DIV vs. FVD

Last updated Apr 2, 2026

Compare and contrast key facts about Global X SuperDividend U.S. ETF (DIV) and First Trust Value Line Dividend Index Fund (FVD).

DIV and FVD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DIV is a passively managed fund by Global X that tracks the performance of the Indxx SuperDividend® U.S. Low Volatility Index. It was launched on Mar 11, 2013. FVD is a passively managed fund by First Trust that tracks the performance of the Value Line Dividend Index. It was launched on Aug 26, 2003. Both DIV and FVD are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.

Performance

DIV vs. FVD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Global X SuperDividend U.S. ETF (DIV) and First Trust Value Line Dividend Index Fund (FVD). The values are adjusted to include any dividend payments, if applicable.

DIV vs. FVD - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
DIV Global X SuperDividend U.S. ETF	10.48%	3.10%	11.27%	-1.73%	-3.92%	30.60%	-22.85%	14.50%	-6.60%	9.90%
FVD First Trust Value Line Dividend Index Fund	2.84%	8.16%	10.04%	4.11%	-5.18%	25.08%	-0.02%	26.58%	-3.49%	12.51%

Returns By Period

In the year-to-date period, DIV achieves a 10.48% return, which is significantly higher than FVD's 2.84% return. Over the past 10 years, DIV has underperformed FVD with an annualized return of 4.06%, while FVD has yielded a comparatively higher 8.64% annualized return.

DIV

• 1D: 0.16%
• 1M: -3.44%
• YTD: 10.48%
• 6M: 10.26%
• 1Y: 7.71%
• 3Y*: 9.90%
• 5Y*: 6.00%
• 10Y*: 4.06%

FVD

• 1D: 0.21%
• 1M: -5.37%
• YTD: 2.84%
• 6M: 3.48%
• 1Y: 8.25%
• 3Y*: 8.00%
• 5Y*: 6.69%
• 10Y*: 8.64%

*Multi-year figures are annualized to reflect compound growth (CAGR)

DIV vs. FVD - Expense Ratio Comparison

DIV has a 0.45% expense ratio, which is lower than FVD's 0.61% expense ratio.

FVD

First Trust Value Line Dividend Index Fund

DIV

Global X SuperDividend U.S. ETF

Return for Risk

DIV vs. FVD — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

DIV

DIV Risk / Return Rank: 27
DIV Sharpe Ratio Rank: 28
DIV Sortino Ratio Rank: 26
DIV Omega Ratio Rank: 27
DIV Calmar Ratio Rank: 27
DIV Martin Ratio Rank: 25

FVD

FVD Risk / Return Rank: 33
FVD Sharpe Ratio Rank: 33
FVD Sortino Ratio Rank: 33
FVD Omega Ratio Rank: 31
FVD Calmar Ratio Rank: 34
FVD Martin Ratio Rank: 37

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.

DIV vs. FVD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Global X SuperDividend U.S. ETF (DIV) and First Trust Value Line Dividend Index Fund (FVD). 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.

	DIV	FVD	Difference
Sharpe ratio Return per unit of total volatility	0.55	0.66	-0.11
Sortino ratio Return per unit of downside risk	0.82	1.02	-0.21
Omega ratio Gain probability vs. loss probability	1.11	1.13	-0.02
Calmar ratio Return relative to maximum drawdown	0.67	0.89	-0.22
Martin ratio Return relative to average drawdown	2.00	3.53	-1.53
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

DIV vs. FVD - Sharpe Ratio Comparison

The current DIV Sharpe Ratio is 0.55, which is comparable to the FVD Sharpe Ratio of 0.66. The chart below compares the historical Sharpe Ratios of DIV and FVD, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	DIV	FVD	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.55	0.66	-0.11
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.44	0.53	-0.09
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.23	0.56	-0.33
Sharpe Ratio (All Time) Calculated using the full available price history	0.27	0.58	-0.31

Correlation

The correlation between DIV and FVD is 0.81, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.

Dividends

DIV vs. FVD - Dividend Comparison

DIV's dividend yield for the trailing twelve months is around 6.76%, more than FVD's 2.30% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
DIV Global X SuperDividend U.S. ETF	6.76%	7.30%	5.74%	7.13%	6.62%	5.24%	8.01%	7.65%	7.08%	5.92%	6.78%	8.44%
FVD First Trust Value Line Dividend Index Fund	2.30%	2.36%	2.23%	2.34%	2.20%	1.75%	2.31%	2.03%	2.50%	2.10%	2.04%	2.34%

Drawdowns

DIV vs. FVD - Drawdown Comparison

The maximum DIV drawdown since its inception was -52.74%, roughly equal to the maximum FVD drawdown of -51.00%. Use the drawdown chart below to compare losses from any high point for DIV and FVD.

Drawdown Indicators

	DIV	FVD	Difference
Max Drawdown Largest peak-to-trough decline	-52.74%	-51.00%	-1.74%
Max Drawdown (1Y) Largest decline over 1 year	-11.76%	-9.29%	-2.47%
Max Drawdown (5Y) Largest decline over 5 years	-21.14%	-16.41%	-4.73%
Max Drawdown (10Y) Largest decline over 10 years	-52.74%	-35.25%	-17.49%
Current Drawdown Current decline from peak	-3.44%	-5.37%	+1.93%
Average Drawdown Average peak-to-trough decline	-7.10%	-5.45%	-1.65%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.95%	2.33%	+1.62%

Volatility

DIV vs. FVD - Volatility Comparison

Global X SuperDividend U.S. ETF (DIV) and First Trust Value Line Dividend Index Fund (FVD) have volatilities of 3.18% and 3.13%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	DIV	FVD	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.18%	3.13%	+0.05%
Volatility (6M) Calculated over the trailing 6-month period	7.32%	6.46%	+0.86%
Volatility (1Y) Calculated over the trailing 1-year period	14.06%	12.53%	+1.53%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.66%	12.76%	+0.90%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.96%	15.43%	+2.53%