FTSL vs PSI
Comparison between FIRST TRUST SENIOR LOAN FUND (FTSL, ETF) and INVESCO SEMICONDUCTORS ETF (PSI, ETF).
5-Year PerformancePSI has outperformed FTSL, delivering a return of +28.0% compared to +5.2%
FTSL vs PSI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FTSL
$2.30B
PSI
$2.30B
Expense Ratio
FTSL
0.70%
Winner
PSI
0.56%
Max Drawdown
Winner
FTSL
26.38%
PSI
62.96%
Sharpe Ratio
FTSL
0.09
Winner
PSI
2.01
5Y Beta
Winner
FTSL
0.09
PSI
2.13
P/E Ratio
FTSL
N/A
PSI
77.45
Forward P/E
FTSL
N/A
PSI
25.07
PEG Ratio
FTSL
N/A
PSI
0.34
5Y Dividends CAGR
Winner
FTSL
13.68%
PSI
0.27%
5Y EPS CAGR
FTSL
N/A
PSI
21.54%
Debt to Equity
FTSL
N/A
PSI
28.43%
P/S Ratio
FTSL
N/A
PSI
6.85
P/B Ratio
FTSL
N/A
PSI
7.03
FTSL vs PSI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FTSL
+0.76%
PSI
+0.05%
3M
FTSL
+0.84%
Winner
PSI
+3.68%
6M
FTSL
+2.15%
Winner
PSI
+51.16%
1Y
FTSL
+4.02%
Winner
PSI
+148.03%
5Y(CAGR)
FTSL
+5.19%
Winner
PSI
+28.03%
10Y(CAGR)
FTSL
+4.42%
Winner
PSI
+31.36%
Max(CAGR)
FTSL
+4.01%
Winner
PSI
+17.93%
FTSL vs PSI - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | FTSL | PSI |
|---|---|---|
| 2026 | +1.43% | +79.12% |
| 2025 | +6.00% | +34.65% |
| 2024 | +8.32% | +21.57% |
| 2023 | +10.96% | +50.33% |
| 2022 | -2.44% | -35.45% |
| 2021 | +4.05% | +46.54% |
| 2020 | +2.82% | +54.02% |
| 2019 | +10.16% | +51.03% |
| 2018 | -1.40% | -13.83% |
| 2017 | +2.64% | +39.50% |
| 2016 | +7.28% | +46.98% |
| 2015 | +0.16% | -0.43% |
| 2014 | +1.32% | +39.60% |
| 2013 | +1.79% | +27.40% |
| 2012 | N/A | +3.29% |
| 2011 | N/A | -15.35% |
| 2010 | N/A | +18.74% |
| 2009 | N/A | +41.76% |
| 2008 | N/A | -44.60% |
| 2007 | N/A | +0.35% |
| 2006 | N/A | +1.95% |
| 2005 | N/A | +9.75% |
FTSL vs PSI Drawdown Comparison
The maximum drawdown for FTSL was -22.67%, occurring on Mar 23, 2020. Recovery took 198 trading sessions.
The maximum drawdown for PSI was -62.96%, occurring on Nov 20, 2008. Recovery took 1970 trading sessions.
The current PSI drawdown is -20.98%.
| Rank | FTSL | PSI |
|---|---|---|
| #1 | -22.67% Jan 29, 2020 - Nov 9, 2020 | -62.96% May 4, 2006 - Mar 4, 2014 |
| #2 | -6.96% Jan 24, 2022 - Feb 1, 2023 | -44.85% Jan 3, 2022 - Jan 24, 2024 |
| #3 | -4.61% Oct 22, 2018 - Feb 20, 2019 | -41.07% Jul 16, 2024 - Sep 11, 2025 |
| #4 | -4.29% Jul 21, 2015 - Apr 21, 2016 | -36.59% Feb 19, 2020 - Jun 5, 2020 |
| #5 | -2.66% Mar 25, 2025 - Apr 28, 2025 | -35.74% Jun 30, 2026 - Jul 29, 2026 |
| #6 | -2.54% Dec 2, 2014 - Feb 5, 2015 | -27.97% Jun 6, 2018 - Apr 16, 2019 |
| #7 | -2.33% Jan 16, 2026 - May 5, 2026 | -26.24% Jun 1, 2015 - Jul 26, 2016 |
| #8 | -2.06% Jul 28, 2014 - Nov 24, 2014 | -18.99% Apr 24, 2019 - Jul 24, 2019 |
| #9 | -1.83% May 31, 2013 - Oct 22, 2013 | -18.00% Sep 18, 2014 - Nov 24, 2014 |
| #10 | -1.54% Feb 7, 2023 - Apr 3, 2023 | -16.90% Feb 16, 2021 - Apr 5, 2021 |
| #11 | -1.21% Sep 17, 2019 - Nov 11, 2019 | -15.73% Apr 5, 2021 - Aug 3, 2021 |
| #12 | -1.09% Jul 31, 2024 - Aug 19, 2024 | -15.48% Feb 25, 2026 - Apr 8, 2026 |
| #13 | -0.98% Jun 9, 2016 - Jul 8, 2016 | -14.66% Sep 2, 2020 - Oct 12, 2020 |
| #14 | -0.97% Jul 30, 2019 - Sep 10, 2019 | -14.57% Jan 23, 2018 - Mar 9, 2018 |
| #15 | -0.93% Oct 24, 2016 - Dec 7, 2016 | -14.57% Mar 12, 2018 - Jun 6, 2018 |
Correlation
Correlation between FTSL and PSI is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2008 - 2026)
FTSL vs PSI dividend yield comparison.
| Year | FTSL | PSI |
|---|---|---|
| 2026 | 3.65% | 0.01% |
| 2025 | 6.59% | 0.10% |
| 2024 | 7.56% | 0.15% |
| 2023 | 7.59% | 0.40% |
| 2022 | 4.77% | 0.61% |
| 2021 | 3.17% | 0.14% |
| 2020 | 3.48% | 0.21% |
| 2019 | 4.44% | 0.52% |
| 2018 | 4.29% | 0.83% |
| 2017 | 3.64% | 0.21% |
| 2016 | 3.70% | 0.68% |
| 2015 | 3.95% | 0.16% |
| 2014 | 3.75% | 1.77% |
| 2013 | 2.64% | 0.57% |
| 2012 | 0.00% | 0.83% |
| 2011 | 0.00% | 0.24% |
| 2010 | 0.00% | 0.20% |
| 2009 | 0.00% | 0.43% |
| 2008 | 0.00% | 0.51% |
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