LQDB vs FCTR

Comparison between ISHARES BBB RATED CORPORATE BOND ETF (LQDB, ETF) and FIRST TRUST LUNT U.S. FACTOR ROTATION ETF (FCTR, ETF).

5-Year PerformanceFCTR has outperformed LQDB, delivering a return of +3.9% compared to +0.7%

LQDB vs FCTR - Performance Comparison

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Key Characteristics

Financial metrics and valuation ratios

Metric	LQDB(ETF)	FCTR(ETF)
Net Assets	$56M	$56M
Expense Ratio	0.15%	0.65%
Max Drawdown	24.24%	38.51%
Sharpe Ratio	0.45	1.02
5Y Beta	0.11	1.00
P/E Ratio	N/A	43.05
Forward P/E	N/A	16.25
5Y Dividends CAGR	N/A	-2.73%
5Y EPS CAGR	N/A	16.33%
Debt to Equity	N/A	-16.84%
P/S Ratio	N/A	1.29
P/B Ratio	N/A	3.00

Net Assets

LQDB

$56M

Winner

FCTR

$56M

Expense Ratio

Winner

LQDB

0.15%

FCTR

0.65%

Max Drawdown

Winner

LQDB

24.24%

FCTR

38.51%

Sharpe Ratio

LQDB

0.45

Winner

FCTR

1.02

5Y Beta

Winner

LQDB

0.11

FCTR

1.00

P/E Ratio

LQDB

N/A

FCTR

43.05

Forward P/E

LQDB

N/A

FCTR

16.25

5Y Dividends CAGR

LQDB

N/A

FCTR

-2.73%

5Y EPS CAGR

LQDB

N/A

FCTR

16.33%

Debt to Equity

LQDB

N/A

FCTR

-16.84%

P/S Ratio

LQDB

N/A

FCTR

1.29

P/B Ratio

LQDB

N/A

FCTR

3.00

LQDB vs FCTR - Historical Returns

Returns include dividend reinvestment.

Period	LQDB	FCTR
1 month	+0.68%	+4.94%
3 months	+1.59%	+13.77%
6 months	+1.43%	+13.28%
1 year	+5.17%	+22.33%
5 years(CAGR)	+0.68%	+3.93%
Max(CAGR)	+1.04%	+10.08%

LQDB

+0.68%

Winner

FCTR

+4.94%

LQDB

+1.59%

Winner

FCTR

+13.77%

LQDB

+1.43%

Winner

FCTR

+13.28%

LQDB

+5.17%

Winner

FCTR

+22.33%

5Y(CAGR)

LQDB

+0.68%

Winner

FCTR

+3.93%

Max(CAGR)

LQDB

+1.04%

Winner

FCTR

+10.08%

LQDB vs FCTR - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

Year	LQDB	FCTR
2026	+1.05%	+12.02%
2025	+7.34%	+8.47%
2024	+2.98%	+22.03%
2023	+8.99%	+1.69%
2022	-14.84%	-19.19%
2021	+2.35%	+22.20%
2020	N/A	+29.74%
2019	N/A	+30.46%
2018	N/A	-12.94%

LQDB vs FCTR Drawdown Comparison

The maximum drawdown for LQDB was -21.64%, occurring on Oct 20, 2022. Recovery took 998 trading sessions.

The maximum drawdown for FCTR was -37.11%, occurring on Oct 27, 2023. Recovery took 815 trading sessions.

The current LQDB drawdown is -0.56%. The current FCTR drawdown is -1.81%.

Rank	LQDB	FCTR
#1	-21.64% Sep 22, 2021 - Sep 15, 2025	-37.11% Nov 16, 2021 - Feb 18, 2025
#2	-2.67% Feb 19, 2026 - Mar 27, 2026	-35.92% Feb 19, 2020 - Jun 3, 2020
#3	-1.56% Aug 3, 2021 - Sep 22, 2021	-22.63% Feb 18, 2025 - Oct 8, 2025
#4	-1.51% Oct 27, 2025 - Feb 6, 2026	-19.41% Sep 21, 2018 - Mar 21, 2019
#5	-0.86% Sep 16, 2025 - Oct 14, 2025	-11.17% Oct 31, 2025 - Dec 10, 2025
#6	-0.72% Jul 8, 2021 - Jul 19, 2021	-10.04% Jun 8, 2020 - Aug 17, 2020
#7	-0.55% Jun 18, 2021 - Jun 30, 2021	-9.31% Sep 2, 2020 - Oct 12, 2020
#8	-0.45% Jun 11, 2021 - Jun 18, 2021	-9.15% Oct 13, 2020 - Nov 17, 2020
#9	-0.43% May 25, 2021 - Jun 4, 2021	-8.09% Sep 3, 2021 - Nov 12, 2021
#10	-0.39% Jul 19, 2021 - Jul 27, 2021	-7.56% Jan 22, 2026 - May 6, 2026
#11	-0.16% Jul 28, 2021 - Aug 2, 2021	-6.96% Mar 15, 2021 - Jun 7, 2021
#12	-0.12% Jun 30, 2021 - Jul 2, 2021	-6.41% Jan 14, 2021 - Feb 5, 2021
#13	-0.12% Oct 16, 2025 - Oct 20, 2025	-6.15% Jan 17, 2020 - Feb 13, 2020
#14	-0.11% Feb 6, 2026 - Feb 12, 2026	-5.47% Jul 15, 2019 - Nov 15, 2019
#15	-0.10% Feb 17, 2026 - Feb 19, 2026	-5.02% Jun 4, 2026 - Jun 10, 2026