EASY vs. TDIV
EASY (Liberty One Defensive Dividend Growth ETF) and TDIV (First Trust NASDAQ Technology Dividend Index Fund) are both exchange-traded funds - EASY is a Dividend fund actively managed by Liberty One, while TDIV is a Technology Equities fund tracking the NASDAQ Technology Dividend Index. EASY is actively managed, while TDIV is passively managed. At a correlation of -0.15, they often move in opposite directions. EASY charges 0.85%/yr vs 0.50%/yr for TDIV.
Performance
EASY vs. TDIV - Performance Comparison
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Returns By Period
In the year-to-date period, EASY achieves a 5.30% return, which is significantly lower than TDIV's 18.03% return.
EASY
- 1D
- 0.42%
- 1M
- -0.24%
- YTD
- 5.30%
- 6M
- 4.57%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
TDIV
- 1D
- -0.84%
- 1M
- -1.73%
- YTD
- 18.03%
- 6M
- 16.64%
- 1Y
- 29.74%
- 3Y*
- 28.23%
- 5Y*
- 17.05%
- 10Y*
- 18.46%
EASY vs. TDIV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
EASY Liberty One Defensive Dividend Growth ETF | 5.30% | 0.55% |
TDIV First Trust NASDAQ Technology Dividend Index Fund | 18.03% | -0.81% |
Correlation
The correlation between EASY and TDIV is -0.15, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Sep 30, 2025 | -0.15 |
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Return for Risk
EASY vs. TDIV — Risk / Return Rank
EASY
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
TDIV
EASY vs. TDIV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Liberty One Defensive Dividend Growth ETF (EASY) and First Trust NASDAQ Technology Dividend Index Fund (TDIV). 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.
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.
| EASY | TDIV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.27 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.63 | — |
| Martin ratioReturn relative to average drawdown | — | 7.37 | — |
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Drawdowns
EASY vs. TDIV - Drawdown Comparison
The maximum EASY drawdown since its inception was -7.79%, smaller than the maximum TDIV drawdown of -31.97%. Use the drawdown chart below to compare losses from any high point for EASY and TDIV.
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Drawdown Indicators
| EASY | TDIV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -7.79% | -31.97% | +24.18% |
Max Drawdown (1Y)Largest decline over 1 year | — | -11.35% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -23.00% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -31.97% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -31.97% | — |
Current DrawdownCurrent decline from peak | -5.13% | -11.23% | +6.10% |
Average DrawdownAverage peak-to-trough decline | -2.85% | -4.85% | +2.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 4.04% | — |
Volatility
EASY vs. TDIV - Volatility Comparison
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Volatility by Period
| EASY | TDIV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 10.24% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 15.69% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 10.50% | 20.01% | -9.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.50% | 20.97% | -10.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.50% | 20.96% | -10.46% |
EASY vs. TDIV - Expense Ratio Comparison
EASY has a 0.85% expense ratio, which is higher than TDIV's 0.50% expense ratio.
Dividends
EASY vs. TDIV - Dividend Comparison
EASY's dividend yield for the trailing twelve months is around 0.76%, less than TDIV's 1.23% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EASY Liberty One Defensive Dividend Growth ETF | 0.76% | 0.13% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
TDIV First Trust NASDAQ Technology Dividend Index Fund | 1.23% | 1.40% | 1.59% | 1.74% | 2.51% | 1.76% | 2.07% | 2.27% | 2.97% | 2.27% | 2.45% | 2.52% |
Frequently Asked Questions
EASY and TDIV have a correlation of -0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, TDIV is cheaper at 0.50% per year. The better choice depends on whether you care most about return, fees, risk, or income.
TDIV is cheaper with a 0.50% expense ratio, compared with 0.85% for EASY.
TDIV has the higher dividend yield at 1.23%, compared with 0.76% for EASY.
EASY is categorized as Dividend, while TDIV is Technology Equities. They also come from different issuers: Liberty One and First Trust. Their fees differ too: 0.85% for EASY and 0.50% for TDIV.
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