RCTR vs. FDL
RCTR (First Trust Bloomberg Nuclear Power ETF) and FDL (First Trust Morningstar Dividend Leaders Index Fund) are both exchange-traded funds - RCTR is a Energy Equities fund tracking the Bloomberg Nuclear Power Index, while FDL is a Large Cap Value Equities fund tracking the Morningstar Dividend Leaders Index. Both are passively managed. At a correlation of -0.01, they often move in opposite directions. RCTR charges 0.70%/yr vs 0.43%/yr for FDL.
Performance
RCTR vs. FDL - Performance Comparison
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Returns By Period
In the year-to-date period, RCTR achieves a 5.47% return, which is significantly lower than FDL's 12.30% return.
RCTR
- 1D
- -0.93%
- 1M
- -4.85%
- YTD
- 5.47%
- 6M
- 2.65%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
FDL
- 1D
- -0.32%
- 1M
- -3.06%
- YTD
- 12.30%
- 6M
- 12.10%
- 1Y
- 21.91%
- 3Y*
- 18.97%
- 5Y*
- 12.94%
- 10Y*
- 11.09%
RCTR vs. FDL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
RCTR First Trust Bloomberg Nuclear Power ETF | 5.47% | 6.65% |
FDL First Trust Morningstar Dividend Leaders Index Fund | 12.30% | 6.08% |
Correlation
The correlation between RCTR and FDL is -0.01, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jul 31, 2025 | -0.01 |
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Return for Risk
RCTR vs. FDL — Risk / Return Rank
RCTR
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
FDL
RCTR vs. FDL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust Bloomberg Nuclear Power ETF (RCTR) and First Trust Morningstar Dividend Leaders Index Fund (FDL). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| RCTR | FDL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.33 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 5.15 | — |
| Martin ratioReturn relative to average drawdown | — | 12.05 | — |
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Drawdowns
RCTR vs. FDL - Drawdown Comparison
The maximum RCTR drawdown since its inception was -16.86%, smaller than the maximum FDL drawdown of -65.93%. Use the drawdown chart below to compare losses from any high point for RCTR and FDL.
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Drawdown Indicators
| RCTR | FDL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.86% | -65.93% | +49.07% |
Max Drawdown (1Y)Largest decline over 1 year | — | -4.27% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -12.24% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -16.46% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -41.40% | — |
Current DrawdownCurrent decline from peak | -12.21% | -3.40% | -8.81% |
Average DrawdownAverage peak-to-trough decline | -5.05% | -9.63% | +4.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.82% | — |
Volatility
RCTR vs. FDL - Volatility Comparison
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Volatility by Period
| RCTR | FDL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 3.54% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 8.10% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 26.99% | 11.55% | +15.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.99% | 14.31% | +12.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.99% | 17.11% | +9.88% |
RCTR vs. FDL - Expense Ratio Comparison
RCTR has a 0.70% expense ratio, which is higher than FDL's 0.43% expense ratio.
Dividends
RCTR vs. FDL - Dividend Comparison
RCTR's dividend yield for the trailing twelve months is around 0.42%, less than FDL's 3.71% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDL First Trust Morningstar Dividend Leaders Index Fund | 3.71% | 4.04% | 4.96% | 4.58% | 3.58% | 4.59% | 4.48% | 3.75% | 3.97% | 3.18% | 2.93% | 3.65% |
RCTR First Trust Bloomberg Nuclear Power ETF | 0.42% | 0.36% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
RCTR and FDL have a correlation of -0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, FDL is cheaper at 0.43% per year. The better choice depends on whether you care most about return, fees, risk, or income.
FDL is cheaper with a 0.43% expense ratio, compared with 0.70% for RCTR.
FDL has the higher dividend yield at 3.71%, compared with 0.42% for RCTR.
RCTR is categorized as Energy Equities, while FDL is Large Cap Value Equities. RCTR tracks Bloomberg Nuclear Power Index, while FDL tracks Morningstar Dividend Leaders Index. Their fees differ too: 0.70% for RCTR and 0.43% for FDL.
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