FTSL vs PFXF
Comparison between FIRST TRUST SENIOR LOAN FUND (FTSL, ETF) and VANECK PREFERRED SECURITIES EX FINANCIALS ETF (PFXF, ETF).
5-Year PerformanceFTSL has outperformed PFXF, delivering a return of +5.1% compared to +4.6%
FTSL vs PFXF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FTSL
$2.20B
PFXF
$2.20B
Expense Ratio
FTSL
0.70%
Winner
PFXF
0.40%
Max Drawdown
Winner
FTSL
26.38%
PFXF
37.25%
Sharpe Ratio
FTSL
0.86
Winner
PFXF
1.84
5Y Beta
Winner
FTSL
0.10
PFXF
0.39
5Y Dividends CAGR
Winner
FTSL
13.76%
PFXF
5.74%
FTSL vs PFXF - Historical Returns
Returns include dividend reinvestment.
1M
FTSL
+0.99%
Winner
PFXF
+6.19%
3M
FTSL
+1.15%
Winner
PFXF
+4.53%
6M
FTSL
+1.73%
Winner
PFXF
+11.36%
1Y
FTSL
+5.52%
Winner
PFXF
+21.31%
5Y(CAGR)
Winner
FTSL
+5.14%
PFXF
+4.62%
10Y(CAGR)
FTSL
+4.50%
Winner
PFXF
+5.58%
Max(CAGR)
FTSL
+4.02%
Winner
PFXF
+5.78%
FTSL vs PFXF - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | FTSL | PFXF |
|---|---|---|
| 2026 | +0.59% | +7.21% |
| 2025 | +6.00% | +8.88% |
| 2024 | +8.32% | +8.29% |
| 2023 | +10.96% | +10.52% |
| 2022 | -2.44% | -18.62% |
| 2021 | +4.05% | +12.47% |
| 2020 | +2.82% | +7.34% |
| 2019 | +10.16% | +19.71% |
| 2018 | -1.40% | -3.18% |
| 2017 | +2.64% | +7.69% |
| 2016 | +7.28% | +5.79% |
| 2015 | +0.16% | -2.03% |
| 2014 | +1.32% | +15.44% |
| 2013 | +1.79% | -2.29% |
| 2012 | N/A | +4.44% |
FTSL vs PFXF Drawdown Comparison
The maximum drawdown for FTSL was -22.67%, occurring on Mar 23, 2020. Recovery took 198 trading sessions.
The maximum drawdown for PFXF was -35.50%, occurring on Mar 18, 2020. Recovery took 193 trading sessions.
| Rank | FTSL | PFXF |
|---|---|---|
| #1 | -22.67% Jan 29, 2020 - Nov 9, 2020 | -35.50% Feb 5, 2020 - Nov 9, 2020 |
| #2 | -6.96% Jan 24, 2022 - Feb 1, 2023 | -21.80% Dec 31, 2021 - Sep 17, 2024 |
| #3 | -4.61% Oct 22, 2018 - Feb 20, 2019 | -11.89% Oct 16, 2024 - Jul 3, 2025 |
| #4 | -4.29% Jul 21, 2015 - Apr 21, 2016 | -10.73% Aug 29, 2018 - Feb 22, 2019 |
| #5 | -2.66% Mar 25, 2025 - Apr 28, 2025 | -9.71% May 21, 2013 - Feb 28, 2014 |
| #6 | -2.54% Dec 2, 2014 - Feb 5, 2015 | -8.39% Jul 29, 2016 - May 2, 2017 |
| #7 | -2.33% Jan 16, 2026 - May 5, 2026 | -8.08% May 18, 2015 - Mar 17, 2016 |
| #8 | -2.06% Jul 28, 2014 - Nov 24, 2014 | -5.83% Feb 25, 2026 - Apr 16, 2026 |
| #9 | -1.83% May 31, 2013 - Oct 22, 2013 | -5.05% Dec 11, 2017 - Jun 11, 2018 |
| #10 | -1.54% Feb 7, 2023 - Apr 3, 2023 | -4.93% Oct 27, 2025 - Dec 18, 2025 |
| #11 | -1.21% Sep 17, 2019 - Nov 11, 2019 | -3.70% Oct 18, 2012 - Dec 31, 2012 |
| #12 | -1.09% Jul 31, 2024 - Aug 19, 2024 | -3.04% Jan 20, 2021 - Mar 12, 2021 |
| #13 | -0.98% Jun 9, 2016 - Jul 8, 2016 | -3.03% Nov 5, 2021 - Dec 17, 2021 |
| #14 | -0.97% Jul 30, 2019 - Sep 10, 2019 | -2.72% Jul 28, 2014 - Aug 20, 2014 |
| #15 | -0.93% Oct 24, 2016 - Dec 7, 2016 | -2.70% Sep 2, 2021 - Oct 20, 2021 |
Correlation
Correlation between FTSL and PFXF is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2012 - 2026)
FTSL vs PFXF dividend yield comparison.
| Year | FTSL | PFXF |
|---|---|---|
| 2026 | 2.10% | 1.73% |
| 2025 | 6.59% | 6.72% |
| 2024 | 7.56% | 7.82% |
| 2023 | 7.59% | 7.88% |
| 2022 | 4.77% | 6.74% |
| 2021 | 3.17% | 4.66% |
| 2020 | 3.48% | 5.19% |
| 2019 | 4.44% | 5.35% |
| 2018 | 4.29% | 6.56% |
| 2017 | 3.64% | 5.93% |
| 2016 | 3.70% | 5.81% |
| 2015 | 3.95% | 5.99% |
| 2014 | 3.75% | 5.91% |
| 2013 | 2.64% | 6.51% |
| 2012 | 0.00% | 2.56% |
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