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FDD vs. EFAS
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FDD vs. EFAS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in First Trust STOXX European Select Dividend Index Fund (FDD) and Global X MSCI SuperDividend® EAFE ETF (EFAS). The values are adjusted to include any dividend payments, if applicable.

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FDD vs. EFAS - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FDD
First Trust STOXX European Select Dividend Index Fund
2.13%62.50%0.28%14.16%-16.14%16.03%-3.80%23.79%-8.98%19.07%
EFAS
Global X MSCI SuperDividend® EAFE ETF
10.06%46.83%3.07%14.65%-8.00%12.75%-5.42%14.60%-11.60%22.76%

Returns By Period

In the year-to-date period, FDD achieves a 2.13% return, which is significantly lower than EFAS's 10.06% return.


FDD

1D
3.55%
1M
-4.63%
YTD
2.13%
6M
11.69%
1Y
36.97%
3Y*
22.64%
5Y*
10.69%
10Y*
9.42%

EFAS

1D
2.54%
1M
-1.59%
YTD
10.06%
6M
15.25%
1Y
39.97%
3Y*
22.57%
5Y*
12.83%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FDD vs. EFAS - Expense Ratio Comparison

FDD has a 0.58% expense ratio, which is higher than EFAS's 0.56% expense ratio.


Return for Risk

FDD vs. EFAS — Risk / Return Rank

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

FDD
FDD Risk / Return Rank: 9292
Overall Rank
FDD Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
FDD Sortino Ratio Rank: 9292
Sortino Ratio Rank
FDD Omega Ratio Rank: 9292
Omega Ratio Rank
FDD Calmar Ratio Rank: 9191
Calmar Ratio Rank
FDD Martin Ratio Rank: 9292
Martin Ratio Rank

EFAS
EFAS Risk / Return Rank: 9696
Overall Rank
EFAS Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
EFAS Sortino Ratio Rank: 9797
Sortino Ratio Rank
EFAS Omega Ratio Rank: 9797
Omega Ratio Rank
EFAS Calmar Ratio Rank: 9494
Calmar Ratio Rank
EFAS Martin Ratio Rank: 9696
Martin Ratio Rank
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.

FDD vs. EFAS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for First Trust STOXX European Select Dividend Index Fund (FDD) and Global X MSCI SuperDividend® EAFE ETF (EFAS). 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.


FDDEFASDifference

Sharpe ratio

Return per unit of total volatility

2.00

2.83

-0.83

Sortino ratio

Return per unit of downside risk

2.65

3.51

-0.87

Omega ratio

Gain probability vs. loss probability

1.40

1.56

-0.17

Calmar ratio

Return relative to maximum drawdown

3.15

3.73

-0.57

Martin ratio

Return relative to average drawdown

12.09

17.19

-5.10

FDD vs. EFAS - Sharpe Ratio Comparison

The current FDD Sharpe Ratio is 2.00, which is comparable to the EFAS Sharpe Ratio of 2.83. The chart below compares the historical Sharpe Ratios of FDD and EFAS, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


FDDEFASDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.00

2.83

-0.83

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.59

0.82

-0.23

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.47

Sharpe Ratio (All Time)

Calculated using the full available price history

0.08

0.55

-0.47

Correlation

The correlation between FDD and EFAS is 0.79, 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

FDD vs. EFAS - Dividend Comparison

FDD's dividend yield for the trailing twelve months is around 3.87%, less than EFAS's 4.54% yield.


TTM20252024202320222021202020192018201720162015
FDD
First Trust STOXX European Select Dividend Index Fund
3.87%3.99%7.65%6.85%6.07%3.44%4.01%4.69%5.05%2.78%4.88%4.35%
EFAS
Global X MSCI SuperDividend® EAFE ETF
4.54%4.83%6.76%6.33%7.28%5.19%4.34%5.75%6.63%6.15%0.21%0.00%

Drawdowns

FDD vs. EFAS - Drawdown Comparison

The maximum FDD drawdown since its inception was -74.77%, which is greater than EFAS's maximum drawdown of -44.38%. Use the drawdown chart below to compare losses from any high point for FDD and EFAS.


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Drawdown Indicators


FDDEFASDifference

Max Drawdown

Largest peak-to-trough decline

-74.77%

-44.38%

-30.39%

Max Drawdown (1Y)

Largest decline over 1 year

-11.44%

-10.52%

-0.92%

Max Drawdown (5Y)

Largest decline over 5 years

-35.11%

-28.81%

-6.30%

Max Drawdown (10Y)

Largest decline over 10 years

-41.43%

Current Drawdown

Current decline from peak

-5.69%

-1.59%

-4.10%

Average Drawdown

Average peak-to-trough decline

-35.79%

-7.20%

-28.59%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.98%

2.28%

+0.70%

Volatility

FDD vs. EFAS - Volatility Comparison

First Trust STOXX European Select Dividend Index Fund (FDD) has a higher volatility of 7.53% compared to Global X MSCI SuperDividend® EAFE ETF (EFAS) at 5.52%. This indicates that FDD's price experiences larger fluctuations and is considered to be riskier than EFAS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FDDEFASDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.53%

5.52%

+2.01%

Volatility (6M)

Calculated over the trailing 6-month period

11.41%

8.29%

+3.12%

Volatility (1Y)

Calculated over the trailing 1-year period

18.63%

14.22%

+4.41%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.26%

15.68%

+2.58%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.10%

18.45%

+1.65%