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FTSL vs NUGO

Comparison between FIRST TRUST SENIOR LOAN FUND (FTSL, ETF) and NUVEEN GROWTH OPPORTUNITIES ETF (NUGO, ETF).

5-Year PerformanceNUGO has outperformed FTSL, delivering a return of +13.3% compared to +5.2%

FTSL vs NUGO - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
FTSL
$2.30B
Winner
NUGO
$2.40B
Expense Ratio
FTSL
0.70%
Winner
NUGO
0.50%
Max Drawdown
Winner
FTSL
26.38%
NUGO
38.01%
Sharpe Ratio
FTSL
0.09
Winner
NUGO
0.71
5Y Beta
Winner
FTSL
0.09
NUGO
1.27
P/E Ratio
FTSL
N/A
NUGO
34.92
Forward P/E
FTSL
N/A
NUGO
26.69
PEG Ratio
FTSL
N/A
NUGO
0.10
5Y Dividends CAGR
FTSL
13.68%
NUGO
N/A
5Y EPS CAGR
FTSL
N/A
NUGO
39.98%
Debt to Equity
FTSL
N/A
NUGO
39.24%
P/S Ratio
FTSL
N/A
NUGO
10.08
P/B Ratio
FTSL
N/A
NUGO
13.28

FTSL vs NUGO - Historical Returns

Returns include dividend reinvestment.

1M
FTSL
+0.76%
Winner
NUGO
+4.07%
3M
FTSL
+0.84%
Winner
NUGO
+4.75%
6M
FTSL
+2.15%
Winner
NUGO
+15.99%
1Y
FTSL
+4.02%
Winner
NUGO
+17.81%
5Y(CAGR)
FTSL
+5.19%
Winner
NUGO
+13.32%
10Y(CAGR)
FTSL
+4.42%
NUGO
N/A
Max(CAGR)
FTSL
+4.01%
Winner
NUGO
+13.32%

FTSL vs NUGO - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

YearFTSLNUGO
2026+1.43%+11.36%
2025+6.00%+14.52%
2024+8.32%+37.96%
2023+10.96%+46.20%
2022-2.44%-33.54%
2021+4.05%+7.78%
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 NUGO Drawdown Comparison

The maximum drawdown for FTSL was -22.67%, occurring on Mar 23, 2020. Recovery took 198 trading sessions.

The maximum drawdown for NUGO was -38.01%, occurring on Oct 14, 2022. Recovery took 545 trading sessions.

The current NUGO drawdown is -0.27%.

RankFTSLNUGO
#1-22.67%
Jan 29, 2020 - Nov 9, 2020
-38.01%
Nov 19, 2021 - Jan 24, 2024
#2-6.96%
Jan 24, 2022 - Feb 1, 2023
-25.12%
Dec 16, 2024 - Jul 3, 2025
#3-4.61%
Oct 22, 2018 - Feb 20, 2019
-17.54%
Oct 29, 2025 - May 6, 2026
#4-4.29%
Jul 21, 2015 - Apr 21, 2016
-14.99%
Jul 10, 2024 - Oct 21, 2024
#5-2.66%
Mar 25, 2025 - Apr 28, 2025
-9.87%
Jun 2, 2026 - Jul 29, 2026
#6-2.54%
Dec 2, 2014 - Feb 5, 2015
-7.37%
Mar 22, 2024 - May 15, 2024
#7-2.33%
Jan 16, 2026 - May 5, 2026
-3.73%
Oct 22, 2024 - Nov 6, 2024
#8-2.06%
Jul 28, 2014 - Nov 24, 2014
-3.59%
Feb 9, 2024 - Feb 22, 2024
#9-1.83%
May 31, 2013 - Oct 22, 2013
-3.39%
Oct 9, 2025 - Oct 24, 2025
#10-1.54%
Feb 7, 2023 - Apr 3, 2023
-3.23%
Aug 12, 2025 - Sep 8, 2025
#11-1.21%
Sep 17, 2019 - Nov 11, 2019
-3.08%
Nov 12, 2024 - Dec 2, 2024
#12-1.09%
Jul 31, 2024 - Aug 19, 2024
-3.07%
May 14, 2026 - May 28, 2026
#13-0.98%
Jun 9, 2016 - Jul 8, 2016
-2.95%
May 28, 2024 - Jun 5, 2024
#14-0.97%
Jul 30, 2019 - Sep 10, 2019
-2.73%
Jan 29, 2024 - Feb 2, 2024
#15-0.93%
Oct 24, 2016 - Dec 7, 2016
-2.66%
Jun 18, 2024 - Jul 3, 2024

Correlation

Correlation between FTSL and NUGO is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96
-101

Dividend Comparison (2013 - 2026)

FTSL vs NUGO dividend yield comparison.

YearFTSLNUGO
20263.65%0.00%
20256.59%0.00%
20247.56%0.00%
20237.59%0.19%
20224.77%0.26%
20213.17%0.00%
20203.48%0.00%
20194.44%0.00%
20184.29%0.00%
20173.64%0.00%
20163.70%0.00%
20153.95%0.00%
20143.75%0.00%
20132.64%0.00%

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