FCVT vs TRIO
Comparison between FIRST TRUST SSI STRATEGIC CONVERTIBLE SECURITIES ETF (FCVT, ETF) and MC TRIO EQUITY BUFFERED ETF (TRIO, ETF).
FCVT vs TRIO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FCVT
$117M
Winner
TRIO
$117M
Expense Ratio
FCVT
0.95%
Winner
TRIO
0.70%
Max Drawdown
FCVT
47.09%
Winner
TRIO
11.07%
Sharpe Ratio
Winner
FCVT
1.91
TRIO
1.56
5Y Beta
FCVT
0.66
Winner
TRIO
0.57
5Y Dividends CAGR
FCVT
-3.59%
TRIO
N/A
FCVT vs TRIO - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FCVT
+1.61%
TRIO
+0.79%
3M
Winner
FCVT
+14.99%
TRIO
+4.14%
6M
Winner
FCVT
+19.16%
TRIO
+5.33%
1Y
Winner
FCVT
+40.54%
TRIO
+14.29%
5Y(CAGR)
FCVT
+6.69%
TRIO
N/A
10Y(CAGR)
FCVT
+11.90%
TRIO
N/A
Max(CAGR)
FCVT
+11.17%
Winner
TRIO
+13.73%
FCVT vs TRIO - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | FCVT | TRIO |
|---|---|---|
| 2026 | +18.58% | +4.67% |
| 2025 | +20.22% | +11.98% |
| 2024 | +13.11% | N/A |
| 2023 | +7.56% | N/A |
| 2022 | -20.95% | N/A |
| 2021 | +4.81% | N/A |
| 2020 | +49.75% | N/A |
| 2019 | +22.39% | N/A |
| 2018 | -2.62% | N/A |
| 2017 | +13.40% | N/A |
| 2016 | +8.21% | N/A |
| 2015 | -1.96% | N/A |
FCVT vs TRIO Drawdown Comparison
The maximum drawdown for FCVT was -31.85%, occurring on Oct 27, 2023. Recovery took 1149 trading sessions.
The maximum drawdown for TRIO was -9.88%, occurring on Apr 8, 2025. Recovery took 34 trading sessions.
The current FCVT drawdown is -5.10%. The current TRIO drawdown is -0.77%.
| Rank | FCVT | TRIO |
|---|---|---|
| #1 | -31.85% Feb 12, 2021 - Sep 11, 2025 | -9.88% Mar 24, 2025 - May 12, 2025 |
| #2 | -29.90% Feb 19, 2020 - Jun 8, 2020 | -4.47% Feb 25, 2026 - Apr 13, 2026 |
| #3 | -20.07% Apr 20, 2016 - Oct 5, 2017 | -2.57% Oct 27, 2025 - Nov 28, 2025 |
| #4 | -14.24% Sep 4, 2018 - Mar 21, 2019 | -2.40% Mar 7, 2025 - Mar 24, 2025 |
| #5 | -12.97% Nov 17, 2015 - Apr 20, 2016 | -1.33% May 19, 2025 - Jun 3, 2025 |
| #6 | -8.47% Jan 28, 2026 - Apr 9, 2026 | -1.33% Oct 6, 2025 - Oct 20, 2025 |
| #7 | -8.16% Sep 1, 2020 - Oct 12, 2020 | -1.25% Jul 25, 2025 - Aug 8, 2025 |
| #8 | -7.44% Nov 3, 2025 - Jan 6, 2026 | -1.18% Jan 27, 2026 - Feb 9, 2026 |
| #9 | -6.84% Jan 23, 2018 - Mar 9, 2018 | -0.88% Jan 12, 2026 - Jan 22, 2026 |
| #10 | -5.10% Jun 2, 2026 - Jun 5, 2026 | -0.83% Feb 9, 2026 - Feb 25, 2026 |
| #11 | -5.09% Oct 13, 2020 - Nov 5, 2020 | -0.78% Dec 11, 2025 - Dec 19, 2025 |
| #12 | -4.97% Mar 12, 2018 - May 30, 2018 | -0.77% Jun 4, 2026 - Jun 5, 2026 |
| #13 | -4.70% Jun 8, 2020 - Jun 22, 2020 | -0.70% Jun 10, 2025 - Jun 24, 2025 |
| #14 | -4.69% Jan 20, 2021 - Feb 4, 2021 | -0.61% Sep 22, 2025 - Sep 30, 2025 |
| #15 | -4.57% Jul 26, 2019 - Nov 19, 2019 | -0.55% May 14, 2026 - May 21, 2026 |
Correlation
Correlation between FCVT and TRIO is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2015 - 2026)
FCVT vs TRIO dividend yield comparison.
| Year | FCVT | TRIO |
|---|---|---|
| 2026 | 0.44% | 0.00% |
| 2025 | 1.98% | 9.01% |
| 2024 | 1.30% | 0.00% |
| 2023 | 1.76% | 0.00% |
| 2022 | 3.71% | 0.00% |
| 2021 | 23.07% | 0.00% |
| 2020 | 1.72% | 0.00% |
| 2019 | 1.60% | 0.00% |
| 2018 | 1.85% | 0.00% |
| 2017 | 2.18% | 0.00% |
| 2016 | 1.88% | 0.00% |
| 2015 | 0.59% | 0.00% |
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