USOY vs. LDSF
USOY (Defiance Oil Enhanced Options Income ETF) and LDSF (First Trust Low Duration Strategic Focus ETF) are both exchange-traded funds - USOY is a Derivative Income fund actively managed by Defiance, while LDSF is a Short-Term Bond fund actively managed by First Trust. Both are actively managed. Over the past year, USOY returned 35.36% vs 3.76% for LDSF. Their -0.23 correlation means they have often moved in opposite directions in the past. USOY charges 1.22%/yr vs 0.87%/yr for LDSF.
Performance
USOY vs. LDSF - Performance Comparison
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Returns By Period
In the year-to-date period, USOY achieves a 44.25% return, which is significantly higher than LDSF's 1.02% return.
USOY
- 1D
- -4.63%
- 1M
- 12.58%
- 6M
- 35.65%
- YTD
- 44.25%
- 1Y
- 35.36%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 16.63%
LDSF
- 1D
- 0.13%
- 1M
- 0.07%
- 6M
- 0.58%
- YTD
- 1.02%
- 1Y
- 3.76%
- 3Y*
- 5.29%
- 5Y*
- 2.43%
- 10Y*
- —
- ALL TIME*
- 2.54%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $473.02K | $368.98K | $444.23K | |
| $3.04M | $3.28M | $3.41M |
USOY vs. LDSF - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
USOY Defiance Oil Enhanced Options Income ETF | 44.25% | -7.93% | 6.13% |
LDSF First Trust Low Duration Strategic Focus ETF | 1.02% | 6.82% | 3.69% |
Correlation
The correlation between USOY and LDSF is -0.42, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | -0.42 |
Correlation (All Time) Calculated using the full available price history since May 10, 2024 | -0.23 |
The correlation between USOY and LDSF shifts across timeframes, from -0.42 (1 year) to -0.23 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
USOY vs. LDSF — Risk / Return Rank
USOY
LDSF
USOY vs. LDSF - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Defiance Oil Enhanced Options Income ETF (USOY) and First Trust Low Duration Strategic Focus ETF (LDSF). 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.
| USOY | LDSF | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.82 | ||
| Sortino ratioReturn per unit of downside risk | -1.25 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.36 | -0.16 |
| Calmar ratioReturn relative to maximum drawdown | 1.39 | 2.17 | -0.78 |
| Martin ratioReturn relative to average drawdown | 4.10 | 9.07 | -4.97 |
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Drawdowns
USOY vs. LDSF - Drawdown Comparison
The maximum USOY drawdown since its inception was -25.51%, which is greater than LDSF's maximum drawdown of -8.56%. Use the drawdown chart below to compare losses from any high point for USOY and LDSF.
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Drawdown Indicators
| USOY | LDSF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.51% | -8.56% | -16.95% |
Max Drawdown (1Y)Largest decline over 1 year | -25.51% | -1.74% | -23.77% |
Max Drawdown (3Y)Largest decline over 3 years | — | -1.74% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -7.83% | — |
Current DrawdownCurrent decline from peak | -15.60% | -0.09% | -15.51% |
Average DrawdownAverage peak-to-trough decline | -7.18% | -1.43% | -5.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.65% | 0.42% | +8.23% |
Volatility
USOY vs. LDSF - Volatility Comparison
Defiance Oil Enhanced Options Income ETF (USOY) has a higher volatility of 16.26% compared to First Trust Low Duration Strategic Focus ETF (LDSF) at 0.62%. This indicates that USOY's price experiences larger fluctuations and is considered to be riskier than LDSF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| USOY | LDSF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 16.26% | 0.62% | +15.64% |
Volatility (6M)Calculated over the trailing 6-month period | 32.70% | 1.78% | +30.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 35.22% | 2.07% | +33.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.35% | 3.09% | +25.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.35% | 3.16% | +25.19% |
USOY vs. LDSF - Expense Ratio Comparison
USOY has a 1.22% expense ratio, which is higher than LDSF's 0.87% expense ratio.
Dividends
USOY vs. LDSF - Dividend Comparison
USOY's dividend yield for the trailing twelve months is around 59.33%, more than LDSF's 4.67% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
LDSF First Trust Low Duration Strategic Focus ETF | 4.67% | 4.52% | 4.53% | 4.08% | 2.61% | 1.97% | 2.65% | 3.06% |
USOY Defiance Oil Enhanced Options Income ETF | 59.33% | 104.32% | 48.60% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
USOY and LDSF have a correlation of -0.42, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
USOY has higher volatility (16.26%) compared to LDSF (0.62%). In terms of maximum drawdown, USOY dropped -25.51% vs LDSF's -8.56%.
On 1-year performance, USOY leads with 35.36% vs 3.76% for LDSF. On fees, LDSF is cheaper at 0.87% per year. On volatility, LDSF has been the lower-risk option at 0.62%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, USOY has performed better with a 35.36% return vs 3.76%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
LDSF is cheaper with a 0.87% expense ratio, compared with 1.22% for USOY.
USOY has the higher dividend yield at 59.33%, compared with 4.67% for LDSF.
USOY is categorized as Derivative Income, while LDSF is Short-Term Bond. They also come from different issuers: Defiance and First Trust. Their fees differ too: 1.22% for USOY and 0.87% for LDSF.
LDSF currently has the higher Sharpe Ratio (1.83 vs 1.01), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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