FCAL vs ASLV
Comparison between FIRST TRUST CALIFORNIA MUNICIPAL HIGH INCOME ETF (FCAL, ETF) and ALLSPRING SPECIAL LARGE VALUE ETF (ASLV, ETF).
FCAL vs ASLV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FCAL
$219M
ASLV
$219M
Expense Ratio
FCAL
0.49%
Winner
ASLV
0.35%
Max Drawdown
FCAL
16.86%
Winner
ASLV
10.98%
Sharpe Ratio
FCAL
0.42
Winner
ASLV
0.87
5Y Beta
Winner
FCAL
0.01
ASLV
0.72
P/E Ratio
FCAL
N/A
ASLV
21.90
Forward P/E
FCAL
N/A
ASLV
19.13
PEG Ratio
FCAL
N/A
ASLV
0.35
5Y Dividends CAGR
FCAL
9.81%
ASLV
N/A
5Y EPS CAGR
FCAL
N/A
ASLV
12.78%
Debt to Equity
FCAL
N/A
ASLV
58.04%
P/S Ratio
FCAL
N/A
ASLV
3.13
P/B Ratio
FCAL
N/A
ASLV
3.27
FCAL vs ASLV - Historical Returns
Returns include dividend reinvestment.
1M
FCAL
+0.03%
Winner
ASLV
+3.67%
3M
FCAL
-0.40%
Winner
ASLV
+4.76%
6M
FCAL
-1.27%
Winner
ASLV
+5.10%
1Y
FCAL
+5.21%
Winner
ASLV
+15.06%
5Y(CAGR)
FCAL
+0.31%
ASLV
N/A
10Y(CAGR)
FCAL
+2.41%
ASLV
N/A
Max(CAGR)
FCAL
+2.41%
Winner
ASLV
+18.24%
FCAL vs ASLV - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | FCAL | ASLV |
|---|---|---|
| 2026 | +0.61% | +10.51% |
| 2025 | +3.05% | +14.10% |
| 2024 | +1.84% | N/A |
| 2023 | +6.19% | N/A |
| 2022 | -9.40% | N/A |
| 2021 | +3.02% | N/A |
| 2020 | +3.39% | N/A |
| 2019 | +9.63% | N/A |
| 2018 | +1.01% | N/A |
| 2017 | +4.40% | N/A |
FCAL vs ASLV Drawdown Comparison
The maximum drawdown for FCAL was -14.81%, occurring on Mar 20, 2020. Recovery took 204 trading sessions.
The maximum drawdown for ASLV was -10.98%, occurring on Apr 8, 2025. Recovery took 27 trading sessions.
The current FCAL drawdown is -1.89%. The current ASLV drawdown is -1.03%.
| Rank | FCAL | ASLV |
|---|---|---|
| #1 | -14.81% Feb 28, 2020 - Dec 17, 2020 | -10.98% Apr 2, 2025 - May 12, 2025 |
| #2 | -14.44% Jul 20, 2021 - Nov 11, 2025 | -8.69% Feb 10, 2026 - Jun 16, 2026 |
| #3 | -2.96% Dec 29, 2017 - Dec 21, 2018 | -4.53% Oct 27, 2025 - Nov 28, 2025 |
| #4 | -2.57% Feb 27, 2026 - Jun 22, 2026 | -3.23% Sep 11, 2025 - Oct 23, 2025 |
| #5 | -2.28% Feb 12, 2021 - May 6, 2021 | -2.68% Jul 29, 2025 - Aug 13, 2025 |
| #6 | -2.20% Jul 2, 2026 - Aug 3, 2026 | -2.58% May 16, 2025 - Jun 6, 2025 |
| #7 | -1.27% Aug 28, 2019 - Oct 8, 2019 | -2.23% Jul 6, 2026 - Jul 28, 2026 |
| #8 | -1.10% Oct 9, 2019 - Dec 27, 2019 | -1.87% Jul 3, 2025 - Jul 23, 2025 |
| #9 | -1.03% Dec 7, 2017 - Dec 28, 2017 | -1.82% Jan 16, 2026 - Jan 27, 2026 |
| #10 | -0.88% Aug 15, 2017 - Sep 12, 2017 | -1.77% Dec 11, 2025 - Jan 5, 2026 |
| #11 | -0.71% Apr 15, 2019 - Apr 30, 2019 | -1.50% Aug 4, 2026 - Aug 20, 2026 |
| #12 | -0.71% Sep 12, 2017 - Oct 19, 2017 | -1.46% Mar 27, 2025 - Apr 2, 2025 |
| #13 | -0.65% Dec 28, 2018 - Jan 31, 2019 | -1.37% Jan 6, 2026 - Jan 9, 2026 |
| #14 | -0.64% Nov 20, 2017 - Dec 5, 2017 | -1.31% Jul 28, 2026 - Jul 31, 2026 |
| #15 | -0.58% Dec 21, 2018 - Dec 28, 2018 | -1.27% Jun 16, 2026 - Jun 29, 2026 |
Correlation
Correlation between FCAL and ASLV is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
Dividend Comparison (2017 - 2026)
FCAL vs ASLV dividend yield comparison.
| Year | FCAL | ASLV |
|---|---|---|
| 2026 | 2.34% | 0.00% |
| 2025 | 3.22% | 0.87% |
| 2024 | 2.99% | 0.00% |
| 2023 | 2.74% | 0.00% |
| 2022 | 2.38% | 0.00% |
| 2021 | 2.03% | 0.00% |
| 2020 | 2.11% | 0.00% |
| 2019 | 2.68% | 0.00% |
| 2018 | 2.99% | 0.00% |
| 2017 | 1.30% | 0.00% |
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