FTSL vs DFSU
Comparison between FIRST TRUST SENIOR LOAN FUND (FTSL, ETF) and DIMENSIONAL US SUSTAINABILITY CORE 1 ETF (DFSU, ETF).
FTSL vs DFSU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FTSL
$2.30B
DFSU
$2.30B
Expense Ratio
FTSL
0.70%
Winner
DFSU
0.15%
Max Drawdown
FTSL
26.38%
Winner
DFSU
20.33%
Sharpe Ratio
FTSL
0.01
Winner
DFSU
1.11
5Y Beta
Winner
FTSL
0.09
DFSU
0.98
P/E Ratio
FTSL
N/A
DFSU
23.91
Forward P/E
FTSL
N/A
DFSU
19.23
5Y Dividends CAGR
FTSL
15.37%
DFSU
N/A
5Y EPS CAGR
FTSL
N/A
DFSU
25.99%
P/S Ratio
FTSL
N/A
DFSU
2.39
P/B Ratio
FTSL
N/A
DFSU
4.64
FTSL vs DFSU - Historical Returns
Returns include dividend reinvestment.
1M
FTSL
+0.50%
Winner
DFSU
+2.31%
3M
FTSL
+1.14%
Winner
DFSU
+5.39%
6M
FTSL
+2.38%
Winner
DFSU
+10.17%
1Y
FTSL
+3.92%
Winner
DFSU
+19.89%
5Y(CAGR)
FTSL
+5.19%
DFSU
N/A
10Y(CAGR)
FTSL
+4.42%
DFSU
N/A
Max(CAGR)
FTSL
+4.01%
Winner
DFSU
+20.24%
FTSL vs DFSU - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | FTSL | DFSU |
|---|---|---|
| 2026 | +1.61% | +11.22% |
| 2025 | +6.00% | +15.92% |
| 2024 | +8.32% | +23.88% |
| 2023 | +10.96% | +26.67% |
| 2022 | -2.44% | +0.65% |
| 2021 | +4.05% | N/A |
| 2020 | +2.82% | N/A |
| 2019 | +10.16% | N/A |
| 2018 | -1.40% | N/A |
| 2017 | +2.64% | N/A |
| 2016 | +7.28% | N/A |
| 2015 | +0.16% | N/A |
| 2014 | +1.32% | N/A |
| 2013 | +1.79% | N/A |
FTSL vs DFSU Drawdown Comparison
The maximum drawdown for FTSL was -22.67%, occurring on Mar 23, 2020. Recovery took 198 trading sessions.
The maximum drawdown for DFSU was -19.88%, occurring on Apr 8, 2025. Recovery took 141 trading sessions.
The current FTSL drawdown is -0.12%. The current DFSU drawdown is -1.61%.
| Rank | FTSL | DFSU |
|---|---|---|
| #1 | -22.67% Jan 29, 2020 - Nov 9, 2020 | -19.88% Dec 4, 2024 - Jul 1, 2025 |
| #2 | -6.96% Jan 24, 2022 - Feb 1, 2023 | -11.40% Jul 31, 2023 - Dec 8, 2023 |
| #3 | -4.61% Oct 22, 2018 - Feb 20, 2019 | -10.12% Jan 12, 2026 - Apr 17, 2026 |
| #4 | -4.29% Jul 21, 2015 - Apr 21, 2016 | -9.51% Feb 2, 2023 - Jun 8, 2023 |
| #5 | -2.66% Mar 25, 2025 - Apr 28, 2025 | -8.14% Jul 16, 2024 - Aug 23, 2024 |
| #6 | -2.54% Dec 2, 2014 - Feb 5, 2015 | -7.36% Dec 1, 2022 - Jan 26, 2023 |
| #7 | -2.33% Jan 16, 2026 - May 5, 2026 | -6.25% Mar 28, 2024 - May 15, 2024 |
| #8 | -2.06% Jul 28, 2014 - Nov 24, 2014 | -5.18% Oct 28, 2025 - Dec 3, 2025 |
| #9 | -1.83% May 31, 2013 - Oct 22, 2013 | -4.70% Aug 30, 2024 - Sep 19, 2024 |
| #10 | -1.54% Feb 7, 2023 - Apr 3, 2023 | -3.48% Jun 4, 2026 - Jul 1, 2026 |
| #11 | -1.21% Sep 17, 2019 - Nov 11, 2019 | -3.22% Oct 8, 2025 - Oct 24, 2025 |
| #12 | -1.09% Jul 31, 2024 - Aug 19, 2024 | -3.19% Nov 2, 2022 - Nov 10, 2022 |
| #13 | -0.98% Jun 9, 2016 - Jul 8, 2016 | -2.93% Jul 28, 2025 - Aug 12, 2025 |
| #14 | -0.97% Jul 30, 2019 - Sep 10, 2019 | -2.87% Oct 18, 2024 - Nov 6, 2024 |
| #15 | -0.93% Oct 24, 2016 - Dec 7, 2016 | -2.70% Nov 11, 2024 - Nov 25, 2024 |
Correlation
Correlation between FTSL and DFSU is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2013 - 2026)
FTSL vs DFSU dividend yield comparison.
| Year | FTSL | DFSU |
|---|---|---|
| 2026 | 4.17% | 0.42% |
| 2025 | 6.59% | 0.85% |
| 2024 | 7.56% | 0.96% |
| 2023 | 7.59% | 1.03% |
| 2022 | 4.77% | 0.21% |
| 2021 | 3.17% | 0.00% |
| 2020 | 3.48% | 0.00% |
| 2019 | 4.44% | 0.00% |
| 2018 | 4.29% | 0.00% |
| 2017 | 3.64% | 0.00% |
| 2016 | 3.70% | 0.00% |
| 2015 | 3.95% | 0.00% |
| 2014 | 3.75% | 0.00% |
| 2013 | 2.64% | 0.00% |
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