio Comparison
LDSF has a 0.77% expense ratio, which is higher than FTCB's 0.55% expense ratio.
Risk-Adjusted Performance
LDSF vs. FTCB — Risk-Adjusted Performance Rank
LDSF
FTCB
LDSF vs. FTCB - 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 Core Investment Grade ETF (FTCB). 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. FTCB - Dividend Comparison
LDSF's dividend yield for the trailing twelve months is around 4.58%, less than FTCB's 5.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
LDSF First Trust Low Duration Strategic Focus ETF | 4.58% | 4.53% | 4.08% | 2.61% | 1.97% | 2.65% | 3.06% |
FTCB First Trust Core Investment Grade ETF | 5.29% | 5.19% | 0.35% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
LDSF vs. FTCB - Drawdown Comparison
The maximum LDSF drawdown since its inception was -8.56%, which is greater than FTCB's maximum drawdown of -4.99%. Use the drawdown chart below to compare losses from any high point for LDSF and FTCB. For additional features, visit the drawdowns tool.
Volatility
LDSF vs. FTCB - Volatility Comparison
The current volatility for First Trust Low Duration Strategic Focus ETF (LDSF) is 1.34%, while First Trust Core Investment Grade ETF (FTCB) has a volatility of 2.08%. This indicates that LDSF experiences smaller price fluctuations and is considered to be less risky than FTCB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.