First Trust Dorsey Wright Momentum & Dividend ETF (DDIV)

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The chart shows the growth of an initial investment of $10,000 in First Trust Dorsey Wright Momentum & Dividend ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

First Trust Dorsey Wright Momentum & Dividend ETF (DDIV) has returned -2.41% so far this year and 9.00% over the past 12 months. Over the last ten years, DDIV has returned 8.89% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Mar 11, 2014, DDIV's average daily return is +0.04%, while the average monthly return is +0.77%. At this rate, your investment would double in approximately 7.5 years.

Historically, 61% of months were positive and 39% were negative. The best month was Feb 2021 with a return of +13.6%, while the worst month was Mar 2020 at -24.8%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 4 months.

On a daily basis, DDIV closed higher 52% of trading days. The best single day was Mar 26, 2020 with a return of +9.5%, while the worst single day was Mar 16, 2020 at -16.4%.

First Trust Dorsey Wright Momentum & Dividend ETF has an annualized alpha of -0.98%, beta of 0.89, and R² of 0.68 versus S&P 500 Index. Calculated based on daily prices since March 12, 2014.

• This ETF participated in 96.02% of S&P 500 Index downside but only 84.46% of its upside — more exposed to losses than it benefited from rallies.
• With beta of 0.89 and R² of 0.68, this ETF moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

DDIV has an expense ratio of 0.60%, placing it in the medium range.

DDIV ranks 26 for risk / return — below 26% of ETFs on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

The table below present risk-adjusted performance metrics for First Trust Dorsey Wright Momentum & Dividend ETF (DDIV) and compare them to a chosen benchmark (S&P 500 Index).

First Trust Dorsey Wright Momentum & Dividend ETF provided a 1.77% dividend yield over the last twelve months, with an annual payout of $0.72 per share.

The table displays the monthly dividend distributions for First Trust Dorsey Wright Momentum & Dividend ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the First Trust Dorsey Wright Momentum & Dividend ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the First Trust Dorsey Wright Momentum & Dividend ETF was 47.56%, occurring on Mar 23, 2020. Recovery took 224 trading sessions.

The current First Trust Dorsey Wright Momentum & Dividend ETF drawdown is 8.44%.

The chart below shows the rolling one-month volatility.