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FDIV vs. DIV
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between FDIV and DIV is 0.50, 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.

FDIV vs. DIV

Last updated Jun 1, 2025

Compare and contrast key facts about First Trust Strategic Income ETF (FDIV) and Global X SuperDividend U.S. ETF (DIV).

FDIV and DIV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FDIV is an actively managed fund by First Trust. It was launched on Aug 13, 2014. 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.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDIV or DIV.

Performance

FDIV vs. DIV - Performance Comparison

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

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Key characteristics

Sharpe Ratio

FDIV:

-0.11

DIV:

0.63

Sortino Ratio

FDIV:

-0.06

DIV:

0.91

Omega Ratio

FDIV:

0.99

DIV:

1.13

Calmar Ratio

FDIV:

-0.12

DIV:

0.73

Martin Ratio

FDIV:

-0.35

DIV:

2.58

Ulcer Index

FDIV:

6.39%

DIV:

3.51%

Daily Std Dev

FDIV:

17.68%

DIV:

14.55%

Max Drawdown

FDIV:

-18.60%

DIV:

-52.74%

Current Drawdown

FDIV:

-10.72%

DIV:

-5.98%

Returns By Period

In the year-to-date period, FDIV achieves a -4.35% return, which is significantly lower than DIV's 0.40% return.

FDIV

YTD

-4.35%

1M

2.86%

6M

-9.95%

1Y

-3.55%

3Y*

N/A

5Y*

N/A

10Y*

N/A

DIV

YTD

0.40%

1M

-1.07%

6M

-5.42%

1Y

7.19%

3Y*

0.72%

5Y*

9.63%

10Y*

2.29%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

First Trust Strategic Income ETF

Global X SuperDividend U.S. ETF

FDIV vs. DIV - Expense Ratio Comparison

FDIV has a 0.87% expense ratio, which is higher than DIV's 0.45% expense ratio.

FDIV
First Trust Strategic Income ETF
DIV
Global X SuperDividend U.S. ETF
Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

FDIV vs. DIV — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
FDIV
The Risk-Adjusted Performance Rank of FDIV is 1111
Overall Rank
The Sharpe Ratio Rank of FDIV is 1212
Sharpe Ratio Rank
The Sortino Ratio Rank of FDIV is 1111
Sortino Ratio Rank
The Omega Ratio Rank of FDIV is 1111
Omega Ratio Rank
The Calmar Ratio Rank of FDIV is 1010
Calmar Ratio Rank
The Martin Ratio Rank of FDIV is 1111
Martin Ratio Rank
DIV
The Risk-Adjusted Performance Rank of DIV is 5858
Overall Rank
The Sharpe Ratio Rank of DIV is 5454
Sharpe Ratio Rank
The Sortino Ratio Rank of DIV is 5151
Sortino Ratio Rank
The Omega Ratio Rank of DIV is 5353
Omega Ratio Rank
The Calmar Ratio Rank of DIV is 6868
Calmar Ratio Rank
The Martin Ratio Rank of DIV is 6363
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

FDIV vs. DIV - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for First Trust Strategic Income ETF (FDIV) and Global X SuperDividend U.S. ETF (DIV). 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.

The current FDIV Sharpe Ratio is -0.11, which is lower than the DIV Sharpe Ratio of 0.63. The chart below compares the historical Sharpe Ratios of FDIV and DIV, 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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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

FDIV vs. DIV - Dividend Comparison

FDIV's dividend yield for the trailing twelve months is around 2.91%, less than DIV's 6.61% yield.

TTM20242023202220212020201920182017201620152014
FDIV
First Trust Strategic Income ETF		2.91%2.89%0.61%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
DIV
Global X SuperDividend U.S. ETF		6.61%5.75%7.14%6.62%5.26%8.04%7.67%7.09%5.95%6.80%8.40%5.34%

Drawdowns

FDIV vs. DIV - Drawdown Comparison

The maximum FDIV drawdown since its inception was -18.60%, smaller than the maximum DIV drawdown of -52.74%. Use the drawdown chart below to compare losses from any high point for FDIV and DIV.

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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

FDIV vs. DIV - Volatility Comparison

First Trust Strategic Income ETF (FDIV) has a higher volatility of 6.01% compared to Global X SuperDividend U.S. ETF (DIV) at 3.94%. This indicates that FDIV's price experiences larger fluctuations and is considered to be riskier than DIV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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