FT vs MUSI

Comparison between Franklin Universal Trust (FT, ETF) and AMERICAN CENTURY MULTISECTOR INCOME ETF (MUSI, ETF).

5-Year PerformanceFT has outperformed MUSI, delivering a return of +7.1% compared to +2.2%

FT vs MUSI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FT(ETF)	MUSI(ETF)
Net Assets	$221M	$221M
Expense Ratio	N/A	0.38%
Max Drawdown	65.18%	19.11%
Sharpe Ratio	0.96	0.69
5Y Beta	0.29	0.09
5Y Dividends CAGR	5.84%	N/A

Net Assets

$221M

Winner

MUSI

$221M

Expense Ratio

N/A

MUSI

0.38%

Max Drawdown

65.18%

Winner

MUSI

19.11%

Sharpe Ratio

Winner

0.96

MUSI

0.69

5Y Beta

0.29

Winner

MUSI

0.09

5Y Dividends CAGR

5.84%

MUSI

N/A

FT vs MUSI - Historical Returns

Returns include dividend reinvestment.

Period	FT	MUSI
1 month	-0.47%	+0.45%
3 months	+0.59%	+0.85%
6 months	+4.92%	+1.43%
1 year	+12.98%	+5.79%
5 years(CAGR)	+7.06%	+2.20%
10 years(CAGR)	+8.41%	N/A
Max(CAGR)	+7.27%	+2.20%

-0.47%

Winner

MUSI

+0.45%

+0.59%

Winner

MUSI

+0.85%

Winner

+4.92%

MUSI

+1.43%

Winner

+12.98%

MUSI

+5.79%

5Y(CAGR)

Winner

+7.06%

MUSI

+2.20%

10Y(CAGR)

+8.41%

MUSI

N/A

Max(CAGR)

Winner

+7.27%

MUSI

+2.20%

FT vs MUSI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	FT	MUSI
2026	+2.28%	+0.88%
2025	+16.44%	+8.37%
2024	+17.47%	+5.42%
2023	+4.51%	+7.25%
2022	-13.44%	-10.20%
2021	+21.55%	+0.58%
2020	+1.47%	N/A
2019	+30.84%	N/A
2018	-5.40%	N/A
2017	+13.25%	N/A
2016	+24.94%	N/A
2015	-12.94%	N/A
2014	+10.27%	N/A
2013	+3.10%	N/A
2012	+12.59%	N/A
2011	+13.70%	N/A
2010	+17.58%	N/A
2009	+59.78%	N/A
2008	-40.85%	N/A
2007	+7.05%	N/A
2006	+21.52%	N/A
2005	+10.02%	N/A
2004	+10.93%	N/A
2003	+21.38%	N/A
2002	-29.73%	N/A
2001	+16.33%	N/A
2000	+12.12%	N/A
1999	-14.17%	N/A

FT vs MUSI Drawdown Comparison

The maximum drawdown for FT was -54.80%, occurring on Nov 20, 2008. Recovery took 708 trading sessions.

The maximum drawdown for MUSI was -13.91%, occurring on Oct 20, 2022. Recovery took 724 trading sessions.

The current FT drawdown is -3.07%. The current MUSI drawdown is -0.89%.

Rank	FT	MUSI
#1	-54.80% May 16, 2007 - Mar 9, 2010	-13.91% Sep 15, 2021 - Aug 2, 2024
#2	-40.90% Feb 21, 2020 - May 3, 2021	-3.22% Feb 28, 2025 - May 29, 2025
#3	-40.83% Apr 15, 2002 - May 16, 2006	-2.78% Feb 27, 2026 - Mar 27, 2026
#4	-23.17% Dec 28, 2021 - Jul 31, 2024	-2.25% Sep 16, 2024 - Feb 20, 2025
#5	-22.90% Nov 5, 1999 - Jan 3, 2001	-0.88% Sep 22, 2025 - Oct 21, 2025
#6	-22.53% Mar 24, 2015 - May 26, 2016	-0.82% Aug 2, 2024 - Aug 14, 2024
#7	-18.10% Mar 9, 2001 - Nov 28, 2001	-0.68% Oct 28, 2025 - Nov 24, 2025
#8	-13.30% May 20, 2013 - Apr 16, 2014	-0.64% Nov 26, 2025 - Dec 24, 2025
#9	-12.55% Jul 7, 2011 - Oct 21, 2011	-0.62% Jun 4, 2025 - Jun 20, 2025
#10	-12.20% Sep 26, 2012 - Jan 29, 2013	-0.54% Jun 30, 2025 - Jul 21, 2025
#11	-10.78% Dec 6, 2017 - Feb 25, 2019	-0.50% Jan 14, 2026 - Feb 3, 2026
#12	-9.94% Apr 29, 2010 - Jul 20, 2010	-0.33% Aug 5, 2021 - Aug 26, 2021
#13	-9.44% Jul 22, 2016 - Jan 17, 2017	-0.33% Jul 7, 2021 - Jul 30, 2021
#14	-8.76% Mar 3, 2025 - Jun 12, 2025	-0.32% Aug 14, 2024 - Aug 19, 2024
#15	-7.68% Nov 3, 2014 - Jan 16, 2015	-0.29% Aug 13, 2025 - Aug 22, 2025

Correlation

Correlation between FT and MUSI is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95

-101

Dividend Comparison (2000 - 2026)

FT vs MUSI dividend yield comparison.

Year	FT	MUSI
2026	2.66%	2.14%
2025	6.37%	5.74%
2024	6.98%	6.00%
2023	7.67%	5.20%
2022	8.49%	4.02%
2021	6.00%	1.62%
2020	5.13%	0.00%
2019	4.95%	0.00%
2018	6.05%	0.00%
2017	5.36%	0.00%
2016	6.53%	0.00%
2015	8.28%	0.00%
2014	7.24%	0.00%
2013	6.64%	0.00%
2012	5.92%	0.00%
2011	6.82%	0.00%
2010	7.20%	0.00%
2009	7.86%	0.00%
2008	12.16%	0.00%
2007	6.60%	0.00%
2006	6.58%	0.00%
2005	6.82%	0.00%
2004	5.96%	0.00%
2003	6.79%	0.00%
2002	14.57%	0.00%
2001	9.85%	0.00%
2000	4.50%	0.00%