SHRY vs MULT
Comparison between FIRST TRUST BLOOMBERG SHAREHOLDER YIELD ETF (SHRY, ETF) and Franklin Multisector Income ETF (MULT, ETF).
SHRY vs MULT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SHRY
$15M
Winner
MULT
$15M
Expense Ratio
SHRY
0.60%
Winner
MULT
0.39%
Max Drawdown
SHRY
36.67%
Winner
MULT
2.68%
Sharpe Ratio
Winner
SHRY
0.32
MULT
-0.06
5Y Beta
SHRY
0.58
Winner
MULT
0.10
P/E Ratio
SHRY
14.61
MULT
N/A
Forward P/E
SHRY
12.17
MULT
N/A
PEG Ratio
SHRY
0.43
MULT
N/A
5Y Dividends CAGR
SHRY
15.53%
MULT
N/A
5Y EPS CAGR
SHRY
13.93%
MULT
N/A
Debt to Equity
SHRY
77.41%
MULT
N/A
P/S Ratio
SHRY
1.29
MULT
N/A
P/B Ratio
SHRY
3.12
MULT
N/A
SHRY vs MULT - Holdings Comparison
SHRY and MULT have 1 common holdings. Overlap is -113.49%
SHRY's top 25 holdings weight is 74.59%. MULT's top 25 holdings weight is 189.70%.
| Rank | SHRY | MULT |
|---|---|---|
| #1 | METLIFE INC (MET) - 5.58% | RECV IRSUSD3.63 30-09-1 (n/a) - 113.82% |
| #2 | PAYPAL HOLDINGS INC (PYPL) - 5.52% | UNITED STATES TREASURY NOTES 4.06667% (n/a) - 27.83% |
| #3 | FOX CORP CLASS A (FOXA) - 4.65% | RECV IRSUSD3.58 27-09-1 (n/a) - 14.23% |
| #4 | AMERIPRISE FINANCIAL INC (AMP) - 4.01% | RECV IBXXLLTRSOFRINDX202 (n/a) - 8.49% |
| #5 | D.R. HORTON INC (DHI) - 3.99% | FRANKLIN IFT MONEY MARKET (INFXX) - 3.79% |
| #6 | COMCAST CORP CLASS A (CMCSA) - 3.89% | TRINITAS CLO XVII LTD / TRINITAS CLO FRN (n/a) - 1.98% |
| #7 | QUALCOMM INC (QCOM) - 3.82% | n/a (n/a) - 1.98% |
| #8 | FISERV INC (FISV) - 3.77% | ROCKFORD TOWER CLO 2021-2R FRN 0.20588% (n/a) - 1.98% |
| #9 | ADOBE INC (ADBE) - 3.06% | GOVERNMENT NATIONAL MORTGAGE ASSOCIATION (n/a) - 1.53% |
| #10 | ALTRIA GROUP INC (MO) - 2.77% | BRAZIL (FEDERATIVE REPUBLIC) 8.25% (n/a) - 1.15% |
| #11 | AFLAC INC (AFL) - 2.77% | TURKEY (REPUBLIC OF) 11.875% (n/a) - 1.15% |
| #12 | AUTOMATIC DATA PROCESSING INC (ADP) - 2.63% | PERU (REPUBLIC OF) 2.783% (n/a) - 1.10% |
| #13 | BOOKING HOLDINGS INC (BKNG) - 2.56% | ROMANIA (REPUBLIC OF) 7.125% (n/a) - 1.06% |
| #14 | CHARTER COMMUNICATIONS INC CLASS A (CHTR) - 2.53% | PHILIPPINES (REPUBLIC OF) 9.5% (n/a) - 0.96% |
| #15 | THE KROGER CO (KR) - 2.49% | ECOPETROL S.A. 6.875% (n/a) - 0.95% |
| #16 | VALERO ENERGY CORP (VLO) - 2.48% | n/a (n/a) - 0.93% |
| #17 | ALLSTATE CORP (ALL) - 2.38% | PANAMA (REPUBLIC OF) 9.375% (n/a) - 0.90% |
| #18 | SLB LTD (SLB) - 2.32% | PETROLEOS MEXICANOS SA DE CV 6.7% (n/a) - 0.86% |
| #19 | UNITED PARCEL SERVICE INC CLASS B (UPS) - 2.12% | MEXICO (UNITED MEXICAN STATES) 6.75% (n/a) - 0.79% |
| #20 | HCA HEALTHCARE INC (HCA) - 2.01% | n/a (n/a) - 0.78% |
| #21 | CONOCOPHILLIPS (COP) - 1.98% | RCO VII MORTGAGE LLC 2025-3 0.16667% (n/a) - 0.76% |
| #22 | COLGATE-PALMOLIVE CO (CL) - 1.92% | PRET 2025-NPL4 LLC 0.07273% (n/a) - 0.75% |
| #23 | PHILLIPS 66 (PSX) - 1.89% | THE BOEING COMPANY 6.298% (n/a) - 0.74% |
| #24 | CHENIERE ENERGY INC (LNG) - 1.78% | FEDERAL NATIONAL MORTGAGE ASSOCIATION (n/a) - 0.74% |
