Correlation
The correlation between FGD and DIV is 0.65, 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.
FGD vs. DIV
Compare and contrast key facts about First Trust Dow Jones Global Select Dividend Index Fund (FGD) and Global X SuperDividend U.S. ETF (DIV).
FGD and DIV 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. DIV is a passively managed fund by Global X that tracks the performance of the INDXX SuperDividend U.S. Low Volatility Index. It was launched on Mar 11, 2013. Both FGD and DIV are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FGD or DIV.
Performance
FGD vs. DIV - Performance Comparison
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Key characteristics
FGD:
1.37
DIV:
0.63
FGD:
1.82
DIV:
0.91
FGD:
1.25
DIV:
1.13
FGD:
1.64
DIV:
0.73
FGD:
5.16
DIV:
2.58
FGD:
3.66%
DIV:
3.51%
FGD:
14.58%
DIV:
14.55%
FGD:
-68.05%
DIV:
-52.74%
FGD:
0.00%
DIV:
-5.98%
Returns By Period
In the year-to-date period, FGD achieves a 19.36% return, which is significantly higher than DIV's 0.40% return. Over the past 10 years, FGD has outperformed DIV with an annualized return of 5.78%, while DIV has yielded a comparatively lower 2.29% annualized return.
FGD
19.36%
5.72%
13.47%
19.77%
8.54%
14.66%
5.78%
DIV
0.40%
-1.46%
-5.42%
9.06%
0.72%
9.63%
2.29%
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FGD vs. DIV - Expense Ratio Comparison
FGD has a 0.59% expense ratio, which is higher than DIV's 0.45% expense ratio.
Risk-Adjusted Performance
FGD vs. DIV — Risk-Adjusted Performance Rank
FGD
DIV
FGD vs. DIV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust Dow Jones Global Select Dividend Index Fund (FGD) and Global X SuperDividend U.S. ETF (DIV). 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.
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Dividends
FGD vs. DIV - Dividend Comparison
FGD's dividend yield for the trailing twelve months is around 5.27%, less than DIV's 6.60% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FGD First Trust Dow Jones Global Select Dividend Index Fund | 5.27% | 5.87% | 6.44% | 5.74% | 5.34% | 6.17% | 5.19% | 5.87% | 4.02% | 4.36% | 5.06% | 5.18% |
DIV Global X SuperDividend U.S. ETF | 6.60% | 5.74% | 7.13% | 6.62% | 5.24% | 8.01% | 7.66% | 7.08% | 5.92% | 6.78% | 8.38% | 5.32% |
Drawdowns
FGD vs. DIV - Drawdown Comparison
The maximum FGD drawdown since its inception was -68.05%, which is greater than DIV's maximum drawdown of -52.74%. Use the drawdown chart below to compare losses from any high point for FGD and DIV.
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Volatility
FGD vs. DIV - Volatility Comparison
The current volatility for First Trust Dow Jones Global Select Dividend Index Fund (FGD) is 2.33%, while Global X SuperDividend U.S. ETF (DIV) has a volatility of 3.94%. This indicates that FGD experiences smaller price fluctuations and is considered to be less risky than DIV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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