FTSL vs VTEC
Comparison between FIRST TRUST SENIOR LOAN FUND (FTSL, ETF) and VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF ETF SHARES (VTEC, ETF).
FTSL vs VTEC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FTSL
$2.20B
VTEC
$2.20B
Expense Ratio
FTSL
0.70%
Winner
VTEC
0.06%
Max Drawdown
FTSL
26.38%
Winner
VTEC
5.70%
Sharpe Ratio
Winner
FTSL
0.86
VTEC
0.86
5Y Beta
FTSL
0.10
Winner
VTEC
0.04
5Y Dividends CAGR
FTSL
13.76%
VTEC
N/A
FTSL vs VTEC - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FTSL
+0.99%
VTEC
+0.29%
3M
Winner
FTSL
+1.15%
VTEC
-0.55%
6M
Winner
FTSL
+1.73%
VTEC
+1.13%
1Y
FTSL
+5.52%
Winner
VTEC
+6.28%
5Y(CAGR)
FTSL
+5.14%
VTEC
N/A
10Y(CAGR)
FTSL
+4.50%
VTEC
N/A
Max(CAGR)
Winner
FTSL
+4.02%
VTEC
+2.60%
FTSL vs VTEC - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | FTSL | VTEC |
|---|---|---|
| 2026 | +0.59% | +0.48% |
| 2025 | +6.00% | +3.86% |
| 2024 | +8.32% | +1.42% |
| 2023 | +10.96% | N/A |
| 2022 | -2.44% | N/A |
| 2021 | +4.05% | N/A |
| 2020 | +2.82% | N/A |
| 2019 | +10.16% | N/A |
| 2018 | -1.40% | N/A |
| 2017 | +2.64% | N/A |
| 2016 | +7.28% | N/A |
| 2015 | +0.16% | N/A |
| 2014 | +1.32% | N/A |
| 2013 | +1.79% | N/A |
FTSL vs VTEC Drawdown Comparison
The maximum drawdown for FTSL was -22.67%, occurring on Mar 23, 2020. Recovery took 198 trading sessions.
The maximum drawdown for VTEC was -4.50%, occurring on Apr 8, 2025. Recovery took 190 trading sessions.
The current VTEC drawdown is -1.28%.
| Rank | FTSL | VTEC |
|---|---|---|
| #1 | -22.67% Jan 29, 2020 - Nov 9, 2020 | -4.50% Dec 2, 2024 - Sep 8, 2025 |
| #2 | -6.96% Jan 24, 2022 - Feb 1, 2023 | -2.85% Feb 27, 2026 - Mar 27, 2026 |
| #3 | -4.61% Oct 22, 2018 - Feb 20, 2019 | -2.43% Feb 1, 2024 - Aug 1, 2024 |
| #4 | -4.29% Jul 21, 2015 - Apr 21, 2016 | -2.13% Oct 1, 2024 - Dec 2, 2024 |
| #5 | -2.66% Mar 25, 2025 - Apr 28, 2025 | -0.79% Aug 6, 2024 - Sep 5, 2024 |
| #6 | -2.54% Dec 2, 2014 - Feb 5, 2015 | -0.47% Sep 17, 2025 - Oct 10, 2025 |
| #7 | -2.33% Jan 16, 2026 - May 5, 2026 | -0.44% Nov 26, 2025 - Dec 24, 2025 |
| #8 | -2.06% Jul 28, 2014 - Nov 24, 2014 | -0.42% Nov 11, 2025 - Nov 26, 2025 |
| #9 | -1.83% May 31, 2013 - Oct 22, 2013 | -0.34% Oct 29, 2025 - Nov 11, 2025 |
| #10 | -1.54% Feb 7, 2023 - Apr 3, 2023 | -0.31% Jan 14, 2026 - Jan 30, 2026 |
| #11 | -1.21% Sep 17, 2019 - Nov 11, 2019 | -0.16% Sep 27, 2024 - Oct 1, 2024 |
| #12 | -1.09% Jul 31, 2024 - Aug 19, 2024 | -0.12% Sep 10, 2024 - Sep 13, 2024 |
| #13 | -0.98% Jun 9, 2016 - Jul 8, 2016 | -0.11% Sep 17, 2024 - Sep 26, 2024 |
| #14 | -0.97% Jul 30, 2019 - Sep 10, 2019 | -0.10% Sep 8, 2025 - Sep 10, 2025 |
| #15 | -0.93% Oct 24, 2016 - Dec 7, 2016 | -0.09% Sep 11, 2025 - Sep 15, 2025 |
Correlation
Correlation between FTSL and VTEC is 0.77 which considered as a strong positive correlation - the stocks tend to move together.
0.77
-101
Dividend Comparison (2013 - 2026)
FTSL vs VTEC dividend yield comparison.
| Year | FTSL | VTEC |
|---|---|---|
| 2026 | 2.10% | 1.03% |
| 2025 | 6.59% | 3.13% |
| 2024 | 7.56% | 2.54% |
| 2023 | 7.59% | 0.00% |
| 2022 | 4.77% | 0.00% |
| 2021 | 3.17% | 0.00% |
| 2020 | 3.48% | 0.00% |
| 2019 | 4.44% | 0.00% |
| 2018 | 4.29% | 0.00% |
| 2017 | 3.64% | 0.00% |
| 2016 | 3.70% | 0.00% |
| 2015 | 3.95% | 0.00% |
| 2014 | 3.75% | 0.00% |
| 2013 | 2.64% | 0.00% |
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