LONZ vs FTRB
Comparison between PIMCO Senior Loan Active ExchangeTraded Fund (LONZ, ETF) and FEDERATED HERMES TOTAL RETURN BOND ETF (FTRB, ETF).
LONZ vs FTRB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
LONZ
$585M
Winner
FTRB
$585M
Expense Ratio
LONZ
0.63%
Winner
FTRB
0.39%
Max Drawdown
Winner
LONZ
6.03%
FTRB
6.32%
Sharpe Ratio
Winner
LONZ
0.55
FTRB
-0.40
5Y Beta
LONZ
0.10
Winner
FTRB
0.03
LONZ vs FTRB - Historical Returns
Returns include dividend reinvestment.
1M
Winner
LONZ
+0.99%
FTRB
+0.14%
3M
Winner
LONZ
+1.67%
FTRB
-0.39%
6M
Winner
LONZ
+4.77%
FTRB
-1.70%
1Y
Winner
LONZ
+5.10%
FTRB
+2.37%
5Y(CAGR)
LONZ
+7.45%
FTRB
N/A
Max(CAGR)
Winner
LONZ
+7.45%
FTRB
+3.77%
LONZ vs FTRB - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | LONZ | FTRB |
|---|---|---|
| 2026 | +3.40% | -0.05% |
| 2025 | +5.09% | +7.64% |
| 2024 | +9.42% | +2.55% |
| 2023 | +12.26% | N/A |
| 2022 | +0.79% | N/A |
LONZ vs FTRB Drawdown Comparison
The maximum drawdown for LONZ was -4.19%, occurring on Apr 4, 2025. Recovery took 59 trading sessions.
The maximum drawdown for FTRB was -4.83%, occurring on Jan 13, 2025. Recovery took 197 trading sessions.
The current FTRB drawdown is -1.70%.
| Rank | LONZ | FTRB |
|---|---|---|
| #1 | -4.19% Feb 14, 2025 - May 12, 2025 | -4.83% Sep 16, 2024 - Jul 1, 2025 |
| #2 | -4.05% Aug 12, 2022 - Jan 6, 2023 | -3.19% Feb 1, 2024 - Jun 14, 2024 |
| #3 | -3.91% Jun 9, 2022 - Aug 5, 2022 | -2.80% Feb 27, 2026 - May 19, 2026 |
| #4 | -2.03% Dec 26, 2025 - Apr 17, 2026 | -1.23% Jan 12, 2024 - Feb 1, 2024 |
| #5 | -2.03% Mar 8, 2023 - Apr 17, 2023 | -1.18% Jun 24, 2024 - Jul 8, 2024 |
| #6 | -1.41% Jul 23, 2024 - Aug 28, 2024 | -1.15% Jul 1, 2025 - Aug 1, 2025 |
| #7 | -0.70% Oct 16, 2023 - Nov 6, 2023 | -0.91% Sep 9, 2025 - Oct 15, 2025 |
| #8 | -0.69% Jan 19, 2024 - Feb 14, 2024 | -0.90% Aug 5, 2024 - Aug 14, 2024 |
| #9 | -0.57% Oct 7, 2025 - Oct 27, 2025 | -0.88% Oct 28, 2025 - Nov 25, 2025 |
| #10 | -0.54% Sep 28, 2023 - Oct 12, 2023 | -0.87% Nov 26, 2025 - Feb 9, 2026 |
| #11 | -0.52% Dec 16, 2024 - Dec 31, 2024 | -0.73% Jul 17, 2024 - Jul 30, 2024 |
| #12 | -0.44% Feb 14, 2023 - Mar 3, 2023 | -0.55% Aug 13, 2025 - Aug 26, 2025 |
| #13 | -0.39% Jun 2, 2026 - Jun 15, 2026 | -0.50% Aug 23, 2024 - Sep 3, 2024 |
| #14 | -0.38% Jan 23, 2025 - Feb 14, 2025 | -0.46% Jan 4, 2024 - Jan 11, 2024 |
| #15 | -0.34% May 14, 2026 - Jun 1, 2026 | -0.38% Jul 12, 2024 - Jul 17, 2024 |
Correlation
Correlation between LONZ and FTRB is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2022 - 2026)
LONZ vs FTRB dividend yield comparison.
| Year | LONZ | FTRB |
|---|---|---|
| 2026 | 5.14% | 2.28% |
| 2025 | 6.60% | 4.46% |
| 2024 | 8.16% | 4.40% |
| 2023 | 8.29% | 0.00% |
| 2022 | 3.33% | 0.00% |
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