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FDT vs. UYLD
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

FDT vs. UYLD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in First Trust Developed Markets ex-US AlphaDEX Fund (FDT) and Angel Oak Ultrashort Income ETF (UYLD). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, FDT achieves a 23.23% return, which is significantly higher than UYLD's 2.03% return.


FDT

1D
0.21%
1M
-1.96%
YTD
23.23%
6M
24.33%
1Y
50.01%
3Y*
27.84%
5Y*
12.16%
10Y*
11.17%

UYLD

1D
0.05%
1M
0.65%
YTD
2.03%
6M
2.39%
1Y
5.12%
3Y*
5.92%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

FDT vs. UYLD - Yearly Performance Comparison


2026 (YTD)2025202420232022
FDT
First Trust Developed Markets ex-US AlphaDEX Fund
23.23%52.21%6.97%15.03%10.46%
UYLD
Angel Oak Ultrashort Income ETF
2.03%5.36%6.10%6.90%1.09%

Correlation

The correlation between FDT and UYLD is 0.24, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.24

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

0.18

Correlation (All Time)
Calculated using the full available price history since Oct 25, 2022

0.11

The correlation between FDT and UYLD shifts across timeframes, from 0.11 (all time) to 0.24 (1 year), reflecting how their relationship changes across market environments.

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Return for Risk

FDT vs. UYLD — Risk / Return Rank

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

FDT
FDT Risk / Return Rank: 8484
Overall Rank
FDT Sharpe Ratio Rank: 8888
Sharpe Ratio Rank
FDT Sortino Ratio Rank: 8484
Sortino Ratio Rank
FDT Omega Ratio Rank: 8686
Omega Ratio Rank
FDT Calmar Ratio Rank: 8080
Calmar Ratio Rank
FDT Martin Ratio Rank: 8282
Martin Ratio Rank

UYLD
UYLD Risk / Return Rank: 9999
Overall Rank
UYLD Sharpe Ratio Rank: 9999
Sharpe Ratio Rank
UYLD Sortino Ratio Rank: 9999
Sortino Ratio Rank
UYLD Omega Ratio Rank: 9999
Omega Ratio Rank
UYLD Calmar Ratio Rank: 9999
Calmar Ratio Rank
UYLD Martin Ratio Rank: 9999
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.

FDT vs. UYLD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for First Trust Developed Markets ex-US AlphaDEX Fund (FDT) and Angel Oak Ultrashort Income ETF (UYLD). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


FDTUYLDDifference
Sharpe ratioReturn per unit of total volatility

-5.49

Sortino ratioReturn per unit of downside risk

-18.79

Omega ratioGain probability vs. loss probability

1.46

4.49

-3.03

Calmar ratioReturn relative to maximum drawdown

3.70

37.30

-33.60

Martin ratioReturn relative to average drawdown

14.01

226.63

-212.62

FDT vs. UYLD - Sharpe Ratio Comparison

The current FDT Sharpe Ratio is 2.54, which is lower than the UYLD Sharpe Ratio of 8.03. The chart below compares the historical Sharpe Ratios of FDT and UYLD, 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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Drawdowns

FDT vs. UYLD - Drawdown Comparison

The maximum FDT drawdown since its inception was -46.10%, which is greater than UYLD's maximum drawdown of -0.54%. Use the drawdown chart below to compare losses from any high point for FDT and UYLD.


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Drawdown Indicators


FDTUYLDDifference

Max Drawdown

Largest peak-to-trough decline

-46.10%

-0.54%

-45.56%

Max Drawdown (1Y)

Largest decline over 1 year

-13.41%

-0.14%

-13.27%

Max Drawdown (3Y)

Largest decline over 3 years

-14.29%

-0.54%

-13.75%

Max Drawdown (5Y)

Largest decline over 5 years

-32.80%

Max Drawdown (10Y)

Largest decline over 10 years

-46.10%

Current Drawdown

Current decline from peak

-3.37%

0.00%

-3.37%

Average Drawdown

Average peak-to-trough decline

-10.76%

-0.03%

-10.73%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.54%

0.02%

+3.52%

Volatility

FDT vs. UYLD - Volatility Comparison

First Trust Developed Markets ex-US AlphaDEX Fund (FDT) has a higher volatility of 8.93% compared to Angel Oak Ultrashort Income ETF (UYLD) at 0.36%. This indicates that FDT's price experiences larger fluctuations and is considered to be riskier than UYLD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FDTUYLDDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.93%

0.36%

+8.57%

Volatility (6M)

Calculated over the trailing 6-month period

17.27%

0.50%

+16.77%

Volatility (1Y)

Calculated over the trailing 1-year period

19.59%

0.64%

+18.95%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.46%

1.00%

+17.46%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.62%

1.00%

+17.62%

FDT vs. UYLD - Expense Ratio Comparison

FDT has a 0.80% expense ratio, which is higher than UYLD's 0.29% expense ratio.


Dividends

FDT vs. UYLD - Dividend Comparison

FDT's dividend yield for the trailing twelve months is around 2.89%, less than UYLD's 5.03% yield.


PositionTTM20252024202320222021202020192018201720162015
FDT
First Trust Developed Markets ex-US AlphaDEX Fund
2.89%3.27%3.89%4.36%2.29%3.80%2.42%2.78%2.13%1.57%1.76%1.83%
UYLD
Angel Oak Ultrashort Income ETF
5.03%5.07%4.97%5.92%0.75%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


FDT and UYLD have a correlation of 0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

FDT has higher volatility (8.93%) compared to UYLD (0.36%). In terms of maximum drawdown, FDT dropped -46.10% vs UYLD's -0.54%.

On 3-year performance, FDT leads with 27.84% vs 5.92% for UYLD. On fees, UYLD is cheaper at 0.29% per year. On volatility, UYLD has been the lower-risk option at 0.36%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 3-year period, FDT has performed better with a 27.84% return vs 5.92%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

UYLD is cheaper with a 0.29% expense ratio, compared with 0.80% for FDT.

UYLD has the higher dividend yield at 5.03%, compared with 2.89% for FDT.

FDT is categorized as Foreign Large Cap Equities, while UYLD is Ultrashort Bond. They also come from different issuers: First Trust and Angel Oak. Their fees differ too: 0.80% for FDT and 0.29% for UYLD.

UYLD currently has the higher Sharpe Ratio (8.03 vs 2.54), 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 FDT and UYLD

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