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XQQI vs FTF

Comparison between NEOS Boosted Nasdaq100 High Income ETF (XQQI, ETF) and Franklin Ltd Duration Income Trust (FTF, ETF).

XQQI vs FTF - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
XQQI
$260M
Winner
FTF
$260M
Max Drawdown
Winner
XQQI
18.35%
FTF
63.23%
Sharpe Ratio
Winner
XQQI
0.68
FTF
-0.21
5Y Beta
XQQI
1.78
Winner
FTF
0.28
P/E Ratio
XQQI
33.78
FTF
N/A
Forward P/E
XQQI
23.28
FTF
N/A
PEG Ratio
XQQI
0.26
FTF
N/A
5Y Dividends CAGR
XQQI
N/A
FTF
-4.63%
5Y EPS CAGR
XQQI
32.42%
FTF
N/A
Debt to Equity
XQQI
32.99%
FTF
N/A
P/S Ratio
XQQI
6.14
FTF
N/A
P/B Ratio
XQQI
9.14
FTF
N/A

XQQI vs FTF - Historical Returns

Returns include dividend reinvestment.

1M
Winner
XQQI
+5.13%
FTF
+0.55%
3M
XQQI
-3.40%
Winner
FTF
+1.13%
6M
Winner
XQQI
+12.27%
FTF
+0.41%
1Y
XQQI
N/A
FTF
+1.24%
5Y(CAGR)
XQQI
N/A
FTF
+1.85%
10Y(CAGR)
XQQI
N/A
FTF
+3.66%
Max(CAGR)
Winner
XQQI
+20.66%
FTF
+4.99%

XQQI vs FTF - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

YearXQQIFTF
2026+10.95%+1.26%
2025N/A+4.80%
2024N/A+17.84%
2023N/A+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%

XQQI vs FTF Drawdown Comparison

The maximum drawdown for XQQI was -15.48%, occurring on Jul 29, 2026. This drawdown has not yet recovered.

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

The current XQQI drawdown is -6.58%. The current FTF drawdown is -0.96%.

RankXQQIFTF
#1-15.48%
Jun 2, 2026 - Jul 29, 2026
-51.16%
May 31, 2007 - Sep 28, 2009
#2-12.55%
Feb 25, 2026 - Apr 14, 2026
-36.64%
Aug 28, 2018 - Dec 18, 2020
#3-3.41%
Feb 3, 2026 - Feb 25, 2026
-28.55%
Dec 28, 2021 - Sep 16, 2024
#4-2.12%
May 14, 2026 - May 22, 2026
-20.46%
Feb 19, 2013 - Oct 21, 2016
#5-0.76%
May 11, 2026 - May 13, 2026
-17.04%
Jul 8, 2011 - Mar 27, 2012
#6-0.76%
Apr 24, 2026 - Apr 30, 2026
-15.13%
Mar 7, 2005 - Sep 15, 2006
#7-0.69%
Apr 17, 2026 - Apr 22, 2026
-14.73%
Apr 29, 2010 - Sep 29, 2010
#8-0.34%
May 1, 2026 - May 5, 2026
-11.70%
Mar 17, 2004 - Sep 3, 2004
#9-0.16%
Apr 22, 2026 - Apr 24, 2026
-11.58%
Feb 19, 2025 - Jul 1, 2025
#10-0.02%
May 6, 2026 - May 8, 2026
-10.83%
Oct 1, 2012 - Jan 2, 2013
#11N/A-8.82%
May 24, 2012 - Jun 27, 2012
#12N/A-7.52%
Oct 26, 2010 - Feb 11, 2011
#13N/A-6.54%
Feb 10, 2026 - Jul 21, 2026
#14N/A-6.32%
Sep 29, 2009 - Dec 14, 2009
#15N/A-6.09%
Jan 26, 2018 - Aug 22, 2018

Correlation

Correlation between XQQI and FTF is 0.48 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.48
-101

Dividend Comparison (2003 - 2026)

XQQI vs FTF dividend yield comparison.

YearXQQIFTF
202612.18%8.57%
20250.00%12.00%
20240.00%11.13%
20230.00%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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