FTSM vs VCR

Comparison between FIRST TRUST ENHANCED SHORT MATURITY ETF (FTSM, ETF) and VANGUARD CONSUMER DISCRETIONARY INDEX FUND ETF SHARES (VCR, ETF).

5-Year PerformanceVCR has outperformed FTSM, delivering a return of +5.9% compared to +3.6%

FTSM vs VCR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FTSM(ETF)	VCR(ETF)
Net Assets	$6.50B	$6.60B
Expense Ratio	0.29%	0.09%
Max Drawdown	5.39%	62.72%
Sharpe Ratio	0.15	0.37
5Y Beta	0.00	1.18
P/E Ratio	N/A	29.89
Forward P/E	N/A	24.77
5Y Dividends CAGR	47.57%	-3.62%
5Y EPS CAGR	N/A	18.64%
Debt to Equity	N/A	-157.47%
P/S Ratio	N/A	1.76
P/B Ratio	N/A	5.55

Net Assets

FTSM

$6.50B

Winner

VCR

$6.60B

Expense Ratio

FTSM

0.29%

Winner

VCR

0.09%

Max Drawdown

Winner

FTSM

5.39%

VCR

62.72%

Sharpe Ratio

FTSM

0.15

Winner

VCR

0.37

5Y Beta

Winner

FTSM

0.00

VCR

1.18

P/E Ratio

FTSM

N/A

VCR

29.89

Forward P/E

FTSM

N/A

VCR

24.77

5Y Dividends CAGR

Winner

FTSM

47.57%

VCR

-3.62%

5Y EPS CAGR

FTSM

N/A

VCR

18.64%

Debt to Equity

FTSM

N/A

VCR

-157.47%

P/S Ratio

FTSM

N/A

VCR

1.76

P/B Ratio

FTSM

N/A

VCR

5.55

FTSM vs VCR - Historical Returns

Returns include dividend reinvestment.

Period	FTSM	VCR
1 month	+0.37%	+1.79%
3 months	+0.98%	+1.56%
6 months	+1.70%	+3.64%
1 year	+3.96%	+9.30%
5 years(CAGR)	+3.60%	+5.89%
10 years(CAGR)	+2.59%	+13.51%
Max(CAGR)	+2.24%	+11.12%

FTSM

+0.37%

Winner

VCR

+1.79%

FTSM

+0.98%

Winner

VCR

+1.56%

FTSM

+1.70%

Winner

VCR

+3.64%

FTSM

+3.96%

Winner

VCR

+9.30%

5Y(CAGR)

FTSM

+3.60%

Winner

VCR

+5.89%

10Y(CAGR)

FTSM

+2.59%

Winner

VCR

+13.51%

Max(CAGR)

FTSM

+2.24%

Winner

VCR

+11.12%

FTSM vs VCR - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	FTSM	VCR
2026	+2.11%	+3.30%
2025	+4.60%	+6.83%
2024	+5.20%	+25.49%
2023	+5.12%	+41.16%
2022	+1.04%	-36.56%
2021	-0.03%	+26.48%
2020	+1.12%	+46.60%
2019	+2.81%	+26.51%
2018	+1.92%	-3.60%
2017	+1.62%	+22.26%
2016	+1.18%	+8.62%
2015	+0.22%	+7.15%
2014	-0.11%	+10.05%
2013	N/A	+40.65%
2012	N/A	+23.48%
2011	N/A	+2.42%
2010	N/A	+29.54%
2009	N/A	+40.62%
2008	N/A	-36.57%
2007	N/A	-11.96%
2006	N/A	+15.78%
2005	N/A	-3.23%
2004	N/A	+14.42%

FTSM vs VCR Drawdown Comparison

The maximum drawdown for FTSM was -4.12%, occurring on Mar 20, 2020. Recovery took 67 trading sessions.

The maximum drawdown for VCR was -61.53%, occurring on Nov 20, 2008. Recovery took 928 trading sessions.

The current VCR drawdown is -1.97%.

Rank	FTSM	VCR
#1	-4.12% Mar 3, 2020 - Jun 8, 2020	-61.53% Jun 4, 2007 - Feb 7, 2011
#2	-1.80% Aug 31, 2015 - May 10, 2017	-39.20% Nov 19, 2021 - Nov 6, 2024
#3	-0.65% Oct 4, 2021 - Nov 2, 2022	-37.68% Feb 20, 2020 - Jun 8, 2020
#4	-0.35% May 21, 2015 - Aug 31, 2015	-27.35% Dec 17, 2024 - Sep 15, 2025
#5	-0.30% Oct 21, 2014 - Jan 30, 2015	-22.61% Sep 4, 2018 - Apr 16, 2019
#6	-0.20% Sep 5, 2014 - Oct 16, 2014	-20.49% Jul 7, 2011 - Feb 3, 2012
#7	-0.15% Apr 3, 2025 - Apr 17, 2025	-16.70% Nov 3, 2015 - Jul 12, 2016
#8	-0.15% Mar 16, 2015 - Apr 20, 2015	-15.58% Jan 9, 2026 - Mar 30, 2026
#9	-0.13% Jan 30, 2015 - Mar 2, 2015	-12.46% Jul 28, 2005 - May 9, 2006
#10	-0.12% Feb 27, 2026 - Mar 30, 2026	-11.77% Mar 5, 2004 - Nov 2, 2004
#11	-0.12% Nov 23, 2018 - Dec 24, 2018	-11.33% Dec 30, 2004 - Jul 19, 2005
#12	-0.12% Jun 10, 2020 - Jun 22, 2020	-11.18% Jul 31, 2015 - Nov 3, 2015
#13	-0.12% Jul 6, 2020 - Jul 20, 2020	-11.01% May 9, 2006 - Oct 4, 2006
#14	-0.10% Mar 20, 2023 - Mar 23, 2023	-10.07% May 2, 2012 - Sep 6, 2012
#15	-0.10% Aug 7, 2014 - Aug 15, 2014	-9.71% Jan 26, 2018 - Jun 6, 2018

Correlation

Correlation between FTSM and VCR is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (2004 - 2026)

FTSM vs VCR dividend yield comparison.

Year	FTSM	VCR
2026	2.37%	0.35%
2025	4.28%	0.74%
2024	4.91%	0.74%
2023	4.62%	0.84%
2022	1.62%	0.98%
2021	0.39%	0.79%
2020	1.20%	1.71%
2019	2.38%	1.17%
2018	2.14%	1.37%
2017	1.49%	1.21%
2016	1.03%	1.60%
2015	0.48%	1.32%
2014	0.16%	1.23%
2013	0.00%	0.84%
2012	0.00%	1.52%
2011	0.00%	1.38%
2010	0.00%	0.99%
2009	0.00%	0.93%
2008	0.00%	2.44%
2007	0.00%	0.86%
2006	0.00%	0.77%
2005	0.00%	0.59%
2004	0.00%	0.63%