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ISIN
US33739Q3092
CUSIP
33739Q309
Inception Date
Aug 13, 2014
Region
North America (U.S.)
Category
Dividend
Leveraged
1x (No leverage)
Index Tracked
No Index (Active)
Domicile
United States
Distribution Policy
Distributing
Asset Class
Multi-Asset
Asset Class Size
Large-Cap
Asset Class Style
Value
Assets Under Management
$70M

Share Price Chart


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Performance

FDIV Performance Chart

MarketDesk Focused U.S. Dividend ETF (FDIV) is up 2.7% since the beginning of the year. FDIV is currently trading at $28 per share. Investors who bought $1,000 worth of FDIV shares 5 years ago would now be looking at an investment worth $656.


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S&P 500 Index

Returns By Period

MarketDesk Focused U.S. Dividend ETF (FDIV) has returned 2.71% so far this year and 10.75% over the past 12 months. Over the last ten years, FDIV has returned -1.93% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.


MarketDesk Focused U.S. Dividend ETF

1D
-0.08%
1M
0.12%
YTD
2.71%
6M
2.25%
1Y
10.75%
3Y*
-11.48%
5Y*
-8.08%
10Y*
-1.93%

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

FDIV Monthly Returns History

Based on dividend-adjusted daily data since Aug 14, 2014, FDIV's average daily return is 0.00%, while the average monthly return is +0.01%. At this rate, an investment would double in approximately 577.7 years.

Historically, 57% of months were positive and 43% were negative. The best month was Apr 2020 with a return of +7.4%, while the worst month was Feb 2024 at -39.5%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 6 months.

On a daily basis, FDIV closed higher 50% of trading days. The best single day was Apr 9, 2025 with a return of +7.8%, while the worst single day was Feb 28, 2024 at -39.4%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20263.91%1.50%-5.92%4.71%-2.11%0.99%2.71%
2025-0.18%0.64%-0.89%-6.19%2.41%2.00%-0.26%5.13%-0.95%-2.54%2.77%1.44%2.95%
2024-0.07%-39.46%5.01%-4.02%1.91%-1.20%5.23%1.34%1.30%-2.24%2.66%-5.85%-37.35%
20232.58%-1.55%0.99%0.67%-0.59%-0.02%0.42%-0.36%-1.94%-1.45%4.24%3.81%6.78%
2022-0.47%-2.23%-1.66%-2.53%-0.49%-2.98%2.97%-1.53%-3.27%0.10%2.17%-0.33%-9.97%
20210.01%0.16%2.95%2.65%1.35%-0.08%-0.04%0.90%-2.01%2.67%-2.25%3.62%10.20%

Benchmark Metrics

MarketDesk Focused U.S. Dividend ETF has an annualized alpha of -4.09%, beta of 0.37, and R2 of 0.14 versus S&P 500 Index. Calculated based on daily prices since August 14, 2014.

  • This ETF participated in 54.72% of S&P 500 Index downside but only 20.20% of its upside - more exposed to losses than it benefited from rallies.
  • Beta of 0.37 may look defensive, but with R2 of 0.14 this ETF is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
  • R2 of 0.14 means this ETF moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
-4.09%
Beta
0.37
0.14
Upside Capture
20.20%
Downside Capture
54.72%

Expense Ratio

FDIV has an expense ratio of 0.35%, placing it in the medium range.


Return for Risk

Risk / Return Rank

FDIV 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.


FDIV Risk / Return Rank: 2626
Overall Rank
FDIV Sharpe Ratio Rank: 2424
Sharpe Ratio Rank
FDIV Sortino Ratio Rank: 2626
Sortino Ratio Rank
FDIV Omega Ratio Rank: 2323
Omega Ratio Rank
FDIV Calmar Ratio Rank: 2828
Calmar Ratio Rank
FDIV Martin Ratio Rank: 2828
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for MarketDesk Focused U.S. Dividend ETF (FDIV) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


FDIVBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-1.19

Sortino ratioReturn per unit of downside risk

-1.36

Omega ratioGain probability vs. loss probability

1.15

1.37

-0.21

Calmar ratioReturn relative to maximum drawdown

1.35

2.78

-1.44

Martin ratioReturn relative to average drawdown

3.52

12.44

-8.92

Dividends

Dividend History

MarketDesk Focused U.S. Dividend ETF provided a 2.83% dividend yield over the last twelve months, with an annual payout of $0.78 per share.


3.00%3.50%4.00%4.50%5.00%$0.00$0.50$1.00$1.50$2.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$0.78$0.80$1.12$2.08$1.68$1.92$2.00$2.02$2.38$1.95$1.92$1.92

Dividend yield

2.83%2.95%4.12%4.63%3.81%3.79%4.17%3.93%5.13%3.81%3.84%4.13%

Monthly Dividends

The table displays the monthly dividend distributions for MarketDesk Focused U.S. Dividend ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.15$0.00$0.00$0.00$0.15
2025$0.00$0.00$0.16$0.00$0.00$0.26$0.00$0.00$0.17$0.00$0.00$0.21$0.80
2024$0.17$0.16$0.20$0.00$0.00$0.17$0.00$0.00$0.18$0.00$0.00$0.23$1.12
2023$0.15$0.15$0.15$0.15$0.15$0.15$0.15$0.17$0.17$0.17$0.18$0.34$2.08
2022$0.15$0.15$0.12$0.13$0.13$0.14$0.14$0.14$0.15$0.14$0.15$0.16$1.68
2021$0.17$0.17$0.18$0.17$0.16$0.16$0.16$0.15$0.15$0.15$0.17$0.16$1.92

Drawdowns

Drawdowns Chart

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.


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Worst Drawdowns

The table below displays the maximum drawdowns of the MarketDesk Focused U.S. 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 MarketDesk Focused U.S. Dividend ETF was 47.90%, occurring on Apr 8, 2025. The portfolio has not yet recovered.

The current MarketDesk Focused U.S. Dividend ETF drawdown is 36.83%.


Related event

Drawdown

Fall

Recovery

Underwater

2025 selloff2025
-47.90%Apr 2025
3y 2mo
4y 5moJan 2022 - now
COVID crash2020
-27.86%Mar 2020
5mo 10d1y 14d
1y 5moOct 2019 - Apr 2021
2016 correction2016
-13.05%Jan 2016
5mo 10d4mo 8d
9mo 18dAug 2015 - May 2016
Rate-hike selloffLate 2018
-8.84%Dec 2018
10mo 29d1mo 27d
1y 21dJan 2018 - Feb 2019
2016 pullback2016
-5.50%Aug 2016
25d5mo 20d
6mo 15dJul 2016 - Jan 2017

Drawdown Indicators


FDIVBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-47.90%

-56.78%

+8.88%

Max Drawdown (1Y)

Largest decline over 1 year

-8.01%

-9.10%

+1.09%

Max Drawdown (3Y)

Largest decline over 3 years

-45.64%

-18.90%

-26.74%

Max Drawdown (5Y)

Largest decline over 5 years

-47.90%

-25.43%

-22.47%

Max Drawdown (10Y)

Largest decline over 10 years

-47.90%

-33.92%

-13.98%

Current Drawdown

Current decline from peak

-36.83%

-1.80%

-35.03%

Average Drawdown

Average peak-to-trough decline

-11.25%

-10.71%

-0.54%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.06%

2.03%

+1.03%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

Build a portfolio with FDIV

Add MarketDesk Focused U.S. Dividend ETF to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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