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FCT vs VTEL

Comparison between First Trust Senior Floting Rate Income Fund II (FCT, ETF) and VANGUARD LONG-TERM TAX-EXEMPT BOND ETF ETF SHARES (VTEL, ETF).

FCT vs VTEL - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
FCT
$258M
Winner
VTEL
$259M
Expense Ratio
FCT
N/A
VTEL
0.09%
Max Drawdown
FCT
72.72%
Winner
VTEL
3.51%
Sharpe Ratio
FCT
0.74
Winner
VTEL
1.17
5Y Beta
FCT
0.31
Winner
VTEL
0.07
5Y Dividends CAGR
FCT
-1.25%
VTEL
N/A

FCT vs VTEL - Historical Returns

Returns include dividend reinvestment.

1M
FCT
-1.05%
Winner
VTEL
+0.75%
3M
Winner
FCT
+1.16%
VTEL
+0.58%
6M
Winner
FCT
+7.69%
VTEL
+2.16%
1Y
Winner
FCT
+9.89%
VTEL
+8.34%
5Y(CAGR)
FCT
+5.14%
VTEL
N/A
10Y(CAGR)
FCT
+5.96%
VTEL
N/A
Max(CAGR)
FCT
+4.36%
Winner
VTEL
+8.18%

FCT vs VTEL - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

YearFCTVTEL
2026+0.88%+1.65%
2025+8.24%+6.66%
2024+16.34%N/A
2023+17.29%N/A
2022-14.17%N/A
2021+14.07%N/A
2020+2.88%N/A
2019+17.89%N/A
2018-8.16%N/A
2017-1.63%N/A
2016+20.96%N/A
2015+1.15%N/A
2014-4.54%N/A
2013-1.00%N/A
2012+20.82%N/A
2011+0.14%N/A
2010+21.46%N/A
2009+63.87%N/A
2008-49.92%N/A
2007-9.25%N/A
2006+15.61%N/A
2005-2.71%N/A
2004-5.57%N/A

FCT vs VTEL Drawdown Comparison

The maximum drawdown for FCT was -67.23%, occurring on Dec 15, 2008. Recovery took 954 trading sessions.

The maximum drawdown for VTEL was -3.22%, occurring on Mar 24, 2026. This drawdown has not yet recovered.

The current FCT drawdown is -1.15%. The current VTEL drawdown is -0.34%.

RankFCTVTEL
#1-67.23%
Jun 22, 2007 - Apr 5, 2011
-3.22%
Feb 27, 2026 - Mar 24, 2026
#2-39.88%
Jan 24, 2020 - Dec 8, 2020
-1.98%
Jul 1, 2025 - Sep 3, 2025
#3-23.85%
Apr 20, 2022 - May 15, 2024
-0.99%
May 27, 2025 - Jun 30, 2025
#4-20.17%
May 19, 2011 - Mar 16, 2012
-0.67%
Nov 28, 2025 - Jan 5, 2026
#5-16.16%
Mar 8, 2013 - Aug 5, 2016
-0.64%
Nov 11, 2025 - Nov 26, 2025
#6-14.90%
May 1, 2018 - Nov 26, 2019
-0.50%
Jan 13, 2026 - Feb 3, 2026
#7-11.61%
Feb 14, 2025 - Jun 26, 2025
-0.47%
Sep 18, 2025 - Oct 6, 2025
#8-10.68%
Jul 7, 2004 - Jun 22, 2006
-0.43%
Oct 27, 2025 - Nov 11, 2025
#9-8.32%
Nov 2, 2012 - Jan 4, 2013
-0.19%
Sep 11, 2025 - Sep 15, 2025
#10-7.56%
Sep 15, 2021 - Mar 18, 2022
-0.15%
Jan 7, 2026 - Jan 9, 2026
#11-6.87%
Apr 2, 2012 - Jul 17, 2012
-0.15%
Oct 13, 2025 - Oct 15, 2025
#12-5.10%
Mar 10, 2017 - Mar 26, 2018
-0.11%
Jan 9, 2026 - Jan 13, 2026
#13-5.03%
Sep 2, 2025 - Dec 10, 2025
-0.10%
Feb 5, 2026 - Feb 9, 2026
#14-4.83%
Oct 4, 2012 - Nov 2, 2012
-0.05%
Jan 5, 2026 - Jan 7, 2026
#15-4.75%
Aug 1, 2024 - Aug 26, 2024
-0.05%
Sep 8, 2025 - Sep 10, 2025

Correlation

Correlation between FCT and VTEL is 0.68 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.68
-101

Dividend Comparison (2004 - 2026)

FCT vs VTEL dividend yield comparison.

YearFCTVTEL
20266.08%1.59%
202511.56%2.23%
202411.25%0.00%
202310.62%0.00%
20229.03%0.00%
20219.23%0.00%
20209.88%0.00%
20196.60%0.00%
20186.49%0.00%
20176.16%0.00%
20166.11%0.00%
20157.17%0.00%
20146.51%0.00%
20136.40%0.00%
20126.49%0.00%
20116.80%0.00%
20103.88%0.00%
20094.26%0.00%
200813.59%0.00%
20079.62%0.00%
20068.11%0.00%
20057.20%0.00%
20042.91%0.00%

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