FTF vs FXD
Comparison between Franklin Ltd Duration Income Trust (FTF, ETF) and FIRST TRUST CONSUMER DISCRETIONARY ALPHADEX FUND (FXD, ETF).
5-Year PerformanceFXD has outperformed FTF, delivering a return of +3.7% compared to +2.1%
FTF vs FXD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
FTF vs FXD - Historical Returns
Returns include dividend reinvestment.
FTF vs FXD - Annual Returns (2003 - 2026)
Returns include dividend reinvestment.
| Year | FTF | FXD |
|---|---|---|
| 2026 | -1.07% | +1.05% |
| 2025 | +4.80% | +7.10% |
| 2024 | +17.84% | +11.64% |
| 2023 | +12.41% | +23.44% |
| 2022 | -22.54% | -21.71% |
| 2021 | +8.60% | +24.97% |
| 2020 | +9.26% | +12.64% |
| 2019 | +17.39% | +23.21% |
| 2018 | -14.85% | -12.65% |
| 2017 | +9.32% | +19.03% |
| 2016 | +20.34% | +6.77% |
| 2015 | -5.63% | -3.09% |
| 2014 | +0.29% | +12.15% |
| 2013 | -6.21% | +40.52% |
| 2012 | +17.68% | +15.09% |
| 2011 | +8.07% | -0.13% |
| 2010 | +18.35% | +30.59% |
| 2009 | +52.93% | +51.69% |
| 2008 | -20.82% | -41.59% |
| 2007 | -7.48% | -15.15% |
| 2006 | +17.38% | N/A |
| 2005 | -8.66% | N/A |
| 2004 | +8.08% | N/A |
| 2003 | -1.02% | N/A |
FTF vs FXD Drawdown Comparison
The maximum drawdown for FTF was -51.16%, occurring on Nov 21, 2008. Recovery took 587 trading sessions.
The maximum drawdown for FXD was -65.27%, occurring on Mar 9, 2009. Recovery took 903 trading sessions.
The current FTF drawdown is -3.06%. The current FXD drawdown is -3.44%.
| Rank | FTF | FXD |
|---|---|---|
| #1 | -51.16% May 31, 2007 - Sep 28, 2009 | -65.27% Jul 9, 2007 - Feb 4, 2011 |
| #2 | -36.64% Aug 28, 2018 - Dec 18, 2020 | -49.54% Feb 19, 2020 - Nov 13, 2020 |
| #3 | -28.55% Dec 28, 2021 - Sep 16, 2024 | -33.74% Nov 16, 2021 - Mar 27, 2024 |
| #4 | -20.46% Feb 19, 2013 - Oct 21, 2016 | -26.02% Dec 4, 2024 - Aug 22, 2025 |
| #5 | -17.04% Jul 8, 2011 - Mar 27, 2012 | -24.03% Jul 7, 2011 - Mar 13, 2012 |
| #6 | -15.13% Mar 7, 2005 - Sep 15, 2006 | -22.16% Jan 24, 2018 - Nov 18, 2019 |
| #7 | -14.73% Apr 29, 2010 - Sep 29, 2010 | -20.18% Mar 20, 2015 - Dec 7, 2016 |
| #8 | -11.70% Mar 17, 2004 - Sep 3, 2004 | -14.19% Mar 26, 2012 - Jan 2, 2013 |
| #9 | -11.58% Feb 19, 2025 - Jul 1, 2025 | -13.94% Jan 13, 2026 - Mar 30, 2026 |
| #10 | -10.83% Oct 1, 2012 - Jan 2, 2013 | -12.24% Mar 28, 2024 - Oct 18, 2024 |
| #11 | -8.82% May 24, 2012 - Jun 27, 2012 | -11.01% Sep 8, 2025 - Jan 6, 2026 |
| #12 | -7.52% Oct 26, 2010 - Feb 11, 2011 | -10.15% Sep 5, 2014 - Nov 12, 2014 |
| #13 | -6.54% Feb 10, 2026 - Mar 27, 2026 | -8.68% Dec 31, 2013 - Feb 25, 2014 |
| #14 | -6.32% Sep 29, 2009 - Dec 14, 2009 | -8.66% May 12, 2011 - Jul 1, 2011 |
| #15 | -6.09% Jan 26, 2018 - Aug 22, 2018 | -7.79% Mar 7, 2014 - Jun 27, 2014 |
Correlation
Correlation between FTF and FXD is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2003 - 2026)
FTF vs FXD dividend yield comparison.
| Year | FTF | FXD |
|---|---|---|
| 2026 | 5.31% | 0.16% |
| 2025 | 12.00% | 0.80% |
| 2024 | 11.13% | 0.89% |
| 2023 | 11.41% | 0.70% |
| 2022 | 12.62% | 1.00% |
| 2021 | 10.26% | 0.62% |
| 2020 | 9.50% | 0.42% |
| 2019 | 10.73% | 0.92% |
| 2018 | 12.37% | 1.08% |
| 2017 | 10.86% | 0.93% |
| 2016 | 6.56% | 1.05% |
| 2015 | 6.94% | 0.90% |
| 2014 | 7.05% | 0.52% |
| 2013 | 6.90% | 0.35% |
| 2012 | 6.35% | 1.44% |
| 2011 | 7.73% | 0.63% |
| 2010 | 7.84% | 0.44% |
| 2009 | 7.95% | 0.46% |
| 2008 | 11.27% | 0.89% |
| 2007 | 8.71% | 0.32% |
| 2006 | 7.83% | 0.00% |
| 2005 | 9.04% | 0.00% |
| 2004 | 8.11% | 0.00% |
| 2003 | 2.03% | 0.00% |
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