FDIV vs. VT

In the year-to-date period, FDIV achieves a -4.35% return, which is significantly lower than VT's 5.36% return.

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FDIV has a 0.87% expense ratio, which is higher than VT's 0.07% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for First Trust Strategic Income ETF (FDIV) and Vanguard Total World Stock ETF (VT). 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 VT Sharpe Ratio of 0.78. The chart below compares the historical Sharpe Ratios of FDIV and VT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FDIV's dividend yield for the trailing twelve months is around 2.91%, more than VT's 1.83% yield.

The maximum FDIV drawdown since its inception was -18.60%, smaller than the maximum VT drawdown of -50.27%. Use the drawdown chart below to compare losses from any high point for FDIV and VT.

First Trust Strategic Income ETF (FDIV) has a higher volatility of 6.01% compared to Vanguard Total World Stock ETF (VT) at 3.82%. This indicates that FDIV's price experiences larger fluctuations and is considered to be riskier than VT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.