TRUF vs. FBDC
TRUF (VanEck Financials TruSector ETF) and FBDC (FT Confluence BDC & Specialty Finance Income ETF) are both Financials Equities funds. At a 0.41 correlation, their price movements are largely independent. TRUF charges 0.10%/yr vs 1.35%/yr for FBDC.
Performance
TRUF vs. FBDC - Performance Comparison
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Returns By Period
TRUF
- 1D
- -0.75%
- 1M
- 4.40%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
FBDC
- 1D
- -1.41%
- 1M
- 4.92%
- 6M
- -7.40%
- YTD
- -5.45%
- 1Y
- -13.53%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
TRUF vs. FBDC - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
TRUF VanEck Financials TruSector ETF | 15.11% |
FBDC FT Confluence BDC & Specialty Finance Income ETF | 6.39% |
Correlation
The correlation between TRUF and FBDC is 0.41, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Apr 2, 2026 | 0.41 |
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Return for Risk
TRUF vs. FBDC — Risk / Return Rank
TRUF
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
FBDC
TRUF vs. FBDC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for VanEck Financials TruSector ETF (TRUF) and FT Confluence BDC & Specialty Finance Income ETF (FBDC). 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.
| TRUF | FBDC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 0.89 | — |
| Calmar ratioReturn relative to maximum drawdown | — | -0.69 | — |
| Martin ratioReturn relative to average drawdown | — | -1.18 | — |
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Drawdowns
TRUF vs. FBDC - Drawdown Comparison
The maximum TRUF drawdown since its inception was -3.24%, smaller than the maximum FBDC drawdown of -20.60%. Use the drawdown chart below to compare losses from any high point for TRUF and FBDC.
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Drawdown Indicators
| TRUF | FBDC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -3.24% | -20.60% | +17.36% |
Max Drawdown (1Y)Largest decline over 1 year | — | -19.79% | — |
Current DrawdownCurrent decline from peak | -0.75% | -13.53% | +12.78% |
Average DrawdownAverage peak-to-trough decline | -1.07% | -10.75% | +9.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 12.26% | — |
Volatility
TRUF vs. FBDC - Volatility Comparison
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Volatility by Period
| TRUF | FBDC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 4.74% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 14.53% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 13.68% | 18.09% | -4.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.68% | 17.88% | -4.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.68% | 17.88% | -4.20% |
TRUF vs. FBDC - Expense Ratio Comparison
TRUF has a 0.10% expense ratio, which is lower than FBDC's 1.35% expense ratio.
Dividends
TRUF vs. FBDC - Dividend Comparison
TRUF's dividend yield for the trailing twelve months is around 0.36%, less than FBDC's 12.16% yield.
| Position | TTM | 2025 |
|---|---|---|
FBDC FT Confluence BDC & Specialty Finance Income ETF | 12.16% | 5.41% |
TRUF VanEck Financials TruSector ETF | 0.36% | 0.00% |
Frequently Asked Questions
TRUF and FBDC have a correlation of 0.41, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, TRUF is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.
TRUF is cheaper with a 0.10% expense ratio, compared with 1.35% for FBDC.
FBDC has the higher dividend yield at 12.16%, compared with 0.36% for TRUF.
They also come from different issuers: VanEck and First Trust. Their fees differ too: 0.10% for TRUF and 1.35% for FBDC.
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