Correlation
The correlation between BLDG and UCON is 0.24, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
BLDG vs. UCON
Compare and contrast key facts about Cambria Global Real Estate ETF (BLDG) and First Trust TCW Unconstrained Plus Bond ETF (UCON).
BLDG and UCON are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BLDG is an actively managed fund by Cambria. It was launched on Sep 24, 2020. UCON is an actively managed fund by First Trust. It was launched on Jun 4, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BLDG or UCON.
Performance
BLDG vs. UCON - Performance Comparison
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Key characteristics
BLDG:
0.77
UCON:
2.36
BLDG:
1.11
UCON:
3.47
BLDG:
1.15
UCON:
1.45
BLDG:
0.61
UCON:
3.93
BLDG:
1.83
UCON:
9.68
BLDG:
6.41%
UCON:
0.68%
BLDG:
15.37%
UCON:
2.82%
BLDG:
-27.25%
UCON:
-15.31%
BLDG:
-7.98%
UCON:
0.00%
Returns By Period
In the year-to-date period, BLDG achieves a -0.38% return, which is significantly lower than UCON's 2.13% return.
BLDG
-0.38%
2.50%
-5.90%
10.13%
0.74%
N/A
N/A
UCON
2.13%
0.45%
1.90%
6.33%
4.19%
3.29%
N/A
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BLDG vs. UCON - Expense Ratio Comparison
BLDG has a 0.59% expense ratio, which is lower than UCON's 0.76% expense ratio.
Risk-Adjusted Performance
BLDG vs. UCON — Risk-Adjusted Performance Rank
BLDG
UCON
BLDG vs. UCON - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Cambria Global Real Estate ETF (BLDG) and First Trust TCW Unconstrained Plus Bond ETF (UCON). 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.
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Dividends
BLDG vs. UCON - Dividend Comparison
BLDG's dividend yield for the trailing twelve months is around 8.45%, more than UCON's 4.73% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
BLDG Cambria Global Real Estate ETF | 8.45% | 7.97% | 4.99% | 3.99% | 10.40% | 0.59% | 0.00% | 0.00% |
UCON First Trust TCW Unconstrained Plus Bond ETF | 4.73% | 4.95% | 4.75% | 3.12% | 2.20% | 3.14% | 3.50% | 1.76% |
Drawdowns
BLDG vs. UCON - Drawdown Comparison
The maximum BLDG drawdown since its inception was -27.25%, which is greater than UCON's maximum drawdown of -15.31%. Use the drawdown chart below to compare losses from any high point for BLDG and UCON.
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Volatility
BLDG vs. UCON - Volatility Comparison
Cambria Global Real Estate ETF (BLDG) has a higher volatility of 4.17% compared to First Trust TCW Unconstrained Plus Bond ETF (UCON) at 0.86%. This indicates that BLDG's price experiences larger fluctuations and is considered to be riskier than UCON based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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