FDIV vs. FGD
Compare and contrast key facts about MarketDesk Focused U.S. Dividend ETF (FDIV) and First Trust Dow Jones Global Select Dividend Index Fund (FGD).
FDIV and FGD 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 MarketDesk. It was launched on Sep 19, 2023. FGD is a passively managed fund by First Trust that tracks the performance of the Dow Jones Global Select Dividend Index. It was launched on Nov 21, 2007.
Performance
FDIV vs. FGD - Performance Comparison
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FDIV vs. FGD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FDIV MarketDesk Focused U.S. Dividend ETF | -0.78% | 2.95% | -37.35% | 6.78% | -9.97% | 10.20% | -2.84% | 15.78% | -5.04% | 6.19% |
FGD First Trust Dow Jones Global Select Dividend Index Fund | 5.86% | 44.42% | 5.71% | 8.20% | -7.25% | 20.83% | -5.23% | 20.64% | -12.49% | 17.87% |
Returns By Period
In the year-to-date period, FDIV achieves a -0.78% return, which is significantly lower than FGD's 5.86% return. Over the past 10 years, FDIV has underperformed FGD with an annualized return of -1.89%, while FGD has yielded a comparatively higher 9.62% annualized return.
FDIV
- 1D
- 1.18%
- 1M
- -5.92%
- YTD
- -0.78%
- 6M
- 0.80%
- 1Y
- 2.60%
- 3Y*
- -12.50%
- 5Y*
- -8.22%
- 10Y*
- -1.89%
FGD
- 1D
- 2.21%
- 1M
- -5.56%
- YTD
- 5.86%
- 6M
- 13.83%
- 1Y
- 39.89%
- 3Y*
- 20.04%
- 5Y*
- 11.06%
- 10Y*
- 9.62%
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FDIV vs. FGD - Expense Ratio Comparison
FDIV has a 0.35% expense ratio, which is lower than FGD's 0.59% expense ratio.
Return for Risk
FDIV vs. FGD — Risk / Return Rank
FDIV
FGD
FDIV vs. FGD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MarketDesk Focused U.S. Dividend ETF (FDIV) and First Trust Dow Jones Global Select Dividend Index Fund (FGD). 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.
| FDIV | FGD | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.15 | 2.66 | -2.51 |
Sortino ratioReturn per unit of downside risk | 0.36 | 3.49 | -3.13 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.52 | -0.48 |
Calmar ratioReturn relative to maximum drawdown | 0.25 | 3.75 | -3.50 |
Martin ratioReturn relative to average drawdown | 0.88 | 14.43 | -13.55 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FDIV | FGD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.15 | 2.66 | -2.51 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.40 | 0.75 | -1.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.11 | 0.53 | -0.64 |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.09 | 0.25 | -0.33 |
Correlation
The correlation between FDIV and FGD is 0.49, 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.
Dividends
FDIV vs. FGD - Dividend Comparison
FDIV's dividend yield for the trailing twelve months is around 2.93%, less than FGD's 5.34% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDIV MarketDesk Focused U.S. Dividend ETF | 2.93% | 2.95% | 4.12% | 4.63% | 3.81% | 3.79% | 4.17% | 3.93% | 5.13% | 3.81% | 3.84% | 4.13% |
FGD First Trust Dow Jones Global Select Dividend Index Fund | 5.34% | 5.62% | 5.87% | 6.44% | 5.74% | 5.35% | 6.17% | 5.19% | 5.88% | 4.01% | 4.36% | 5.07% |
Drawdowns
FDIV vs. FGD - Drawdown Comparison
The maximum FDIV drawdown since its inception was -47.90%, smaller than the maximum FGD drawdown of -68.05%. Use the drawdown chart below to compare losses from any high point for FDIV and FGD.
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Drawdown Indicators
| FDIV | FGD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.90% | -68.05% | +20.15% |
Max Drawdown (1Y)Largest decline over 1 year | -13.03% | -10.51% | -2.52% |
Max Drawdown (5Y)Largest decline over 5 years | -47.90% | -28.68% | -19.22% |
Max Drawdown (10Y)Largest decline over 10 years | -47.90% | -44.84% | -3.06% |
Current DrawdownCurrent decline from peak | -38.97% | -6.66% | -32.31% |
Average DrawdownAverage peak-to-trough decline | -10.75% | -12.67% | +1.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.74% | 2.73% | +1.01% |
Volatility
FDIV vs. FGD - Volatility Comparison
The current volatility for MarketDesk Focused U.S. Dividend ETF (FDIV) is 3.73%, while First Trust Dow Jones Global Select Dividend Index Fund (FGD) has a volatility of 6.62%. This indicates that FDIV experiences smaller price fluctuations and is considered to be less risky than FGD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FDIV | FGD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.73% | 6.62% | -2.89% |
Volatility (6M)Calculated over the trailing 6-month period | 8.31% | 10.04% | -1.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.42% | 15.05% | +2.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.69% | 14.92% | +5.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.58% | 18.29% | -0.71% |