BEEZ vs. FDL
Compare and contrast key facts about Honeytree U.S. Equity ETF (BEEZ) and First Trust Morningstar Dividend Leaders Index Fund (FDL).
BEEZ and FDL are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BEEZ is an actively managed fund by Honeytree. It was launched on Nov 6, 2023. FDL is a passively managed fund by First Trust that tracks the performance of the Morningstar Dividend Leaders Index. It was launched on Mar 9, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BEEZ or FDL.
Correlation
The correlation between BEEZ and FDL is 0.44, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
BEEZ vs. FDL - Performance Comparison
Key characteristics
BEEZ:
0.26
FDL:
0.84
BEEZ:
0.50
FDL:
1.19
BEEZ:
1.06
FDL:
1.17
BEEZ:
0.25
FDL:
1.03
BEEZ:
0.95
FDL:
3.68
BEEZ:
4.84%
FDL:
3.42%
BEEZ:
17.56%
FDL:
15.08%
BEEZ:
-18.62%
FDL:
-65.93%
BEEZ:
-10.09%
FDL:
-6.78%
Returns By Period
In the year-to-date period, BEEZ achieves a -4.06% return, which is significantly lower than FDL's 1.61% return.
BEEZ
-4.06%
-2.09%
-6.55%
4.64%
N/A
N/A
FDL
1.61%
-5.75%
-0.02%
13.45%
16.27%
9.74%
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BEEZ vs. FDL - Expense Ratio Comparison
BEEZ has a 0.64% expense ratio, which is higher than FDL's 0.45% expense ratio.
Risk-Adjusted Performance
BEEZ vs. FDL — Risk-Adjusted Performance Rank
BEEZ
FDL
BEEZ vs. FDL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Honeytree U.S. Equity ETF (BEEZ) and First Trust Morningstar Dividend Leaders Index Fund (FDL). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
BEEZ vs. FDL - Dividend Comparison
BEEZ's dividend yield for the trailing twelve months is around 0.64%, less than FDL's 4.98% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BEEZ Honeytree U.S. Equity ETF | 0.64% | 0.61% | 0.19% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FDL First Trust Morningstar Dividend Leaders Index Fund | 4.98% | 4.96% | 4.58% | 3.58% | 4.59% | 4.48% | 3.75% | 3.97% | 3.18% | 2.93% | 3.65% | 3.35% |
Drawdowns
BEEZ vs. FDL - Drawdown Comparison
The maximum BEEZ drawdown since its inception was -18.62%, smaller than the maximum FDL drawdown of -65.93%. Use the drawdown chart below to compare losses from any high point for BEEZ and FDL. For additional features, visit the drawdowns tool.
Volatility
BEEZ vs. FDL - Volatility Comparison
Honeytree U.S. Equity ETF (BEEZ) has a higher volatility of 12.22% compared to First Trust Morningstar Dividend Leaders Index Fund (FDL) at 10.11%. This indicates that BEEZ's price experiences larger fluctuations and is considered to be riskier than FDL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.