FTBI vs DLNV

Comparison between FIRST TRUST BALANCED INCOME ETF (FTBI, ETF) and FT VEST U.S. EQUITY DUAL DIRECTIONAL BUFFER ETF - NOVEMBER (DLNV, ETF).

FTBI vs DLNV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FTBI(ETF)	DLNV(ETF)
Net Assets	$20M	$20M
Expense Ratio	0.97%	0.85%
Max Drawdown	6.42%	4.83%
Sharpe Ratio	1.59	1.18
5Y Beta	0.53	0.53

Net Assets

FTBI

$20M

DLNV

$20M

Expense Ratio

FTBI

0.97%

Winner

DLNV

0.85%

Max Drawdown

FTBI

6.42%

Winner

DLNV

4.83%

Sharpe Ratio

Winner

FTBI

1.59

DLNV

1.18

5Y Beta

FTBI

0.53

Winner

DLNV

0.53

FTBI vs DLNV - Historical Returns

Returns include dividend reinvestment.

Period	FTBI	DLNV
1 month	+2.50%	+1.14%
3 months	+5.36%	+6.34%
6 months	+6.52%	+6.02%
1 year	+17.03%	N/A
Max(CAGR)	+18.06%	+13.63%

Winner

FTBI

+2.50%

DLNV

+1.14%

FTBI

+5.36%

Winner

DLNV

+6.34%

Winner

FTBI

+6.52%

DLNV

+6.02%

FTBI

+17.03%

DLNV

N/A

Max(CAGR)

Winner

FTBI

+18.06%

DLNV

+13.63%

FTBI vs DLNV - Annual Returns (2025 - 2026)

Returns include dividend reinvestment.

Year	FTBI	DLNV
2026	+6.18%	+5.54%
2025	+11.78%	+1.73%

FTBI vs DLNV Drawdown Comparison

The maximum drawdown for FTBI was -5.33%, occurring on Mar 30, 2026. Recovery took 36 trading sessions.

The maximum drawdown for DLNV was -4.83%, occurring on Mar 30, 2026. Recovery took 48 trading sessions.

The current FTBI drawdown is -0.28%.

Rank	FTBI	DLNV
#1	-5.33% Feb 25, 2026 - Apr 17, 2026	-4.83% Feb 2, 2026 - Apr 13, 2026
#2	-2.56% Jun 2, 2026 - Jun 10, 2026	-1.39% Jun 4, 2026 - Jun 15, 2026
#3	-2.52% Nov 12, 2025 - Nov 26, 2025	-1.29% Jan 12, 2026 - Jan 27, 2026
#4	-1.58% May 6, 2026 - May 22, 2026	-1.08% Dec 11, 2025 - Dec 22, 2025
#5	-1.47% Oct 8, 2025 - Oct 20, 2025	-0.49% Dec 26, 2025 - Jan 6, 2026
#6	-1.34% Jan 29, 2026 - Feb 6, 2026	-0.48% Apr 17, 2026 - Apr 22, 2026
#7	-1.22% Dec 11, 2025 - Dec 23, 2025	-0.44% May 14, 2026 - May 21, 2026
#8	-1.00% Jan 15, 2026 - Jan 22, 2026	-0.43% Jan 27, 2026 - Feb 2, 2026
#9	-0.99% Jul 22, 2025 - Aug 8, 2025	-0.35% Dec 5, 2025 - Dec 10, 2025
#10	-0.98% Feb 10, 2026 - Feb 25, 2026	-0.32% Nov 28, 2025 - Dec 3, 2025
#11	-0.98% Oct 27, 2025 - Nov 12, 2025	-0.21% May 1, 2026 - May 5, 2026
#12	-0.98% Oct 21, 2025 - Oct 27, 2025	-0.19% Apr 27, 2026 - Apr 30, 2026
#13	-0.91% Dec 26, 2025 - Jan 5, 2026	-0.18% Jan 6, 2026 - Jan 9, 2026
#14	-0.86% Aug 13, 2025 - Aug 22, 2025	-0.16% Dec 3, 2025 - Dec 5, 2025
#15	-0.85% Apr 24, 2026 - May 5, 2026	-0.14% Apr 22, 2026 - Apr 24, 2026