FTF vs BSJU
Comparison between Franklin Ltd Duration Income Trust (FTF, ETF) and Invesco BulletShares 2030 High Yield Corporate Bond ETF (BSJU, ETF).
FTF vs BSJU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FTF
$260M
Winner
BSJU
$260M
Expense Ratio
FTF
N/A
BSJU
0.42%
Max Drawdown
FTF
63.23%
Winner
BSJU
8.40%
Sharpe Ratio
FTF
-0.24
Winner
BSJU
0.72
5Y Beta
FTF
0.30
Winner
BSJU
0.24
5Y Dividends CAGR
FTF
-4.40%
BSJU
N/A
FTF vs BSJU - Historical Returns
Returns include dividend reinvestment.
1M
FTF
-0.91%
Winner
BSJU
-0.03%
3M
FTF
-1.25%
Winner
BSJU
+0.92%
6M
FTF
+0.75%
Winner
BSJU
+1.59%
1Y
FTF
+1.01%
Winner
BSJU
+6.79%
5Y(CAGR)
FTF
+2.13%
BSJU
N/A
10Y(CAGR)
FTF
+3.75%
BSJU
N/A
Max(CAGR)
FTF
+4.92%
Winner
BSJU
+7.58%
FTF vs BSJU - Annual Returns (2003 - 2026)
Returns include dividend reinvestment.
| Year | FTF | BSJU |
|---|---|---|
| 2026 | -1.24% | +1.19% |
| 2025 | +4.80% | +8.32% |
| 2024 | +17.84% | +8.63% |
| 2023 | +12.41% | +12.66% |
| 2022 | -22.54% | -2.11% |
| 2021 | +8.60% | N/A |
| 2020 | +9.26% | N/A |
| 2019 | +17.39% | N/A |
| 2018 | -14.85% | N/A |
| 2017 | +9.32% | N/A |
| 2016 | +20.34% | N/A |
| 2015 | -5.63% | N/A |
| 2014 | +0.29% | N/A |
| 2013 | -6.21% | N/A |
| 2012 | +17.68% | N/A |
| 2011 | +8.07% | N/A |
| 2010 | +18.35% | N/A |
| 2009 | +52.93% | N/A |
| 2008 | -20.82% | N/A |
| 2007 | -7.48% | N/A |
| 2006 | +17.38% | N/A |
| 2005 | -8.66% | N/A |
| 2004 | +8.08% | N/A |
| 2003 | -1.02% | N/A |
FTF vs BSJU Drawdown Comparison
The maximum drawdown for FTF was -51.16%, occurring on Nov 21, 2008. Recovery took 587 trading sessions.
The maximum drawdown for BSJU was -7.51%, occurring on Sep 27, 2022. Recovery took 65 trading sessions.
The current FTF drawdown is -3.23%. The current BSJU drawdown is -0.68%.
| Rank | FTF | BSJU |
|---|---|---|
| #1 | -51.16% May 31, 2007 - Sep 28, 2009 | -7.51% Sep 12, 2022 - Dec 13, 2022 |
| #2 | -36.64% Aug 28, 2018 - Dec 18, 2020 | -5.93% Feb 2, 2023 - Jun 15, 2023 |
| #3 | -28.55% Dec 28, 2021 - Sep 16, 2024 | -5.12% Jul 13, 2023 - Nov 3, 2023 |
| #4 | -20.46% Feb 19, 2013 - Oct 21, 2016 | -5.09% Feb 28, 2025 - May 12, 2025 |
| #5 | -17.04% Jul 8, 2011 - Mar 27, 2012 | -4.93% Dec 13, 2022 - Jan 9, 2023 |
| #6 | -15.13% Mar 7, 2005 - Sep 15, 2006 | -2.53% Feb 9, 2026 - Apr 8, 2026 |
| #7 | -14.73% Apr 29, 2010 - Sep 29, 2010 | -2.47% Mar 27, 2024 - May 3, 2024 |
| #8 | -11.70% Mar 17, 2004 - Sep 3, 2004 | -2.12% Dec 6, 2024 - Jan 27, 2025 |
| #9 | -11.58% Feb 19, 2025 - Jul 1, 2025 | -1.79% Dec 27, 2023 - Jan 29, 2024 |
| #10 | -10.83% Oct 1, 2012 - Jan 2, 2013 | -1.66% Jun 15, 2023 - Jun 30, 2023 |
| #11 | -8.82% May 24, 2012 - Jun 27, 2012 | -1.59% Sep 27, 2024 - Nov 8, 2024 |
| #12 | -7.52% Oct 26, 2010 - Feb 11, 2011 | -1.53% Jun 30, 2023 - Jul 12, 2023 |
| #13 | -6.54% Feb 10, 2026 - Mar 27, 2026 | -1.42% Jan 12, 2023 - Feb 1, 2023 |
| #14 | -6.32% Sep 29, 2009 - Dec 14, 2009 | -1.39% Sep 22, 2025 - Oct 24, 2025 |
| #15 | -6.09% Jan 26, 2018 - Aug 22, 2018 | -1.31% May 15, 2024 - Jun 5, 2024 |
Correlation
Correlation between FTF and BSJU is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2003 - 2026)
FTF vs BSJU dividend yield comparison.
| Year | FTF | BSJU |
|---|---|---|
| 2026 | 5.32% | 2.76% |
| 2025 | 12.00% | 6.52% |
| 2024 | 11.13% | 7.08% |
| 2023 | 11.41% | 6.74% |
| 2022 | 12.62% | 2.38% |
| 2021 | 10.26% | 0.00% |
| 2020 | 9.50% | 0.00% |
| 2019 | 10.73% | 0.00% |
| 2018 | 12.37% | 0.00% |
| 2017 | 10.86% | 0.00% |
| 2016 | 6.56% | 0.00% |
| 2015 | 6.94% | 0.00% |
| 2014 | 7.05% | 0.00% |
| 2013 | 6.90% | 0.00% |
| 2012 | 6.35% | 0.00% |
| 2011 | 7.73% | 0.00% |
| 2010 | 7.84% | 0.00% |
| 2009 | 7.95% | 0.00% |
| 2008 | 11.27% | 0.00% |
| 2007 | 8.71% | 0.00% |
| 2006 | 7.83% | 0.00% |
| 2005 | 9.04% | 0.00% |
| 2004 | 8.11% | 0.00% |
| 2003 | 2.03% | 0.00% |
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