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FTSL vs SLQD

Comparison between FIRST TRUST SENIOR LOAN FUND (FTSL, ETF) and ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF (SLQD, ETF).

5-Year PerformanceFTSL has outperformed SLQD, delivering a return of +5.0% compared to +2.5%

FTSL vs SLQD - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
FTSL
$2.30B
SLQD
$2.30B
Expense Ratio
FTSL
0.70%
Winner
SLQD
0.06%
Max Drawdown
FTSL
26.38%
Winner
SLQD
12.69%
Sharpe Ratio
FTSL
0.35
Winner
SLQD
0.37
5Y Beta
FTSL
0.09
Winner
SLQD
0.03
5Y Dividends CAGR
FTSL
14.01%
Winner
SLQD
15.87%

FTSL vs SLQD - Historical Returns

Returns include dividend reinvestment.

1M
FTSL
-0.17%
Winner
SLQD
-0.02%
3M
Winner
FTSL
+1.38%
SLQD
+0.13%
6M
FTSL
+0.70%
Winner
SLQD
+1.33%
1Y
FTSL
+4.30%
Winner
SLQD
+4.47%
5Y(CAGR)
Winner
FTSL
+4.96%
SLQD
+2.50%
10Y(CAGR)
Winner
FTSL
+4.41%
SLQD
+2.64%
Max(CAGR)
Winner
FTSL
+3.98%
SLQD
+2.51%

FTSL vs SLQD - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

YearFTSLSLQD
2026+0.42%+0.80%
2025+6.00%+6.23%
2024+8.32%+5.15%
2023+10.96%+5.87%
2022-2.44%-4.27%
2021+4.05%-0.53%
2020+2.82%+4.70%
2019+10.16%+6.05%
2018-1.40%+1.15%
2017+2.64%+2.17%
2016+7.28%+1.81%
2015+0.16%+1.23%
2014+1.32%+1.65%
2013+1.79%+0.49%

FTSL vs SLQD Drawdown Comparison

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

The maximum drawdown for SLQD was -12.69%, occurring on Mar 19, 2020. Recovery took 53 trading sessions.

The current FTSL drawdown is -0.17%. The current SLQD drawdown is -0.14%.

RankFTSLSLQD
#1-22.67%
Jan 29, 2020 - Nov 9, 2020
-12.69%
Mar 4, 2020 - May 19, 2020
#2-6.96%
Jan 24, 2022 - Feb 1, 2023
-7.63%
Aug 2, 2021 - Dec 20, 2023
#3-4.61%
Oct 22, 2018 - Feb 20, 2019
-1.52%
Aug 24, 2016 - Apr 11, 2017
#4-4.29%
Jul 21, 2015 - Apr 21, 2016
-1.16%
Sep 8, 2017 - Aug 13, 2018
#5-2.66%
Mar 25, 2025 - Apr 28, 2025
-1.06%
Feb 27, 2026 - May 28, 2026
#6-2.54%
Dec 2, 2014 - Feb 5, 2015
-1.05%
Oct 27, 2015 - Mar 16, 2016
#7-2.33%
Jan 16, 2026 - May 5, 2026
-0.96%
Apr 15, 2015 - Oct 14, 2015
#8-2.06%
Jul 28, 2014 - Nov 24, 2014
-0.92%
Apr 3, 2025 - Apr 25, 2025
#9-1.83%
May 31, 2013 - Oct 22, 2013
-0.87%
Dec 31, 2020 - May 25, 2021
#10-1.54%
Feb 7, 2023 - Apr 3, 2023
-0.82%
Sep 27, 2024 - Dec 6, 2024
#11-1.21%
Sep 17, 2019 - Nov 11, 2019
-0.77%
Jan 30, 2015 - Mar 18, 2015
#12-1.09%
Jul 31, 2024 - Aug 19, 2024
-0.77%
Oct 15, 2014 - Jan 9, 2015
#13-0.98%
Jun 9, 2016 - Jul 8, 2016
-0.76%
Mar 27, 2024 - May 3, 2024
#14-0.97%
Jul 30, 2019 - Sep 10, 2019
-0.74%
Sep 4, 2019 - Oct 1, 2019
#15-0.93%
Oct 24, 2016 - Dec 7, 2016
-0.67%
Aug 19, 2014 - Oct 8, 2014

Correlation

Correlation between FTSL and SLQD 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 SLQD dividend yield comparison.

YearFTSLSLQD
20262.64%1.82%
20256.59%4.15%
20247.56%3.71%
20237.59%2.99%
20224.77%2.00%
20213.17%1.67%
20203.48%2.34%
20194.44%2.89%
20184.29%2.55%
20173.64%1.98%
20163.70%1.81%
20153.95%1.43%
20143.75%1.23%
20132.64%0.23%

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