FDIV vs. VIG
Compare and contrast key facts about First Trust Strategic Income ETF (FDIV) and Vanguard Dividend Appreciation ETF (VIG).
FDIV and VIG 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. VIG is a passively managed fund by Vanguard that tracks the performance of the NASDAQ US Dividend Achievers Select Index. It was launched on Apr 21, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDIV or VIG.
Correlation
The correlation between FDIV and VIG is 0.75, 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.
Performance
FDIV vs. VIG - Performance Comparison
Key characteristics
FDIV:
0.55
VIG:
1.77
FDIV:
0.86
VIG:
2.50
FDIV:
1.10
VIG:
1.32
FDIV:
0.75
VIG:
3.44
FDIV:
1.83
VIG:
9.73
FDIV:
3.70%
VIG:
1.89%
FDIV:
12.22%
VIG:
10.41%
FDIV:
-9.01%
VIG:
-46.81%
FDIV:
-6.24%
VIG:
-0.52%
Returns By Period
In the year-to-date period, FDIV achieves a 0.44% return, which is significantly lower than VIG's 4.26% return.
FDIV
0.44%
-1.19%
-2.65%
5.92%
N/A
N/A
VIG
4.26%
1.53%
7.27%
18.09%
11.67%
11.67%
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FDIV vs. VIG - Expense Ratio Comparison
FDIV has a 0.87% expense ratio, which is higher than VIG's 0.06% expense ratio.
Risk-Adjusted Performance
FDIV vs. VIG — Risk-Adjusted Performance Rank
FDIV
VIG
FDIV vs. VIG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust Strategic Income ETF (FDIV) and Vanguard Dividend Appreciation ETF (VIG). 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.
Dividends
FDIV vs. VIG - Dividend Comparison
FDIV's dividend yield for the trailing twelve months is around 2.88%, more than VIG's 1.65% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDIV First Trust Strategic Income ETF | 2.88% | 2.90% | 0.61% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VIG Vanguard Dividend Appreciation ETF | 1.65% | 1.73% | 1.88% | 1.96% | 1.55% | 1.63% | 1.71% | 2.08% | 1.88% | 2.14% | 2.34% | 1.95% |
Drawdowns
FDIV vs. VIG - Drawdown Comparison
The maximum FDIV drawdown since its inception was -9.01%, smaller than the maximum VIG drawdown of -46.81%. Use the drawdown chart below to compare losses from any high point for FDIV and VIG. For additional features, visit the drawdowns tool.
Volatility
FDIV vs. VIG - Volatility Comparison
First Trust Strategic Income ETF (FDIV) has a higher volatility of 3.64% compared to Vanguard Dividend Appreciation ETF (VIG) at 2.30%. This indicates that FDIV's price experiences larger fluctuations and is considered to be riskier than VIG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.