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FDD vs. IGLD
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

FDD vs. IGLD - 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 FT Cboe Vest Gold Strategy Target Income ETF (IGLD). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, FDD achieves a 11.53% return, which is significantly higher than IGLD's 1.69% return.


FDD

1D
-1.17%
1M
3.51%
YTD
11.53%
6M
17.78%
1Y
33.02%
3Y*
25.85%
5Y*
11.03%
10Y*
9.96%

IGLD

1D
-0.81%
1M
-1.33%
YTD
1.69%
6M
4.44%
1Y
24.53%
3Y*
23.01%
5Y*
13.02%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

FDD vs. IGLD - Yearly Performance Comparison


2026 (YTD)20252024202320222021
FDD
First Trust STOXX European Select Dividend Index Fund
11.53%62.50%0.28%14.16%-16.14%8.32%
IGLD
FT Cboe Vest Gold Strategy Target Income ETF
1.69%47.46%19.36%9.24%-2.34%4.30%

Correlation

The correlation between FDD and IGLD is 0.31, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.31

Correlation (3Y)
Calculated over the trailing 3-year period

0.31

Correlation (5Y)
Calculated over the trailing 5-year period

0.27

Correlation (All Time)
Calculated using the full available price history since Mar 4, 2021

0.27

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Return for Risk

FDD vs. IGLD — Risk / Return Rank

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

FDD
FDD Risk / Return Rank: 6464
Overall Rank
FDD Sharpe Ratio Rank: 6363
Sharpe Ratio Rank
FDD Sortino Ratio Rank: 6262
Sortino Ratio Rank
FDD Omega Ratio Rank: 6060
Omega Ratio Rank
FDD Calmar Ratio Rank: 7070
Calmar Ratio Rank
FDD Martin Ratio Rank: 6464
Martin Ratio Rank

IGLD
IGLD Risk / Return Rank: 2828
Overall Rank
IGLD Sharpe Ratio Rank: 2828
Sharpe Ratio Rank
IGLD Sortino Ratio Rank: 2727
Sortino Ratio Rank
IGLD Omega Ratio Rank: 3232
Omega Ratio Rank
IGLD Calmar Ratio Rank: 2828
Calmar Ratio Rank
IGLD Martin Ratio Rank: 2727
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. IGLD - 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 FT Cboe Vest Gold Strategy Target Income ETF (IGLD). 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.


FDDIGLDDifference

Sharpe ratio

Return per unit of total volatility

2.16

1.06

+1.10

Sortino ratio

Return per unit of downside risk

2.98

1.47

+1.51

Omega ratio

Gain probability vs. loss probability

1.37

1.22

+0.15

Calmar ratio

Return relative to maximum drawdown

3.53

1.40

+2.13

Martin ratio

Return relative to average drawdown

11.86

3.82

+8.04

FDD vs. IGLD - Sharpe Ratio Comparison

The current FDD Sharpe Ratio is 2.16, which is higher than the IGLD Sharpe Ratio of 1.06. The chart below compares the historical Sharpe Ratios of FDD and IGLD, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


FDDIGLDDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.16

1.06

+1.10

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.60

0.86

-0.26

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.50

Sharpe Ratio (All Time)

Calculated using the full available price history

0.10

0.94

-0.84

Drawdowns

FDD vs. IGLD - Drawdown Comparison

The maximum FDD drawdown since its inception was -74.77%, which is greater than IGLD's maximum drawdown of -18.59%. Use the drawdown chart below to compare losses from any high point for FDD and IGLD.


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Drawdown Indicators


FDDIGLDDifference

Max Drawdown

Largest peak-to-trough decline

-74.77%

-18.59%

-56.18%

Max Drawdown (1Y)

Largest decline over 1 year

-9.39%

-17.56%

+8.17%

Max Drawdown (3Y)

Largest decline over 3 years

-13.06%

-17.56%

+4.50%

Max Drawdown (5Y)

Largest decline over 5 years

-35.11%

-18.59%

-16.52%

Max Drawdown (10Y)

Largest decline over 10 years

-41.43%

Current Drawdown

Current decline from peak

-2.26%

-15.16%

+12.90%

Average Drawdown

Average peak-to-trough decline

-35.47%

-5.24%

-30.23%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.79%

6.43%

-3.64%

Volatility

FDD vs. IGLD - Volatility Comparison

First Trust STOXX European Select Dividend Index Fund (FDD) and FT Cboe Vest Gold Strategy Target Income ETF (IGLD) have volatilities of 5.22% and 5.12%, 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.


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Volatility by Period


FDDIGLDDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.22%

5.12%

+0.10%

Volatility (6M)

Calculated over the trailing 6-month period

12.35%

21.01%

-8.66%

Volatility (1Y)

Calculated over the trailing 1-year period

15.43%

23.24%

-7.81%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.39%

15.17%

+3.22%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.16%

15.00%

+5.16%

FDD vs. IGLD - Expense Ratio Comparison

FDD has a 0.58% expense ratio, which is lower than IGLD's 0.85% expense ratio.


Dividends

FDD vs. IGLD - Dividend Comparison

FDD's dividend yield for the trailing twelve months is around 3.55%, less than IGLD's 17.92% yield.


PositionTTM20252024202320222021202020192018201720162015
FDD
First Trust STOXX European Select Dividend Index Fund
3.55%3.99%7.65%6.85%6.07%3.44%4.01%4.69%5.05%2.78%4.88%4.35%
IGLD
FT Cboe Vest Gold Strategy Target Income ETF
17.92%9.91%20.81%7.85%4.45%2.24%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


FDD and IGLD have a correlation of 0.31, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

FDD has higher volatility (5.22%) compared to IGLD (5.12%). In terms of maximum drawdown, FDD dropped -74.77% vs IGLD's -18.59%.

On 5-year performance, IGLD leads with 13.02% vs 11.03% for FDD. On fees, FDD is cheaper at 0.58% per year. On volatility, IGLD has been the lower-risk option at 5.12%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, IGLD has performed better with a 13.02% return vs 11.03%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

FDD is cheaper with a 0.58% expense ratio, compared with 0.85% for IGLD.

IGLD has the higher dividend yield at 17.92%, compared with 3.55% for FDD.

FDD is categorized as Europe Equities, while IGLD is Precious Metals. Their fees differ too: 0.58% for FDD and 0.85% for IGLD.

FDD currently has the higher Sharpe Ratio (2.16 vs 1.06), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for FDD and IGLD

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