FGD vs. AMDY
Compare and contrast key facts about First Trust Dow Jones Global Select Dividend Index Fund (FGD) and YieldMax AMD Option Income Strategy ETF (AMDY).
FGD and AMDY are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. AMDY is an actively managed fund by YieldMax. It was launched on Sep 18, 2023.
Performance
FGD vs. AMDY - Performance Comparison
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FGD vs. AMDY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
FGD First Trust Dow Jones Global Select Dividend Index Fund | 5.86% | 44.42% | 5.71% | 6.04% |
AMDY YieldMax AMD Option Income Strategy ETF | -6.22% | 53.93% | -17.00% | 26.24% |
Returns By Period
In the year-to-date period, FGD achieves a 5.86% return, which is significantly higher than AMDY's -6.22% return.
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%
AMDY
- 1D
- 3.20%
- 1M
- 5.17%
- YTD
- -6.22%
- 6M
- 18.64%
- 1Y
- 65.15%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
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FGD vs. AMDY - Expense Ratio Comparison
FGD has a 0.59% expense ratio, which is lower than AMDY's 0.99% expense ratio.
Return for Risk
FGD vs. AMDY — Risk / Return Rank
FGD
AMDY
FGD vs. AMDY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust Dow Jones Global Select Dividend Index Fund (FGD) and YieldMax AMD Option Income Strategy ETF (AMDY). 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.
| FGD | AMDY | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.66 | 1.25 | +1.41 |
Sortino ratioReturn per unit of downside risk | 3.49 | 1.91 | +1.58 |
Omega ratioGain probability vs. loss probability | 1.52 | 1.27 | +0.25 |
Calmar ratioReturn relative to maximum drawdown | 3.75 | 2.35 | +1.40 |
Martin ratioReturn relative to average drawdown | 14.43 | 5.17 | +9.26 |
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
| FGD | AMDY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.66 | 1.25 | +1.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.75 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.25 | 0.41 | -0.16 |
Correlation
The correlation between FGD and AMDY is 0.33, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
FGD vs. AMDY - Dividend Comparison
FGD's dividend yield for the trailing twelve months is around 5.34%, less than AMDY's 97.21% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
AMDY YieldMax AMD Option Income Strategy ETF | 97.21% | 80.68% | 109.98% | 6.68% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FGD vs. AMDY - Drawdown Comparison
The maximum FGD drawdown since its inception was -68.05%, which is greater than AMDY's maximum drawdown of -53.92%. Use the drawdown chart below to compare losses from any high point for FGD and AMDY.
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Drawdown Indicators
| FGD | AMDY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.05% | -53.92% | -14.13% |
Max Drawdown (1Y)Largest decline over 1 year | -10.51% | -27.59% | +17.08% |
Max Drawdown (5Y)Largest decline over 5 years | -28.68% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -44.84% | — | — |
Current DrawdownCurrent decline from peak | -6.66% | -20.43% | +13.77% |
Average DrawdownAverage peak-to-trough decline | -12.67% | -19.00% | +6.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.73% | 12.53% | -9.80% |
Volatility
FGD vs. AMDY - Volatility Comparison
The current volatility for First Trust Dow Jones Global Select Dividend Index Fund (FGD) is 6.62%, while YieldMax AMD Option Income Strategy ETF (AMDY) has a volatility of 12.25%. This indicates that FGD experiences smaller price fluctuations and is considered to be less risky than AMDY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FGD | AMDY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.62% | 12.25% | -5.63% |
Volatility (6M)Calculated over the trailing 6-month period | 10.04% | 40.62% | -30.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.05% | 52.23% | -37.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.92% | 43.80% | -28.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.29% | 43.80% | -25.51% |