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FTLS vs VTEC

Comparison between FIRST TRUST LONG/SHORT EQUITY ETF (FTLS, ETF) and VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF ETF SHARES (VTEC, ETF).

FTLS vs VTEC - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
FTLS
$2.20B
VTEC
$2.20B
Expense Ratio
FTLS
1.38%
Winner
VTEC
0.06%
Max Drawdown
FTLS
20.54%
Winner
VTEC
5.70%
Sharpe Ratio
Winner
FTLS
1.50
VTEC
0.86
5Y Beta
FTLS
0.52
Winner
VTEC
0.04
5Y Dividends CAGR
FTLS
34.00%
VTEC
N/A

FTLS vs VTEC - Historical Returns

Returns include dividend reinvestment.

1M
Winner
FTLS
+3.60%
VTEC
+0.29%
3M
Winner
FTLS
+3.81%
VTEC
-0.55%
6M
Winner
FTLS
+5.12%
VTEC
+1.13%
1Y
Winner
FTLS
+17.21%
VTEC
+6.28%
5Y(CAGR)
FTLS
+10.26%
VTEC
N/A
10Y(CAGR)
FTLS
+9.85%
VTEC
N/A
Max(CAGR)
Winner
FTLS
+9.04%
VTEC
+2.60%

FTLS vs VTEC - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

YearFTLSVTEC
2026+4.67%+0.48%
2025+9.09%+3.86%
2024+19.09%+1.42%
2023+18.24%N/A
2022-5.23%N/A
2021+20.30%N/A
2020+2.13%N/A
2019+16.32%N/A
2018-5.41%N/A
2017+13.88%N/A
2016+7.57%N/A
2015+5.38%N/A
2014+5.71%N/A

FTLS vs VTEC Drawdown Comparison

The maximum drawdown for FTLS was -20.54%, occurring on Mar 23, 2020. Recovery took 135 trading sessions.

The maximum drawdown for VTEC was -4.50%, occurring on Apr 8, 2025. Recovery took 190 trading sessions.

The current VTEC drawdown is -1.28%.

RankFTLSVTEC
#1-20.54%
Feb 19, 2020 - Aug 31, 2020
-4.50%
Dec 2, 2024 - Sep 8, 2025
#2-13.38%
Jan 26, 2018 - Sep 17, 2019
-2.85%
Feb 27, 2026 - Mar 27, 2026
#3-11.69%
Jan 23, 2025 - Aug 27, 2025
-2.43%
Feb 1, 2024 - Aug 1, 2024
#4-10.35%
Dec 29, 2021 - Jun 2, 2023
-2.13%
Oct 1, 2024 - Dec 2, 2024
#5-9.26%
Dec 1, 2015 - Jul 26, 2016
-0.79%
Aug 6, 2024 - Sep 5, 2024
#6-8.16%
May 27, 2015 - Nov 24, 2015
-0.47%
Sep 17, 2025 - Oct 10, 2025
#7-7.45%
Sep 2, 2020 - Jan 7, 2021
-0.44%
Nov 26, 2025 - Dec 24, 2025
#8-4.76%
Feb 11, 2021 - Apr 15, 2021
-0.42%
Nov 11, 2025 - Nov 26, 2025
#9-4.44%
Jul 10, 2024 - Aug 27, 2024
-0.34%
Oct 29, 2025 - Nov 11, 2025
#10-4.22%
Mar 28, 2024 - Jun 6, 2024
-0.31%
Jan 14, 2026 - Jan 30, 2026
#11-3.95%
Sep 11, 2023 - Nov 10, 2023
-0.16%
Sep 27, 2024 - Oct 1, 2024
#12-3.91%
Sep 18, 2014 - Oct 28, 2014
-0.12%
Sep 10, 2024 - Sep 13, 2024
#13-3.86%
Aug 18, 2016 - Nov 9, 2016
-0.11%
Sep 17, 2024 - Sep 26, 2024
#14-3.79%
Feb 2, 2026 - Apr 9, 2026
-0.10%
Sep 8, 2025 - Sep 10, 2025
#15-3.46%
Nov 11, 2025 - Dec 24, 2025
-0.09%
Sep 11, 2025 - Sep 15, 2025

Correlation

Correlation between FTLS and VTEC is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88
-101

Dividend Comparison (2014 - 2026)

FTLS vs VTEC dividend yield comparison.

YearFTLSVTEC
20260.09%1.03%
20251.07%3.13%
20241.50%2.54%
20231.49%0.00%
20220.81%0.00%
20210.01%0.00%
20200.44%0.00%
20190.83%0.00%
20180.87%0.00%
20170.43%0.00%
20161.04%0.00%
20150.49%0.00%
20140.51%0.00%

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