| #25 | UNION PACIFIC CORP (UNP) - 1.67% | NABORS INDUSTRIES, INC. 8.875% (n/a) - 0.45% |
| Total Holdings | 51 | 183 |
SHRY vs MULT - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SHRY
+5.81%
MULT
-0.00%
3M
Winner
SHRY
+0.24%
MULT
-0.01%
6M
Winner
SHRY
+4.71%
MULT
+0.87%
1Y
Winner
SHRY
+6.91%
MULT
+3.19%
5Y(CAGR)
SHRY
+8.36%
MULT
N/A
10Y(CAGR)
SHRY
+11.02%
MULT
N/A
Max(CAGR)
Winner
SHRY
+11.02%
MULT
+3.57%
SHRY vs MULT - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | SHRY | MULT |
|---|---|---|
| 2026 | +6.47% | +1.11% |
| 2025 | +7.21% | +2.14% |
| 2024 | +17.84% | N/A |
| 2023 | +17.52% | N/A |
| 2022 | -14.18% | N/A |
| 2021 | +31.62% | N/A |
| 2020 | +11.50% | N/A |
| 2019 | +30.14% | N/A |
| 2018 | -9.35% | N/A |
| 2017 | +10.12% | N/A |
SHRY vs MULT Drawdown Comparison
The maximum drawdown for SHRY was -36.67%, occurring on Mar 23, 2020. Recovery took 190 trading sessions.
The maximum drawdown for MULT was -1.70%, occurring on Mar 26, 2026. Recovery took 34 trading sessions.
The current SHRY drawdown is -1.13%. The current MULT drawdown is -0.37%.
| Rank | SHRY | MULT |
|---|---|---|
| #1 | -36.67% Feb 12, 2020 - Nov 11, 2020 | -1.70% Feb 24, 2026 - Apr 14, 2026 |
| #2 | -23.94% Jan 4, 2022 - Dec 26, 2023 | -1.46% Apr 17, 2026 - Jun 29, 2026 |
| #3 | -19.56% Sep 21, 2018 - Apr 24, 2019 | -0.60% Oct 28, 2025 - Nov 26, 2025 |
| #4 | -15.34% Nov 29, 2024 - Jun 30, 2025 | -0.54% Sep 15, 2025 - Oct 16, 2025 |
| #5 | -10.31% Jan 26, 2018 - Aug 28, 2018 | -0.52% Jun 29, 2026 - Jul 13, 2026 |
| #6 | -7.52% Apr 24, 2019 - Jul 1, 2019 | -0.46% Dec 3, 2025 - Dec 18, 2025 |
| #7 | -7.20% Oct 6, 2025 - Jan 14, 2026 | -0.36% Aug 28, 2025 - Sep 2, 2025 |
| #8 | -6.56% Mar 2, 2026 - Jun 22, 2026 | -0.35% Jan 9, 2026 - Feb 5, 2026 |
| #9 | -6.37% Jul 26, 2019 - Sep 12, 2019 | -0.17% Nov 28, 2025 - Dec 3, 2025 |
| #10 | -5.49% Mar 28, 2024 - May 15, 2024 | -0.16% Apr 14, 2026 - Apr 17, 2026 |
| #11 | -4.90% Sep 2, 2021 - Oct 21, 2021 | -0.14% Dec 30, 2025 - Jan 5, 2026 |
| #12 | -4.77% Sep 12, 2019 - Oct 28, 2019 | -0.14% Oct 21, 2025 - Oct 28, 2025 |
| #13 | -4.54% Nov 16, 2021 - Dec 23, 2021 | -0.09% Feb 10, 2026 - Feb 12, 2026 |
| #14 | -4.52% Jan 20, 2021 - Feb 8, 2021 | -0.08% Feb 13, 2026 - Feb 23, 2026 |
| #15 | -4.50% Jul 3, 2025 - Oct 2, 2025 | -0.06% Sep 11, 2025 - Sep 15, 2025 |
Correlation
Correlation between SHRY and MULT is 0.67 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.67
-101
Dividend Comparison (2017 - 2026)
SHRY vs MULT dividend yield comparison.
| Year | SHRY | MULT |
|---|---|---|
| 2026 | 0.71% | 2.22% |
| 2025 | 1.73% | 1.56% |
| 2024 | 1.76% | 0.00% |
| 2023 | 1.49% | 0.00% |
| 2022 | 1.52% | 0.00% |
| 2021 | 0.98% | 0.00% |
| 2020 | 1.65% | 0.00% |
| 2019 | 1.54% | 0.00% |
| 2018 | 1.89% | 0.00% |
| 2017 | 0.55% | 0.00% |
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