MUSI vs FT

Comparison between AMERICAN CENTURY MULTISECTOR INCOME ETF (MUSI, ETF) and Franklin Universal Trust (FT, ETF).

5-Year PerformanceFT has outperformed MUSI, delivering a return of +7.1% compared to +2.2%

MUSI vs FT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MUSI(ETF)	FT(ETF)
Net Assets	$221M	$221M
Expense Ratio	0.38%	N/A
Max Drawdown	19.11%	65.18%
Sharpe Ratio	0.69	0.96
5Y Beta	0.09	0.29
5Y Dividends CAGR	N/A	5.84%

Net Assets

Winner

MUSI

$221M

Expense Ratio

MUSI

0.38%

N/A

Max Drawdown

Winner

MUSI

19.11%

65.18%

Sharpe Ratio

MUSI

0.69

Winner

0.96

5Y Beta

Winner

MUSI

0.09

0.29

5Y Dividends CAGR

MUSI

N/A

5.84%

MUSI vs FT - Historical Returns

Returns include dividend reinvestment.

Period	MUSI	FT
1 month	+0.45%	-0.47%
3 months	+0.85%	+0.59%
6 months	+1.43%	+4.92%
1 year	+5.79%	+12.98%
5 years(CAGR)	+2.20%	+7.06%
10 years(CAGR)	N/A	+8.41%
Max(CAGR)	+2.20%	+7.27%

Winner

MUSI

+0.45%

-0.47%

Winner

MUSI

+0.85%

+0.59%

MUSI

+1.43%

Winner

+4.92%

MUSI

+5.79%

Winner

+12.98%

5Y(CAGR)

MUSI

+2.20%

Winner

+7.06%

10Y(CAGR)

MUSI

N/A

+8.41%

Max(CAGR)

MUSI

+2.20%

Winner

+7.27%

MUSI vs FT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	MUSI	FT
2026	+0.88%	+2.28%
2025	+8.37%	+16.44%
2024	+5.42%	+17.47%
2023	+7.25%	+4.51%
2022	-10.20%	-13.44%
2021	+0.58%	+21.55%
2020	N/A	+1.47%
2019	N/A	+30.84%
2018	N/A	-5.40%
2017	N/A	+13.25%
2016	N/A	+24.94%
2015	N/A	-12.94%
2014	N/A	+10.27%
2013	N/A	+3.10%
2012	N/A	+12.59%
2011	N/A	+13.70%
2010	N/A	+17.58%
2009	N/A	+59.78%
2008	N/A	-40.85%
2007	N/A	+7.05%
2006	N/A	+21.52%
2005	N/A	+10.02%
2004	N/A	+10.93%
2003	N/A	+21.38%
2002	N/A	-29.73%
2001	N/A	+16.33%
2000	N/A	+12.12%
1999	N/A	-14.17%

MUSI vs FT Drawdown Comparison

The maximum drawdown for MUSI was -13.91%, occurring on Oct 20, 2022. Recovery took 724 trading sessions.

The maximum drawdown for FT was -54.80%, occurring on Nov 20, 2008. Recovery took 708 trading sessions.

The current MUSI drawdown is -0.89%. The current FT drawdown is -3.07%.

Rank	MUSI	FT
#1	-13.91% Sep 15, 2021 - Aug 2, 2024	-54.80% May 16, 2007 - Mar 9, 2010
#2	-3.22% Feb 28, 2025 - May 29, 2025	-40.90% Feb 21, 2020 - May 3, 2021
#3	-2.78% Feb 27, 2026 - Mar 27, 2026	-40.83% Apr 15, 2002 - May 16, 2006
#4	-2.25% Sep 16, 2024 - Feb 20, 2025	-23.17% Dec 28, 2021 - Jul 31, 2024
#5	-0.88% Sep 22, 2025 - Oct 21, 2025	-22.90% Nov 5, 1999 - Jan 3, 2001
#6	-0.82% Aug 2, 2024 - Aug 14, 2024	-22.53% Mar 24, 2015 - May 26, 2016
#7	-0.68% Oct 28, 2025 - Nov 24, 2025	-18.10% Mar 9, 2001 - Nov 28, 2001
#8	-0.64% Nov 26, 2025 - Dec 24, 2025	-13.30% May 20, 2013 - Apr 16, 2014
#9	-0.62% Jun 4, 2025 - Jun 20, 2025	-12.55% Jul 7, 2011 - Oct 21, 2011
#10	-0.54% Jun 30, 2025 - Jul 21, 2025	-12.20% Sep 26, 2012 - Jan 29, 2013
#11	-0.50% Jan 14, 2026 - Feb 3, 2026	-10.78% Dec 6, 2017 - Feb 25, 2019
#12	-0.33% Aug 5, 2021 - Aug 26, 2021	-9.94% Apr 29, 2010 - Jul 20, 2010
#13	-0.33% Jul 7, 2021 - Jul 30, 2021	-9.44% Jul 22, 2016 - Jan 17, 2017
#14	-0.32% Aug 14, 2024 - Aug 19, 2024	-8.76% Mar 3, 2025 - Jun 12, 2025
#15	-0.29% Aug 13, 2025 - Aug 22, 2025	-7.68% Nov 3, 2014 - Jan 16, 2015

Correlation

Correlation between MUSI and FT is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95

-101

Dividend Comparison (2000 - 2026)

MUSI vs FT dividend yield comparison.

Year	MUSI	FT
2026	2.14%	2.66%
2025	5.74%	6.37%
2024	6.00%	6.98%
2023	5.20%	7.67%
2022	4.02%	8.49%
2021	1.62%	6.00%
2020	0.00%	5.13%
2019	0.00%	4.95%
2018	0.00%	6.05%
2017	0.00%	5.36%
2016	0.00%	6.53%
2015	0.00%	8.28%
2014	0.00%	7.24%
2013	0.00%	6.64%
2012	0.00%	5.92%
2011	0.00%	6.82%
2010	0.00%	7.20%
2009	0.00%	7.86%
2008	0.00%	12.16%
2007	0.00%	6.60%
2006	0.00%	6.58%
2005	0.00%	6.82%
2004	0.00%	5.96%
2003	0.00%	6.79%
2002	0.00%	14.57%
2001	0.00%	9.85%
2000	0.00%	4.50%