FTF vs FDM
Comparison between Franklin Ltd Duration Income Trust (FTF, ETF) and FIRST TRUST DOW JONES SELECT MICROCAP INDEX FUND (FDM, ETF).
5-Year PerformanceFDM has outperformed FTF, delivering a return of +10.9% compared to +1.9%
FTF vs FDM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
FTF vs FDM - Historical Returns
Returns include dividend reinvestment.
FTF vs FDM - Annual Returns (2003 - 2026)
Returns include dividend reinvestment.
| Year | FTF | FDM |
|---|---|---|
| 2026 | +1.26% | +18.27% |
| 2025 | +4.80% | +18.79% |
| 2024 | +17.84% | +13.46% |
| 2023 | +12.41% | +13.27% |
| 2022 | -22.54% | -12.56% |
| 2021 | +8.60% | +37.09% |
| 2020 | +9.26% | -3.63% |
| 2019 | +17.39% | +25.23% |
| 2018 | -14.85% | -13.54% |
| 2017 | +9.32% | +8.17% |
| 2016 | +20.34% | +39.60% |
| 2015 | -5.63% | +1.80% |
| 2014 | +0.29% | +5.36% |
| 2013 | -6.21% | +40.37% |
| 2012 | +17.68% | +13.50% |
| 2011 | +8.07% | -10.89% |
| 2010 | +18.35% | +22.46% |
| 2009 | +52.93% | +20.05% |
| 2008 | -20.82% | -31.20% |
| 2007 | -7.48% | -7.21% |
| 2006 | +17.38% | +14.35% |
| 2005 | -8.66% | +2.51% |
| 2004 | +8.08% | N/A |
| 2003 | -1.02% | N/A |
FTF vs FDM Drawdown Comparison
The maximum drawdown for FTF was -51.16%, occurring on Nov 21, 2008. Recovery took 587 trading sessions.
The maximum drawdown for FDM was -63.45%, occurring on Mar 9, 2009. Recovery took 1411 trading sessions.
The current FTF drawdown is -0.96%. The current FDM drawdown is -3.09%.
| Rank | FTF | FDM |
|---|---|---|
| #1 | -51.16% May 31, 2007 - Sep 28, 2009 | -63.45% Jul 12, 2007 - Feb 19, 2013 |
| #2 | -36.64% Aug 28, 2018 - Dec 18, 2020 | -47.76% Aug 22, 2018 - Jan 7, 2021 |
| #3 | -28.55% Dec 28, 2021 - Sep 16, 2024 | -23.75% Nov 11, 2021 - Jul 15, 2024 |
| #4 | -20.46% Feb 19, 2013 - Oct 21, 2016 | -23.46% Dec 11, 2024 - Jul 2, 2025 |
| #5 | -17.04% Jul 8, 2011 - Mar 27, 2012 | -17.78% Jun 23, 2015 - Jul 12, 2016 |
| #6 | -15.13% Mar 7, 2005 - Sep 15, 2006 | -14.47% May 5, 2006 - Nov 15, 2006 |
| #7 | -14.73% Apr 29, 2010 - Sep 29, 2010 | -12.49% Jul 3, 2014 - Dec 23, 2014 |
| #8 | -11.70% Mar 17, 2004 - Sep 3, 2004 | -11.32% Jul 31, 2024 - Nov 6, 2024 |
| #9 | -11.58% Feb 19, 2025 - Jul 1, 2025 | -10.25% Mar 15, 2021 - Nov 1, 2021 |
| #10 | -10.83% Oct 1, 2012 - Jan 2, 2013 | -9.30% Feb 9, 2026 - Apr 14, 2026 |
| #11 | -8.82% May 24, 2012 - Jun 27, 2012 | -9.30% Dec 24, 2013 - Mar 4, 2014 |
| #12 | -7.52% Oct 26, 2010 - Feb 11, 2011 | -8.54% Jan 4, 2017 - Jul 3, 2017 |
| #13 | -6.54% Feb 10, 2026 - Jul 21, 2026 | -8.43% Apr 2, 2014 - Jul 3, 2014 |
| #14 | -6.32% Sep 29, 2009 - Dec 14, 2009 | -8.34% Jan 19, 2018 - May 9, 2018 |
| #15 | -6.09% Jan 26, 2018 - Aug 22, 2018 | -7.92% Feb 22, 2007 - Apr 17, 2007 |
Correlation
Correlation between FTF and FDM is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2003 - 2026)
FTF vs FDM dividend yield comparison.
| Year | FTF | FDM |
|---|---|---|
| 2026 | 8.57% | 0.66% |
| 2025 | 12.00% | 1.43% |
| 2024 | 11.13% | 1.56% |
| 2023 | 11.41% | 1.81% |
| 2022 | 12.62% | 1.80% |
| 2021 | 10.26% | 1.08% |
| 2020 | 9.50% | 1.68% |
| 2019 | 10.73% | 1.37% |
| 2018 | 12.37% | 1.26% |
| 2017 | 10.86% | 0.97% |
| 2016 | 6.56% | 1.13% |
| 2015 | 6.94% | 1.45% |
| 2014 | 7.05% | 0.75% |
| 2013 | 6.90% | 0.83% |
| 2012 | 6.35% | 1.75% |
| 2011 | 7.73% | 0.80% |
| 2010 | 7.84% | 0.38% |
| 2009 | 7.95% | 0.56% |
| 2008 | 11.27% | 1.19% |
| 2007 | 8.71% | 0.61% |
| 2006 | 7.83% | 0.23% |
| 2005 | 9.04% | 0.09% |
| 2004 | 8.11% | 0.00% |
| 2003 | 2.03% | 0.00% |
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