FTDS vs. QGRW
Compare and contrast key facts about First Trust Dividend Strength ETF (FTDS) and WisdomTree U.S. Quality Growth Fund (QGRW).
FTDS and QGRW are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FTDS is a passively managed fund by First Trust that tracks the performance of the Dividend Strength Index. It was launched on Dec 5, 2006. QGRW is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree U.S. Quality Growth Index. It was launched on Dec 15, 2022. Both FTDS and QGRW 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: FTDS or QGRW.
Correlation
The correlation between FTDS and QGRW is 0.45, 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.
Performance
FTDS vs. QGRW - Performance Comparison
Key characteristics
FTDS:
0.85
QGRW:
1.91
FTDS:
1.30
QGRW:
2.50
FTDS:
1.15
QGRW:
1.34
FTDS:
1.19
QGRW:
2.56
FTDS:
4.26
QGRW:
9.47
FTDS:
2.72%
QGRW:
3.94%
FTDS:
13.55%
QGRW:
19.49%
FTDS:
-53.49%
QGRW:
-14.54%
FTDS:
-7.49%
QGRW:
-2.10%
Returns By Period
In the year-to-date period, FTDS achieves a 11.49% return, which is significantly lower than QGRW's 37.83% return.
FTDS
11.49%
-7.06%
5.17%
11.06%
9.31%
9.28%
QGRW
37.83%
4.19%
12.47%
37.16%
N/A
N/A
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FTDS vs. QGRW - Expense Ratio Comparison
FTDS has a 0.70% expense ratio, which is higher than QGRW's 0.28% expense ratio.
Risk-Adjusted Performance
FTDS vs. QGRW - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust Dividend Strength ETF (FTDS) and WisdomTree U.S. Quality Growth Fund (QGRW). 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
FTDS vs. QGRW - Dividend Comparison
FTDS's dividend yield for the trailing twelve months is around 2.05%, more than QGRW's 0.14% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTDS First Trust Dividend Strength ETF | 2.05% | 2.15% | 2.31% | 0.72% | 0.99% | 1.13% | 1.14% | 0.79% | 1.25% | 0.95% | 1.07% | 0.84% |
QGRW WisdomTree U.S. Quality Growth Fund | 0.14% | 0.11% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FTDS vs. QGRW - Drawdown Comparison
The maximum FTDS drawdown since its inception was -53.49%, which is greater than QGRW's maximum drawdown of -14.54%. Use the drawdown chart below to compare losses from any high point for FTDS and QGRW. For additional features, visit the drawdowns tool.
Volatility
FTDS vs. QGRW - Volatility Comparison
The current volatility for First Trust Dividend Strength ETF (FTDS) is 3.74%, while WisdomTree U.S. Quality Growth Fund (QGRW) has a volatility of 5.79%. This indicates that FTDS experiences smaller price fluctuations and is considered to be less risky than QGRW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.