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FTSL vs TAN

Comparison between FIRST TRUST SENIOR LOAN FUND (FTSL, ETF) and INVESCO SOLAR ETF (TAN, ETF).

5-Year PerformanceFTSL has outperformed TAN, delivering a return of +5.0% compared to -4.1%

FTSL vs TAN - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
FTSL
$2.30B
TAN
$2.30B
Expense Ratio
FTSL
0.70%
TAN
0.70%
Max Drawdown
Winner
FTSL
26.38%
TAN
95.67%
Sharpe Ratio
FTSL
0.35
Winner
TAN
1.79
5Y Beta
Winner
FTSL
0.09
TAN
0.99
P/E Ratio
FTSL
N/A
TAN
104.11
Forward P/E
FTSL
N/A
TAN
24.22
PEG Ratio
FTSL
N/A
TAN
0.66
5Y Dividends CAGR
Winner
FTSL
14.01%
TAN
-5.57%
Debt to Equity
FTSL
N/A
TAN
56.63%
P/S Ratio
FTSL
N/A
TAN
0.40
P/B Ratio
FTSL
N/A
TAN
2.23

FTSL vs TAN - Historical Returns

Returns include dividend reinvestment.

1M
Winner
FTSL
-0.17%
TAN
-0.18%
3M
FTSL
+1.38%
Winner
TAN
+14.29%
6M
FTSL
+0.70%
Winner
TAN
+30.25%
1Y
FTSL
+4.30%
Winner
TAN
+83.04%
5Y(CAGR)
Winner
FTSL
+4.96%
TAN
-4.09%
10Y(CAGR)
FTSL
+4.41%
Winner
TAN
+11.99%
Max(CAGR)
Winner
FTSL
+3.98%
TAN
-6.04%

FTSL vs TAN - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

YearFTSLTAN
2026+0.42%+19.83%
2025+6.00%+41.43%
2024+8.32%-36.09%
2023+10.96%-26.01%
2022-2.44%-7.07%
2021+4.05%-26.67%
2020+2.82%+222.03%
2019+10.16%+64.40%
2018-1.40%-27.28%
2017+2.64%+50.84%
2016+7.28%-43.47%
2015+0.16%-8.44%
2014+1.32%-8.24%
2013+1.79%+117.08%
2012N/A-35.20%
2011N/A-63.84%
2010N/A-30.79%
2009N/A+10.57%
2008N/A-66.18%

FTSL vs TAN Drawdown Comparison

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

The maximum drawdown for TAN was -95.29%, occurring on Nov 20, 2012. This drawdown has not yet recovered.

The current FTSL drawdown is -0.17%. The current TAN drawdown is -71.58%.

RankFTSLTAN
#1-22.67%
Jan 29, 2020 - Nov 9, 2020
-95.29%
May 16, 2008 - Nov 20, 2012
#2-6.96%
Jan 24, 2022 - Feb 1, 2023
-6.53%
Apr 16, 2008 - May 13, 2008
#3-4.61%
Oct 22, 2018 - Feb 20, 2019
-0.10%
May 14, 2008 - May 16, 2008
#4-4.29%
Jul 21, 2015 - Apr 21, 2016
N/A
#5-2.66%
Mar 25, 2025 - Apr 28, 2025
N/A
#6-2.54%
Dec 2, 2014 - Feb 5, 2015
N/A
#7-2.33%
Jan 16, 2026 - May 5, 2026
N/A
#8-2.06%
Jul 28, 2014 - Nov 24, 2014
N/A
#9-1.83%
May 31, 2013 - Oct 22, 2013
N/A
#10-1.54%
Feb 7, 2023 - Apr 3, 2023
N/A
#11-1.21%
Sep 17, 2019 - Nov 11, 2019
N/A
#12-1.09%
Jul 31, 2024 - Aug 19, 2024
N/A
#13-0.98%
Jun 9, 2016 - Jul 8, 2016
N/A
#14-0.97%
Jul 30, 2019 - Sep 10, 2019
N/A
#15-0.93%
Oct 24, 2016 - Dec 7, 2016
N/A

Correlation

Correlation between FTSL and TAN is 0.41 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.41
-101

Dividend Comparison (2008 - 2026)

FTSL vs TAN dividend yield comparison.

YearFTSLTAN
20262.64%0.00%
20256.59%0.00%
20247.56%0.50%
20237.59%0.09%
20224.77%0.00%
20213.17%0.00%
20203.48%0.09%
20194.44%0.30%
20184.29%0.69%
20173.64%1.77%
20163.70%5.04%
20153.95%1.60%
20143.75%1.88%
20132.64%1.28%
20120.00%9.10%
20110.00%8.54%
20100.00%0.40%
20080.00%0.14%

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