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ROE vs FTF

Comparison between ASTORIA US EQUAL WEIGHT QUALITY KINGS ETF (ROE, ETF) and Franklin Ltd Duration Income Trust (FTF, ETF).

ROE vs FTF - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
ROE
$260M
FTF
$260M
Expense Ratio
ROE
0.49%
FTF
N/A
Max Drawdown
Winner
ROE
19.46%
FTF
63.23%
Sharpe Ratio
Winner
ROE
1.92
FTF
-0.25
5Y Beta
ROE
0.95
Winner
FTF
0.29
P/E Ratio
ROE
20.89
FTF
N/A
Forward P/E
ROE
16.71
FTF
N/A
PEG Ratio
ROE
0.11
FTF
N/A
5Y Dividends CAGR
ROE
N/A
FTF
-4.40%
5Y EPS CAGR
ROE
22.45%
FTF
N/A
Debt to Equity
ROE
-17.25%
FTF
N/A
P/S Ratio
ROE
2.03
FTF
N/A
P/B Ratio
ROE
4.95
FTF
N/A

ROE vs FTF - Historical Returns

Returns include dividend reinvestment.

1M
Winner
ROE
+5.63%
FTF
-1.16%
3M
Winner
ROE
+17.80%
FTF
+0.59%
6M
Winner
ROE
+19.84%
FTF
+1.09%
1Y
Winner
ROE
+35.19%
FTF
+1.34%
5Y(CAGR)
ROE
N/A
FTF
+2.10%
10Y(CAGR)
ROE
N/A
FTF
+3.70%
Max(CAGR)
Winner
ROE
+21.24%
FTF
+4.92%

ROE vs FTF - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

YearROEFTF
2026+18.43%-1.07%
2025+17.17%+4.80%
2024+18.59%+17.84%
2023+4.30%+12.41%
2022N/A-22.54%
2021N/A+8.60%
2020N/A+9.26%
2019N/A+17.39%
2018N/A-14.85%
2017N/A+9.32%
2016N/A+20.34%
2015N/A-5.63%
2014N/A+0.29%
2013N/A-6.21%
2012N/A+17.68%
2011N/A+8.07%
2010N/A+18.35%
2009N/A+52.93%
2008N/A-20.82%
2007N/A-7.48%
2006N/A+17.38%
2005N/A-8.66%
2004N/A+8.08%
2003N/A-1.02%

ROE vs FTF Drawdown Comparison

The maximum drawdown for ROE was -19.10%, occurring on Apr 8, 2025. Recovery took 142 trading sessions.

The maximum drawdown for FTF was -51.16%, occurring on Nov 21, 2008. Recovery took 587 trading sessions.

The current ROE drawdown is -0.89%. The current FTF drawdown is -3.06%.

RankROEFTF
#1-19.10%
Dec 2, 2024 - Jun 30, 2025
-51.16%
May 31, 2007 - Sep 28, 2009
#2-11.48%
Aug 1, 2023 - Dec 11, 2023
-36.64%
Aug 28, 2018 - Dec 18, 2020
#3-8.65%
Feb 25, 2026 - Apr 14, 2026
-28.55%
Dec 28, 2021 - Sep 16, 2024
#4-7.11%
Jul 16, 2024 - Aug 23, 2024
-20.46%
Feb 19, 2013 - Oct 21, 2016
#5-6.89%
Mar 28, 2024 - Jun 18, 2024
-17.04%
Jul 8, 2011 - Mar 27, 2012
#6-5.58%
Oct 27, 2025 - Nov 28, 2025
-15.13%
Mar 7, 2005 - Sep 15, 2006
#7-4.39%
Jun 4, 2026 - Jun 10, 2026
-14.73%
Apr 29, 2010 - Sep 29, 2010
#8-4.21%
Aug 30, 2024 - Sep 19, 2024
-11.70%
Mar 17, 2004 - Sep 3, 2004
#9-3.82%
Oct 14, 2024 - Nov 7, 2024
-11.58%
Feb 19, 2025 - Jul 1, 2025
#10-3.66%
Oct 8, 2025 - Oct 27, 2025
-10.83%
Oct 1, 2012 - Jan 2, 2013
#11-3.37%
Dec 11, 2025 - Jan 6, 2026
-8.82%
May 24, 2012 - Jun 27, 2012
#12-2.67%
Nov 8, 2024 - Nov 22, 2024
-7.52%
Oct 26, 2010 - Feb 11, 2011
#13-2.33%
Jul 28, 2025 - Aug 12, 2025
-6.54%
Feb 10, 2026 - Mar 27, 2026
#14-2.27%
Jul 3, 2025 - Jul 23, 2025
-6.32%
Sep 29, 2009 - Dec 14, 2009
#15-2.23%
Jan 28, 2026 - Feb 6, 2026
-6.09%
Jan 26, 2018 - Aug 22, 2018

Correlation

Correlation between ROE and FTF is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86
-101

Dividend Comparison (2003 - 2026)

ROE vs FTF dividend yield comparison.

YearROEFTF
20260.24%5.31%
20250.97%12.00%
20241.18%11.13%
20230.68%11.41%
20220.00%12.62%
20210.00%10.26%
20200.00%9.50%
20190.00%10.73%
20180.00%12.37%
20170.00%10.86%
20160.00%6.56%
20150.00%6.94%
20140.00%7.05%
20130.00%6.90%
20120.00%6.35%
20110.00%7.73%
20100.00%7.84%
20090.00%7.95%
20080.00%11.27%
20070.00%8.71%
20060.00%7.83%
20050.00%9.04%
20040.00%8.11%
20030.00%2.03%

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