FDN vs SRLN

Comparison between FIRST TRUST DOW JONES INTERNET INDEX FUND (FDN, ETF) and SPDR BLACKSTONE SENIOR LOAN ETF (SRLN, ETF).

5-Year PerformanceSRLN has outperformed FDN, delivering a return of +4.8% compared to +4.6%

FDN vs SRLN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FDN(ETF)	SRLN(ETF)
Net Assets	$5B	$5B
Expense Ratio	0.49%	0.70%
Max Drawdown	61.61%	28.37%
Sharpe Ratio	0.44	1.07
5Y Beta	1.16	0.15
P/E Ratio	36.70	N/A
Forward P/E	24.86	N/A
5Y Dividends CAGR	N/A	8.86%
5Y EPS CAGR	25.67%	N/A
Debt to Equity	36.61%	N/A
P/S Ratio	5.55	N/A
P/B Ratio	7.44	N/A

Net Assets

FDN

$5B

SRLN

$5B

Expense Ratio

Winner

FDN

0.49%

SRLN

0.70%

Max Drawdown

FDN

61.61%

Winner

SRLN

28.37%

Sharpe Ratio

FDN

0.44

Winner

SRLN

1.07

5Y Beta

FDN

1.16

Winner

SRLN

0.15

P/E Ratio

FDN

36.70

SRLN

N/A

Forward P/E

FDN

24.86

SRLN

N/A

5Y Dividends CAGR

FDN

N/A

SRLN

8.86%

5Y EPS CAGR

FDN

25.67%

SRLN

N/A

Debt to Equity

FDN

36.61%

SRLN

N/A

P/S Ratio

FDN

5.55

SRLN

N/A

P/B Ratio

FDN

7.44

SRLN

N/A

FDN vs SRLN - Historical Returns

Returns include dividend reinvestment.

Period	FDN	SRLN
1 month	+5.71%	+1.55%
3 months	+12.13%	+1.78%
6 months	-4.76%	+1.71%
1 year	+6.58%	+6.27%
5 years(CAGR)	+4.55%	+4.81%
10 years(CAGR)	+14.14%	+4.58%
Max(CAGR)	+13.71%	+3.81%

Winner

FDN

+5.71%

SRLN

+1.55%

Winner

FDN

+12.13%

SRLN

+1.78%

FDN

-4.76%

Winner

SRLN

+1.71%

Winner

FDN

+6.58%

SRLN

+6.27%

5Y(CAGR)

FDN

+4.55%

Winner

SRLN

+4.81%

10Y(CAGR)

Winner

FDN

+14.14%

SRLN

+4.58%

Max(CAGR)

Winner

FDN

+13.71%

SRLN

+3.81%

FDN vs SRLN - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	FDN	SRLN
2026	-1.00%	+0.59%
2025	+10.46%	+6.72%
2024	+33.48%	+8.43%
2023	+51.11%	+10.96%
2022	-45.62%	-5.37%
2021	+7.57%	+4.66%
2020	+50.08%	+2.94%
2019	+18.43%	+9.95%
2018	+5.03%	-0.82%
2017	+36.01%	+3.37%
2016	+10.37%	+7.14%
2015	+21.81%	-1.15%
2014	+3.41%	+1.01%
2013	+49.05%	+1.80%
2012	+18.45%	N/A
2011	-7.41%	N/A
2010	+34.32%	N/A
2009	+73.19%	N/A
2008	-43.41%	N/A
2007	+12.69%	N/A
2006	+10.03%	N/A

FDN vs SRLN Drawdown Comparison

The maximum drawdown for FDN was -61.55%, occurring on Nov 20, 2008. Recovery took 629 trading sessions.

The maximum drawdown for SRLN was -22.29%, occurring on Mar 23, 2020. Recovery took 184 trading sessions.

The current FDN drawdown is -8.51%. The current SRLN drawdown is -0.07%.

Rank	FDN	SRLN
#1	-61.55% Oct 12, 2007 - Apr 14, 2010	-22.29% Feb 19, 2020 - Nov 9, 2020
#2	-53.97% Sep 7, 2021 - Dec 4, 2024	-7.93% Jan 14, 2022 - Jul 12, 2023
#3	-30.53% Feb 20, 2020 - May 8, 2020	-5.58% Jul 16, 2015 - Aug 10, 2016
#4	-27.39% Jul 25, 2018 - Apr 26, 2019	-4.61% Oct 16, 2018 - Feb 25, 2019
#5	-26.04% Jul 7, 2011 - Sep 13, 2012	-4.26% Feb 18, 2025 - May 12, 2025
#6	-25.79% Dec 1, 2015 - Jul 28, 2016	-3.26% Jan 9, 2026 - May 1, 2026
#7	-24.98% Feb 14, 2025 - Jun 27, 2025	-2.71% Nov 28, 2014 - Feb 12, 2015
#8	-21.31% Sep 19, 2025 - Mar 30, 2026	-1.87% Sep 5, 2014 - Nov 25, 2014
#9	-19.49% Mar 5, 2014 - Feb 19, 2015	-1.36% Jul 22, 2024 - Aug 16, 2024
#10	-16.26% Apr 15, 2010 - Sep 13, 2010	-1.31% Nov 11, 2021 - Dec 23, 2021
#11	-15.09% Feb 12, 2021 - Jun 24, 2021	-1.21% Aug 1, 2019 - Sep 10, 2019
#12	-14.41% Jul 26, 2019 - Feb 12, 2020	-1.19% May 9, 2013 - Jul 23, 2013
#13	-14.23% Jul 17, 2007 - Oct 5, 2007	-1.16% May 3, 2019 - Jul 17, 2019
#14	-12.87% Sep 2, 2020 - Nov 27, 2020	-1.14% Feb 27, 2019 - Apr 5, 2019
#15	-12.85% Aug 5, 2015 - Oct 23, 2015	-1.10% Sep 20, 2019 - Nov 15, 2019

Correlation

Correlation between FDN and SRLN is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (2008 - 2026)

FDN vs SRLN dividend yield comparison.

Year	FDN	SRLN
2026	0.00%	2.33%
2025	0.00%	7.67%
2024	0.00%	8.58%
2023	0.00%	8.44%
2022	0.00%	5.72%
2021	0.00%	4.45%
2020	0.00%	4.91%
2019	0.00%	5.39%
2018	0.00%	4.98%
2017	0.00%	4.01%
2016	0.00%	3.94%
2015	0.00%	4.43%
2014	0.00%	3.66%
2013	0.00%	1.91%
2011	0.07%	0.00%
2010	0.11%	0.00%
2008	0.35%	0.00%