FTSL vs HDEF
Comparison between FIRST TRUST SENIOR LOAN FUND (FTSL, ETF) and XTRACKERS MSCI EAFE HIGH DIVIDEND YIELD EQUITY ETF (HDEF, ETF).
5-Year PerformanceHDEF has outperformed FTSL, delivering a return of +10.5% compared to +5.0%
FTSL vs HDEF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
FTSL vs HDEF - Historical Returns
Returns include dividend reinvestment.
FTSL vs HDEF - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | FTSL | HDEF |
|---|---|---|
| 2026 | +0.59% | +4.32% |
| 2025 | +6.00% | +33.36% |
| 2024 | +8.32% | +3.36% |
| 2023 | +10.96% | +17.51% |
| 2022 | -2.44% | -3.03% |
| 2021 | +4.05% | +6.01% |
| 2020 | +2.82% | -2.76% |
| 2019 | +10.16% | +25.44% |
| 2018 | -1.40% | -13.77% |
| 2017 | +2.64% | +9.90% |
| 2016 | +7.28% | +13.43% |
| 2015 | +0.16% | -4.66% |
| 2014 | +1.32% | N/A |
| 2013 | +1.79% | N/A |
FTSL vs HDEF Drawdown Comparison
The maximum drawdown for FTSL was -22.67%, occurring on Mar 23, 2020. Recovery took 198 trading sessions.
The maximum drawdown for HDEF was -36.42%, occurring on Mar 23, 2020. Recovery took 255 trading sessions.
The current FTSL drawdown is -0.03%. The current HDEF drawdown is -4.78%.
| Rank | FTSL | HDEF |
|---|---|---|
| #1 | -22.67% Jan 29, 2020 - Nov 9, 2020 | -36.42% Jan 2, 2020 - Jan 6, 2021 |
| #2 | -6.96% Jan 24, 2022 - Feb 1, 2023 | -23.69% Feb 9, 2022 - Apr 6, 2023 |
| #3 | -4.61% Oct 22, 2018 - Feb 20, 2019 | -17.55% Jan 22, 2018 - Oct 24, 2019 |
| #4 | -4.29% Jul 21, 2015 - Apr 21, 2016 | -14.95% Aug 18, 2015 - Aug 10, 2016 |
| #5 | -2.66% Mar 25, 2025 - Apr 28, 2025 | -11.15% Sep 26, 2024 - Mar 5, 2025 |
| #6 | -2.54% Dec 2, 2014 - Feb 5, 2015 | -10.60% Mar 18, 2025 - Apr 22, 2025 |
| #7 | -2.33% Jan 16, 2026 - May 5, 2026 | -9.31% Jun 15, 2021 - Jan 12, 2022 |
| #8 | -2.06% Jul 28, 2014 - Nov 24, 2014 | -8.79% Jul 26, 2023 - Dec 13, 2023 |
| #9 | -1.83% May 31, 2013 - Oct 22, 2013 | -8.02% Feb 27, 2026 - Mar 20, 2026 |
| #10 | -1.54% Feb 7, 2023 - Apr 3, 2023 | -6.39% May 8, 2023 - Jun 15, 2023 |
| #11 | -1.21% Sep 17, 2019 - Nov 11, 2019 | -5.63% Dec 9, 2016 - Jan 10, 2017 |
| #12 | -1.09% Jul 31, 2024 - Aug 19, 2024 | -5.46% Dec 27, 2023 - Mar 20, 2024 |
| #13 | -0.98% Jun 9, 2016 - Jul 8, 2016 | -4.72% Jan 8, 2021 - Mar 16, 2021 |
| #14 | -0.97% Jul 30, 2019 - Sep 10, 2019 | -4.35% Nov 2, 2017 - Jan 9, 2018 |
| #15 | -0.93% Oct 24, 2016 - Dec 7, 2016 | -4.24% May 17, 2024 - Jul 12, 2024 |
Correlation
Correlation between FTSL and HDEF is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2013 - 2026)
FTSL vs HDEF dividend yield comparison.
| Year | FTSL | HDEF |
|---|---|---|
| 2026 | 2.63% | 2.72% |
| 2025 | 6.59% | 3.88% |
| 2024 | 7.56% | 4.53% |
| 2023 | 7.59% | 4.38% |
| 2022 | 4.77% | 5.41% |
| 2021 | 3.17% | 4.76% |
| 2020 | 3.48% | 3.93% |
| 2019 | 4.44% | 4.20% |
| 2018 | 4.29% | 3.55% |
| 2017 | 3.64% | 3.38% |
| 2016 | 3.70% | 9.52% |
| 2015 | 3.95% | 1.87% |
| 2014 | 3.75% | 0.00% |
| 2013 | 2.64% | 0.00% |
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