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FTF vs DRLL

Comparison between Franklin Ltd Duration Income Trust (FTF, ETF) and STRIVE U.S. ENERGY ETF (DRLL, ETF).

FTF vs DRLL - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
FTF
$260M
Winner
DRLL
$261M
Expense Ratio
FTF
N/A
DRLL
0.41%
Max Drawdown
FTF
63.23%
Winner
DRLL
25.85%
Sharpe Ratio
FTF
0.10
Winner
DRLL
1.43
5Y Beta
Winner
FTF
0.29
DRLL
0.50
P/E Ratio
FTF
N/A
DRLL
21.55
Forward P/E
FTF
N/A
DRLL
11.23
PEG Ratio
FTF
N/A
DRLL
0.63
5Y Dividends CAGR
FTF
-4.51%
DRLL
N/A
5Y EPS CAGR
FTF
N/A
DRLL
18.95%
Debt to Equity
FTF
N/A
DRLL
19.16%
P/S Ratio
FTF
N/A
DRLL
1.51
P/B Ratio
FTF
N/A
DRLL
2.10

FTF vs DRLL - Historical Returns

Returns include dividend reinvestment.

1M
FTF
+2.45%
Winner
DRLL
+11.04%
3M
FTF
+2.68%
Winner
DRLL
+6.67%
6M
FTF
+0.28%
Winner
DRLL
+24.32%
1Y
FTF
+3.53%
Winner
DRLL
+41.25%
5Y(CAGR)
FTF
+2.57%
DRLL
N/A
10Y(CAGR)
FTF
+4.00%
DRLL
N/A
Max(CAGR)
FTF
+5.05%
Winner
DRLL
+13.56%

FTF vs DRLL - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

YearFTFDRLL
2026+2.23%+31.66%
2025+4.80%+6.66%
2024+17.84%-1.12%
2023+12.41%+1.80%
2022-22.54%+16.54%
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 DRLL Drawdown Comparison

The maximum drawdown for FTF was -51.16%, occurring on Nov 21, 2008. Recovery took 587 trading sessions.

The maximum drawdown for DRLL was -23.74%, occurring on Apr 8, 2025. Recovery took 451 trading sessions.

The current DRLL drawdown is -6.17%.

RankFTFDRLL
#1-51.16%
May 31, 2007 - Sep 28, 2009
-23.74%
Apr 5, 2024 - Jan 23, 2026
#2-36.64%
Aug 28, 2018 - Dec 18, 2020
-17.35%
Nov 15, 2022 - Sep 12, 2023
#3-28.55%
Dec 28, 2021 - Sep 16, 2024
-16.98%
Mar 27, 2026 - Jul 1, 2026
#4-20.46%
Feb 19, 2013 - Oct 21, 2016
-16.35%
Aug 29, 2022 - Oct 19, 2022
#5-17.04%
Jul 8, 2011 - Mar 27, 2012
-12.77%
Sep 14, 2023 - Mar 19, 2024
#6-15.13%
Mar 7, 2005 - Sep 15, 2006
-4.80%
Nov 8, 2022 - Nov 11, 2022
#7-14.73%
Apr 29, 2010 - Sep 29, 2010
-2.71%
Feb 11, 2026 - Feb 19, 2026
#8-11.70%
Mar 17, 2004 - Sep 3, 2004
-2.18%
Nov 1, 2022 - Nov 4, 2022
#9-11.58%
Feb 19, 2025 - Jul 1, 2025
-2.11%
Jan 30, 2026 - Feb 3, 2026
#10-10.83%
Oct 1, 2012 - Jan 2, 2013
-2.00%
Mar 6, 2026 - Mar 11, 2026
#11-8.82%
May 24, 2012 - Jun 27, 2012
-1.68%
Aug 12, 2022 - Aug 18, 2022
#12-7.52%
Oct 26, 2010 - Feb 11, 2011
-1.33%
Feb 4, 2026 - Feb 6, 2026
#13-6.54%
Feb 10, 2026 - Jul 21, 2026
-1.23%
Aug 25, 2022 - Aug 29, 2022
#14-6.32%
Sep 29, 2009 - Dec 14, 2009
-1.11%
Feb 19, 2026 - Feb 27, 2026
#15-6.09%
Jan 26, 2018 - Aug 22, 2018
-0.90%
Mar 2, 2026 - Mar 5, 2026

Correlation

Correlation between FTF and DRLL is 0.56 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.56
-101

Dividend Comparison (2003 - 2026)

FTF vs DRLL dividend yield comparison.

YearFTFDRLL
20266.23%1.13%
202512.00%2.99%
202411.13%3.00%
202311.41%3.01%
202212.62%1.18%
202110.26%0.00%
20209.50%0.00%
201910.73%0.00%
201812.37%0.00%
201710.86%0.00%
20166.56%0.00%
20156.94%0.00%
20147.05%0.00%
20136.90%0.00%
20126.35%0.00%
20117.73%0.00%
20107.84%0.00%
20097.95%0.00%
200811.27%0.00%
20078.71%0.00%
20067.83%0.00%
20059.04%0.00%
20048.11%0.00%
20032.03%0.00%

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