LSYIX vs. FLTR
Compare and contrast key facts about Lord Abbett Short Duration High Yield Fund (LSYIX) and VanEck Vectors Investment Grade Floating Rate ETF (FLTR).
LSYIX is managed by Lord Abbett. It was launched on Apr 30, 2020. FLTR is a passively managed fund by VanEck that tracks the performance of the MVIS US Investment Grade Floating Rate Index. It was launched on Apr 25, 2011.
Performance
LSYIX vs. FLTR - Performance Comparison
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LSYIX vs. FLTR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
LSYIX Lord Abbett Short Duration High Yield Fund | -1.69% | 7.71% | 8.65% | 10.63% | -7.19% | 4.69% | 14.35% |
FLTR VanEck Vectors Investment Grade Floating Rate ETF | 0.71% | 5.22% | 7.38% | 7.41% | 0.74% | 0.55% | 4.02% |
Returns By Period
In the year-to-date period, LSYIX achieves a -1.69% return, which is significantly lower than FLTR's 0.71% return.
LSYIX
- 1D
- 0.11%
- 1M
- -2.57%
- YTD
- -1.69%
- 6M
- -0.45%
- 1Y
- 5.59%
- 3Y*
- 7.45%
- 5Y*
- 4.12%
- 10Y*
- —
FLTR
- 1D
- 0.20%
- 1M
- -0.05%
- YTD
- 0.71%
- 6M
- 2.01%
- 1Y
- 4.72%
- 3Y*
- 6.48%
- 5Y*
- 4.28%
- 10Y*
- 3.46%
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LSYIX vs. FLTR - Expense Ratio Comparison
LSYIX has a 0.45% expense ratio, which is higher than FLTR's 0.14% expense ratio.
Return for Risk
LSYIX vs. FLTR — Risk / Return Rank
LSYIX
FLTR
LSYIX vs. FLTR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Short Duration High Yield Fund (LSYIX) and VanEck Vectors Investment Grade Floating Rate ETF (FLTR). 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.
| LSYIX | FLTR | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.44 | 2.10 | -0.66 |
Sortino ratioReturn per unit of downside risk | 1.99 | 2.43 | -0.44 |
Omega ratioGain probability vs. loss probability | 1.35 | 1.93 | -0.57 |
Calmar ratioReturn relative to maximum drawdown | 1.41 | 2.47 | -1.07 |
Martin ratioReturn relative to average drawdown | 5.83 | 18.16 | -12.33 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| LSYIX | FLTR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.44 | 2.10 | -0.66 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.98 | 2.01 | -1.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.69 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.44 | 0.51 | +0.92 |
Correlation
The correlation between LSYIX and FLTR is 0.16, 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.
Dividends
LSYIX vs. FLTR - Dividend Comparison
LSYIX's dividend yield for the trailing twelve months is around 7.61%, more than FLTR's 4.89% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LSYIX Lord Abbett Short Duration High Yield Fund | 7.61% | 8.11% | 8.18% | 6.51% | 5.01% | 5.96% | 4.75% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FLTR VanEck Vectors Investment Grade Floating Rate ETF | 4.89% | 4.97% | 5.93% | 6.07% | 2.29% | 0.63% | 1.49% | 3.05% | 2.67% | 1.69% | 1.16% | 0.71% |
Drawdowns
LSYIX vs. FLTR - Drawdown Comparison
The maximum LSYIX drawdown since its inception was -10.79%, smaller than the maximum FLTR drawdown of -17.84%. Use the drawdown chart below to compare losses from any high point for LSYIX and FLTR.
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Drawdown Indicators
| LSYIX | FLTR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -10.79% | -17.84% | +7.05% |
Max Drawdown (1Y)Largest decline over 1 year | -4.12% | -1.93% | -2.19% |
Max Drawdown (5Y)Largest decline over 5 years | -10.79% | -3.06% | -7.73% |
Max Drawdown (10Y)Largest decline over 10 years | — | -17.84% | — |
Current DrawdownCurrent decline from peak | -2.73% | -0.12% | -2.61% |
Average DrawdownAverage peak-to-trough decline | -1.90% | -0.68% | -1.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.99% | 0.26% | +0.73% |
Volatility
LSYIX vs. FLTR - Volatility Comparison
Lord Abbett Short Duration High Yield Fund (LSYIX) has a higher volatility of 1.31% compared to VanEck Vectors Investment Grade Floating Rate ETF (FLTR) at 0.40%. This indicates that LSYIX's price experiences larger fluctuations and is considered to be riskier than FLTR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LSYIX | FLTR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.31% | 0.40% | +0.91% |
Volatility (6M)Calculated over the trailing 6-month period | 2.40% | 0.57% | +1.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.27% | 2.25% | +2.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.24% | 2.14% | +2.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.21% | 5.01% | -0.80% |