FXD vs FTF
Comparison between FIRST TRUST CONSUMER DISCRETIONARY ALPHADEX FUND (FXD, ETF) and Franklin Ltd Duration Income Trust (FTF, ETF).
5-Year PerformanceFXD has outperformed FTF, delivering a return of +3.7% compared to +2.1%
FXD vs FTF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
FXD vs FTF - Historical Returns
Returns include dividend reinvestment.
FXD vs FTF - Annual Returns (2003 - 2026)
Returns include dividend reinvestment.
| Year | FXD | FTF |
|---|---|---|
| 2026 | +1.05% | -1.07% |
| 2025 | +7.10% | +4.80% |
| 2024 | +11.64% | +17.84% |
| 2023 | +23.44% | +12.41% |
| 2022 | -21.71% | -22.54% |
| 2021 | +24.97% | +8.60% |
| 2020 | +12.64% | +9.26% |
| 2019 | +23.21% | +17.39% |
| 2018 | -12.65% | -14.85% |
| 2017 | +19.03% | +9.32% |
| 2016 | +6.77% | +20.34% |
| 2015 | -3.09% | -5.63% |
| 2014 | +12.15% | +0.29% |
| 2013 | +40.52% | -6.21% |
| 2012 | +15.09% | +17.68% |
| 2011 | -0.13% | +8.07% |
| 2010 | +30.59% | +18.35% |
| 2009 | +51.69% | +52.93% |
| 2008 | -41.59% | -20.82% |
| 2007 | -15.15% | -7.48% |
| 2006 | N/A | +17.38% |
| 2005 | N/A | -8.66% |
| 2004 | N/A | +8.08% |
| 2003 | N/A | -1.02% |
FXD vs FTF Drawdown Comparison
The maximum drawdown for FXD was -65.27%, occurring on Mar 9, 2009. Recovery took 903 trading sessions.
The maximum drawdown for FTF was -51.16%, occurring on Nov 21, 2008. Recovery took 587 trading sessions.
The current FXD drawdown is -3.44%. The current FTF drawdown is -3.06%.
| Rank | FXD | FTF |
|---|---|---|
| #1 | -65.27% Jul 9, 2007 - Feb 4, 2011 | -51.16% May 31, 2007 - Sep 28, 2009 |
| #2 | -49.54% Feb 19, 2020 - Nov 13, 2020 | -36.64% Aug 28, 2018 - Dec 18, 2020 |
| #3 | -33.74% Nov 16, 2021 - Mar 27, 2024 | -28.55% Dec 28, 2021 - Sep 16, 2024 |
| #4 | -26.02% Dec 4, 2024 - Aug 22, 2025 | -20.46% Feb 19, 2013 - Oct 21, 2016 |
| #5 | -24.03% Jul 7, 2011 - Mar 13, 2012 | -17.04% Jul 8, 2011 - Mar 27, 2012 |
| #6 | -22.16% Jan 24, 2018 - Nov 18, 2019 | -15.13% Mar 7, 2005 - Sep 15, 2006 |
| #7 | -20.18% Mar 20, 2015 - Dec 7, 2016 | -14.73% Apr 29, 2010 - Sep 29, 2010 |
| #8 | -14.19% Mar 26, 2012 - Jan 2, 2013 | -11.70% Mar 17, 2004 - Sep 3, 2004 |
| #9 | -13.94% Jan 13, 2026 - Mar 30, 2026 | -11.58% Feb 19, 2025 - Jul 1, 2025 |
| #10 | -12.24% Mar 28, 2024 - Oct 18, 2024 | -10.83% Oct 1, 2012 - Jan 2, 2013 |
| #11 | -11.01% Sep 8, 2025 - Jan 6, 2026 | -8.82% May 24, 2012 - Jun 27, 2012 |
| #12 | -10.15% Sep 5, 2014 - Nov 12, 2014 | -7.52% Oct 26, 2010 - Feb 11, 2011 |
| #13 | -8.68% Dec 31, 2013 - Feb 25, 2014 | -6.54% Feb 10, 2026 - Mar 27, 2026 |
| #14 | -8.66% May 12, 2011 - Jul 1, 2011 | -6.32% Sep 29, 2009 - Dec 14, 2009 |
| #15 | -7.79% Mar 7, 2014 - Jun 27, 2014 | -6.09% Jan 26, 2018 - Aug 22, 2018 |
Correlation
Correlation between FXD and FTF is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2003 - 2026)
FXD vs FTF dividend yield comparison.
| Year | FXD | FTF |
|---|---|---|
| 2026 | 0.16% | 5.31% |
| 2025 | 0.80% | 12.00% |
| 2024 | 0.89% | 11.13% |
| 2023 | 0.70% | 11.41% |
| 2022 | 1.00% | 12.62% |
| 2021 | 0.62% | 10.26% |
| 2020 | 0.42% | 9.50% |
| 2019 | 0.92% | 10.73% |
| 2018 | 1.08% | 12.37% |
| 2017 | 0.93% | 10.86% |
| 2016 | 1.05% | 6.56% |
| 2015 | 0.90% | 6.94% |
| 2014 | 0.52% | 7.05% |
| 2013 | 0.35% | 6.90% |
| 2012 | 1.44% | 6.35% |
| 2011 | 0.63% | 7.73% |
| 2010 | 0.44% | 7.84% |
| 2009 | 0.46% | 7.95% |
| 2008 | 0.89% | 11.27% |
| 2007 | 0.32% | 8.71% |
| 2006 | 0.00% | 7.83% |
| 2005 | 0.00% | 9.04% |
| 2004 | 0.00% | 8.11% |
| 2003 | 0.00% | 2.03% |
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