LDSF vs. XMPT
Compare and contrast key facts about First Trust Low Duration Strategic Focus ETF (LDSF) and VanEck Vectors CEF Municipal Income ETF (XMPT).
LDSF and XMPT 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. XMPT is a passively managed fund by VanEck that tracks the performance of the S-Network Municipal Bond Closed-End Fund Index. It was launched on Jul 12, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LDSF or XMPT.
Correlation
The correlation between LDSF and XMPT is 0.36, 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. XMPT - Performance Comparison
Key characteristics
LDSF:
1.60
XMPT:
1.44
LDSF:
2.26
XMPT:
2.07
LDSF:
1.29
XMPT:
1.25
LDSF:
3.10
XMPT:
0.44
LDSF:
6.73
XMPT:
4.67
LDSF:
0.67%
XMPT:
2.27%
LDSF:
2.82%
XMPT:
7.37%
LDSF:
-8.56%
XMPT:
-35.24%
LDSF:
-0.80%
XMPT:
-16.33%
Returns By Period
In the year-to-date period, LDSF achieves a 0.22% return, which is significantly lower than XMPT's 1.53% return.
LDSF
0.22%
0.27%
1.91%
4.58%
1.36%
N/A
XMPT
1.53%
2.02%
1.91%
10.30%
-0.72%
2.49%
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LDSF vs. XMPT - Expense Ratio Comparison
LDSF has a 0.77% expense ratio, which is lower than XMPT's 1.86% expense ratio.
Risk-Adjusted Performance
LDSF vs. XMPT — Risk-Adjusted Performance Rank
LDSF
XMPT
LDSF vs. XMPT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust Low Duration Strategic Focus ETF (LDSF) and VanEck Vectors CEF Municipal Income ETF (XMPT). 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. XMPT - Dividend Comparison
LDSF's dividend yield for the trailing twelve months is around 4.53%, less than XMPT's 5.28% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LDSF First Trust Low Duration Strategic Focus ETF | 4.53% | 4.54% | 4.09% | 2.62% | 1.97% | 2.65% | 3.07% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XMPT VanEck Vectors CEF Municipal Income ETF | 5.28% | 5.36% | 3.81% | 5.12% | 3.74% | 3.80% | 4.08% | 5.05% | 4.84% | 5.37% | 5.24% | 5.50% |
Drawdowns
LDSF vs. XMPT - Drawdown Comparison
The maximum LDSF drawdown since its inception was -8.56%, smaller than the maximum XMPT drawdown of -35.24%. Use the drawdown chart below to compare losses from any high point for LDSF and XMPT. For additional features, visit the drawdowns tool.
Volatility
LDSF vs. XMPT - Volatility Comparison
The current volatility for First Trust Low Duration Strategic Focus ETF (LDSF) is 0.88%, while VanEck Vectors CEF Municipal Income ETF (XMPT) has a volatility of 2.63%. This indicates that LDSF experiences smaller price fluctuations and is considered to be less risky than XMPT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.