ESE vs. TDIV
Compare and contrast key facts about ESCO Technologies Inc. (ESE) and First Trust NASDAQ Technology Dividend Index Fund (TDIV).
TDIV is a passively managed fund by First Trust that tracks the performance of the NASDAQ Technology Dividend Index. It was launched on Aug 14, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ESE or TDIV.
Correlation
The correlation between ESE and TDIV is 0.58, 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
ESE vs. TDIV - Performance Comparison
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Key characteristics
ESE:
1.99
TDIV:
0.68
ESE:
2.82
TDIV:
1.15
ESE:
1.35
TDIV:
1.16
ESE:
3.68
TDIV:
0.78
ESE:
9.66
TDIV:
2.79
ESE:
6.67%
TDIV:
6.44%
ESE:
36.20%
TDIV:
24.99%
ESE:
-58.54%
TDIV:
-31.97%
ESE:
0.00%
TDIV:
-4.05%
Returns By Period
In the year-to-date period, ESE achieves a 34.95% return, which is significantly higher than TDIV's 2.66% return. Over the past 10 years, ESE has outperformed TDIV with an annualized return of 17.47%, while TDIV has yielded a comparatively lower 13.60% annualized return.
ESE
34.95%
18.72%
23.83%
71.45%
19.56%
17.47%
TDIV
2.66%
15.42%
-0.48%
16.90%
18.82%
13.60%
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Risk-Adjusted Performance
ESE vs. TDIV — Risk-Adjusted Performance Rank
ESE
TDIV
ESE vs. TDIV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ESCO Technologies Inc. (ESE) 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.
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Dividends
ESE vs. TDIV - Dividend Comparison
ESE's dividend yield for the trailing twelve months is around 0.18%, less than TDIV's 1.65% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ESE ESCO Technologies Inc. | 0.18% | 0.24% | 0.27% | 0.37% | 0.27% | 0.31% | 0.43% | 0.49% | 0.40% | 0.56% | 0.89% | 0.87% |
TDIV First Trust NASDAQ Technology Dividend Index Fund | 1.65% | 1.59% | 1.74% | 2.51% | 1.76% | 2.08% | 2.27% | 2.96% | 2.27% | 2.45% | 2.52% | 2.80% |
Drawdowns
ESE vs. TDIV - Drawdown Comparison
The maximum ESE drawdown since its inception was -58.54%, which is greater than TDIV's maximum drawdown of -31.97%. Use the drawdown chart below to compare losses from any high point for ESE and TDIV. For additional features, visit the drawdowns tool.
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Volatility
ESE vs. TDIV - Volatility Comparison
ESCO Technologies Inc. (ESE) has a higher volatility of 10.04% compared to First Trust NASDAQ Technology Dividend Index Fund (TDIV) at 6.63%. This indicates that ESE's price experiences larger fluctuations and is considered to be riskier than TDIV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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