LDSF vs. FXAIX
Compare and contrast key facts about First Trust Low Duration Strategic Focus ETF (LDSF) and Fidelity 500 Index Fund (FXAIX).
LDSF is an actively managed fund by First Trust. It was launched on Jan 3, 2019. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LDSF or FXAIX.
Correlation
The correlation between LDSF and FXAIX is 0.24, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
LDSF vs. FXAIX - Performance Comparison
Key characteristics
LDSF:
1.56
FXAIX:
2.20
LDSF:
2.19
FXAIX:
2.93
LDSF:
1.28
FXAIX:
1.41
LDSF:
3.07
FXAIX:
3.26
LDSF:
7.26
FXAIX:
14.39
LDSF:
0.61%
FXAIX:
1.91%
LDSF:
2.85%
FXAIX:
12.50%
LDSF:
-8.56%
FXAIX:
-33.79%
LDSF:
-1.07%
FXAIX:
-2.91%
Returns By Period
In the year-to-date period, LDSF achieves a 4.15% return, which is significantly lower than FXAIX's 25.57% return.
LDSF
4.15%
0.15%
2.64%
4.26%
1.43%
N/A
FXAIX
25.57%
0.00%
8.86%
26.21%
14.72%
12.86%
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LDSF vs. FXAIX - Expense Ratio Comparison
LDSF has a 0.77% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
LDSF vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust Low Duration Strategic Focus ETF (LDSF) and Fidelity 500 Index Fund (FXAIX). 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. FXAIX - Dividend Comparison
LDSF's dividend yield for the trailing twelve months is around 4.93%, more than FXAIX's 0.88% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LDSF First Trust Low Duration Strategic Focus ETF | 4.54% | 4.09% | 2.62% | 1.97% | 2.65% | 3.07% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FXAIX Fidelity 500 Index Fund | 0.88% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% | 1.84% |
Drawdowns
LDSF vs. FXAIX - Drawdown Comparison
The maximum LDSF drawdown since its inception was -8.56%, smaller than the maximum FXAIX drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for LDSF and FXAIX. For additional features, visit the drawdowns tool.
Volatility
LDSF vs. FXAIX - Volatility Comparison
The current volatility for First Trust Low Duration Strategic Focus ETF (LDSF) is 0.76%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 3.70%. This indicates that LDSF experiences smaller price fluctuations and is considered to be less risky than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.