FTSL vs PWB
Comparison between FIRST TRUST SENIOR LOAN FUND (FTSL, ETF) and INVESCO LARGE CAP GROWTH ETF (PWB, ETF).
5-Year PerformancePWB has outperformed FTSL, delivering a return of +15.8% compared to +5.2%
FTSL vs PWB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
FTSL vs PWB - Historical Returns
Returns include dividend reinvestment.
FTSL vs PWB - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | FTSL | PWB |
|---|---|---|
| 2026 | +1.41% | +23.51% |
| 2025 | +6.00% | +24.92% |
| 2024 | +8.32% | +33.11% |
| 2023 | +10.96% | +32.25% |
| 2022 | -2.44% | -25.87% |
| 2021 | +4.05% | +20.63% |
| 2020 | +2.82% | +31.03% |
| 2019 | +10.16% | +24.71% |
| 2018 | -1.40% | +0.24% |
| 2017 | +2.64% | +29.93% |
| 2016 | +7.28% | +5.00% |
| 2015 | +0.16% | +7.96% |
| 2014 | +1.32% | +14.05% |
| 2013 | +1.79% | +33.83% |
| 2012 | N/A | +17.97% |
| 2011 | N/A | -0.70% |
| 2010 | N/A | +12.60% |
| 2009 | N/A | +30.14% |
| 2008 | N/A | -41.42% |
| 2007 | N/A | +12.42% |
| 2006 | N/A | +3.53% |
| 2005 | N/A | +6.67% |
FTSL vs PWB Drawdown Comparison
The maximum drawdown for FTSL was -22.67%, occurring on Mar 23, 2020. Recovery took 198 trading sessions.
The maximum drawdown for PWB was -52.58%, occurring on Mar 9, 2009. Recovery took 1121 trading sessions.
The current PWB drawdown is -5.59%.
| Rank | FTSL | PWB |
|---|---|---|
| #1 | -22.67% Jan 29, 2020 - Nov 9, 2020 | -52.58% Oct 12, 2007 - Mar 26, 2012 |
| #2 | -6.96% Jan 24, 2022 - Feb 1, 2023 | -32.36% Feb 19, 2020 - Jul 2, 2020 |
| #3 | -4.61% Oct 22, 2018 - Feb 20, 2019 | -31.41% Dec 27, 2021 - Jan 24, 2024 |
| #4 | -4.29% Jul 21, 2015 - Apr 21, 2016 | -22.10% Feb 18, 2025 - Jun 2, 2025 |
| #5 | -2.66% Mar 25, 2025 - Apr 28, 2025 | -20.50% Oct 1, 2018 - Apr 5, 2019 |
| #6 | -2.54% Dec 2, 2014 - Feb 5, 2015 | -13.94% Jul 20, 2015 - Jul 8, 2016 |
| #7 | -2.33% Jan 16, 2026 - May 5, 2026 | -13.73% Jun 22, 2026 - Jul 29, 2026 |
| #8 | -2.06% Jul 28, 2014 - Nov 24, 2014 | -13.46% Feb 12, 2021 - Apr 15, 2021 |
| #9 | -1.83% May 31, 2013 - Oct 22, 2013 | -12.18% Apr 6, 2006 - Dec 11, 2006 |
| #10 | -1.54% Feb 7, 2023 - Apr 3, 2023 | -12.11% Jan 29, 2026 - Apr 13, 2026 |
| #11 | -1.21% Sep 17, 2019 - Nov 11, 2019 | -10.04% Jul 16, 2024 - Sep 19, 2024 |
| #12 | -1.09% Jul 31, 2024 - Aug 19, 2024 | -9.98% Jan 26, 2018 - May 21, 2018 |
| #13 | -0.98% Jun 9, 2016 - Jul 8, 2016 | -9.63% Sep 2, 2020 - Nov 5, 2020 |
| #14 | -0.97% Jul 30, 2019 - Sep 10, 2019 | -9.53% May 2, 2012 - Sep 6, 2012 |
| #15 | -0.93% Oct 24, 2016 - Dec 7, 2016 | -9.16% Jul 17, 2007 - Sep 21, 2007 |
Correlation
Correlation between FTSL and PWB is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2005 - 2026)
FTSL vs PWB dividend yield comparison.
| Year | FTSL | PWB |
|---|---|---|
| 2026 | 3.65% | 0.00% |
| 2025 | 6.59% | 0.00% |
| 2024 | 7.56% | 0.08% |
| 2023 | 7.59% | 0.37% |
| 2022 | 4.77% | 0.31% |
| 2021 | 3.17% | 0.04% |
| 2020 | 3.48% | 0.21% |
| 2019 | 4.44% | 0.58% |
| 2018 | 4.29% | 0.97% |
| 2017 | 3.64% | 0.54% |
| 2016 | 3.70% | 0.82% |
| 2015 | 3.95% | 0.67% |
| 2014 | 3.75% | 0.43% |
| 2013 | 2.64% | 0.42% |
| 2012 | 0.00% | 1.12% |
| 2011 | 0.00% | 0.89% |
| 2010 | 0.00% | 0.64% |
| 2009 | 0.00% | 0.60% |
| 2008 | 0.00% | 0.71% |
| 2007 | 0.00% | 0.19% |
| 2006 | 0.00% | 0.12% |
| 2005 | 0.00% | 0.02% |
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