FCT vs SPY
Comparison between First Trust Senior Floting Rate Income Fund II (FCT, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed FCT, delivering a return of +13.3% compared to +5.1%
FCT vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
FCT vs SPY - Historical Returns
Returns include dividend reinvestment.
FCT vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | FCT | SPY |
|---|---|---|
| 2026 | +0.88% | +8.26% |
| 2025 | +8.24% | +18.00% |
| 2024 | +16.34% | +25.59% |
| 2023 | +17.29% | +26.72% |
| 2022 | -14.17% | -18.64% |
| 2021 | +14.07% | +30.52% |
| 2020 | +2.88% | +17.28% |
| 2019 | +17.89% | +31.09% |
| 2018 | -8.16% | -5.24% |
| 2017 | -1.63% | +20.78% |
| 2016 | +20.96% | +13.59% |
| 2015 | +1.15% | +1.31% |
| 2014 | -4.54% | +14.56% |
| 2013 | -1.00% | +29.00% |
| 2012 | +20.82% | +14.17% |
| 2011 | +0.14% | +0.85% |
| 2010 | +21.46% | +13.14% |
| 2009 | +63.87% | +22.67% |
| 2008 | -49.92% | -36.25% |
| 2007 | -9.25% | +5.32% |
| 2006 | +15.61% | +13.85% |
| 2005 | -2.71% | +5.32% |
| 2004 | -5.57% | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
FCT vs SPY Drawdown Comparison
The maximum drawdown for FCT was -67.23%, occurring on Dec 15, 2008. Recovery took 954 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current FCT drawdown is -1.15%. The current SPY drawdown is -2.90%.
| Rank | FCT | SPY |
|---|---|---|
| #1 | -67.23% Jun 22, 2007 - Apr 5, 2011 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -39.88% Jan 24, 2020 - Dec 8, 2020 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -23.85% Apr 20, 2022 - May 15, 2024 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -20.17% May 19, 2011 - Mar 16, 2012 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -16.16% Mar 8, 2013 - Aug 5, 2016 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -14.90% May 1, 2018 - Nov 26, 2019 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -11.61% Feb 14, 2025 - Jun 26, 2025 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -10.68% Jul 7, 2004 - Jun 22, 2006 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -8.32% Nov 2, 2012 - Jan 4, 2013 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -7.56% Sep 15, 2021 - Mar 18, 2022 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -6.87% Apr 2, 2012 - Jul 17, 2012 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -5.10% Mar 10, 2017 - Mar 26, 2018 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -5.03% Sep 2, 2025 - Dec 10, 2025 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -4.83% Oct 4, 2012 - Nov 2, 2012 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -4.75% Aug 1, 2024 - Aug 26, 2024 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between FCT and SPY is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (1999 - 2026)
FCT vs SPY dividend yield comparison.
| Year | FCT | SPY |
|---|---|---|
| 2026 | 6.08% | 0.24% |
| 2025 | 11.56% | 1.07% |
| 2024 | 11.25% | 1.21% |
| 2023 | 10.62% | 1.40% |
| 2022 | 9.03% | 1.65% |
| 2021 | 9.23% | 1.20% |
| 2020 | 9.88% | 1.52% |
| 2019 | 6.60% | 1.75% |
| 2018 | 6.49% | 2.04% |
| 2017 | 6.16% | 1.80% |
| 2016 | 6.11% | 2.03% |
| 2015 | 7.17% | 2.06% |
| 2014 | 6.51% | 1.87% |
| 2013 | 6.40% | 1.81% |
| 2012 | 6.49% | 2.18% |
| 2011 | 6.80% | 2.05% |
| 2010 | 3.88% | 1.80% |
| 2009 | 4.26% | 1.95% |
| 2008 | 13.59% | 3.02% |
| 2007 | 9.62% | 1.85% |
| 2006 | 8.11% | 1.73% |
| 2005 | 7.20% | 1.73% |
| 2004 | 2.91% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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