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MDIV vs. HISF
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

MDIV vs. HISF - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in First Trust Multi-Asset Diversified Income Index Fund (MDIV) and First Trust High Income Strategic Focus ETF (HISF). The values are adjusted to include any dividend payments, if applicable.

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MDIV vs. HISF - Yearly Performance Comparison


Returns By Period

In the year-to-date period, MDIV achieves a 4.59% return, which is significantly higher than HISF's -0.74% return.


MDIV

1D
0.56%
1M
-1.47%
YTD
4.59%
6M
4.22%
1Y
5.41%
3Y*
10.12%
5Y*
6.28%
10Y*
5.01%

HISF

1D
0.60%
1M
-1.96%
YTD
-0.74%
6M
0.66%
1Y
5.20%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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MDIV vs. HISF - Expense Ratio Comparison

MDIV has a 0.73% expense ratio, which is lower than HISF's 0.87% expense ratio.


Return for Risk

MDIV vs. HISF — Risk / Return Rank

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

MDIV
MDIV Risk / Return Rank: 3030
Overall Rank
MDIV Sharpe Ratio Rank: 3131
Sharpe Ratio Rank
MDIV Sortino Ratio Rank: 2929
Sortino Ratio Rank
MDIV Omega Ratio Rank: 3030
Omega Ratio Rank
MDIV Calmar Ratio Rank: 2828
Calmar Ratio Rank
MDIV Martin Ratio Rank: 3131
Martin Ratio Rank

HISF
HISF Risk / Return Rank: 7474
Overall Rank
HISF Sharpe Ratio Rank: 7777
Sharpe Ratio Rank
HISF Sortino Ratio Rank: 7777
Sortino Ratio Rank
HISF Omega Ratio Rank: 7272
Omega Ratio Rank
HISF Calmar Ratio Rank: 7171
Calmar Ratio Rank
HISF Martin Ratio Rank: 7272
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.

MDIV vs. HISF - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for First Trust Multi-Asset Diversified Income Index Fund (MDIV) and First Trust High Income Strategic Focus ETF (HISF). 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.


MDIVHISFDifference

Sharpe ratio

Return per unit of total volatility

0.56

1.42

-0.86

Sortino ratio

Return per unit of downside risk

0.80

1.98

-1.18

Omega ratio

Gain probability vs. loss probability

1.12

1.27

-0.15

Calmar ratio

Return relative to maximum drawdown

0.64

1.83

-1.19

Martin ratio

Return relative to average drawdown

2.58

7.59

-5.01

MDIV vs. HISF - Sharpe Ratio Comparison

The current MDIV Sharpe Ratio is 0.56, which is lower than the HISF Sharpe Ratio of 1.42. The chart below compares the historical Sharpe Ratios of MDIV and HISF, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


MDIVHISFDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.56

1.42

-0.86

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.57

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.33

Sharpe Ratio (All Time)

Calculated using the full available price history

0.33

1.32

-0.99

Correlation

The correlation between MDIV and HISF is 0.38, 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

MDIV vs. HISF - Dividend Comparison

MDIV's dividend yield for the trailing twelve months is around 6.30%, more than HISF's 4.92% yield.


TTM20252024202320222021202020192018201720162015
MDIV
First Trust Multi-Asset Diversified Income Index Fund
6.30%6.51%6.40%6.08%6.71%5.30%6.00%5.90%6.76%6.04%6.35%7.38%
HISF
First Trust High Income Strategic Focus ETF
4.92%4.69%3.92%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

MDIV vs. HISF - Drawdown Comparison

The maximum MDIV drawdown since its inception was -48.50%, which is greater than HISF's maximum drawdown of -3.86%. Use the drawdown chart below to compare losses from any high point for MDIV and HISF.


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Drawdown Indicators


MDIVHISFDifference

Max Drawdown

Largest peak-to-trough decline

-48.50%

-3.86%

-44.64%

Max Drawdown (1Y)

Largest decline over 1 year

-8.84%

-2.90%

-5.94%

Max Drawdown (5Y)

Largest decline over 5 years

-13.02%

Max Drawdown (10Y)

Largest decline over 10 years

-48.50%

Current Drawdown

Current decline from peak

-2.25%

-1.96%

-0.29%

Average Drawdown

Average peak-to-trough decline

-4.64%

-0.86%

-3.78%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.20%

0.70%

+1.50%

Volatility

MDIV vs. HISF - Volatility Comparison

First Trust Multi-Asset Diversified Income Index Fund (MDIV) has a higher volatility of 2.11% compared to First Trust High Income Strategic Focus ETF (HISF) at 1.76%. This indicates that MDIV's price experiences larger fluctuations and is considered to be riskier than HISF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


MDIVHISFDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.11%

1.76%

+0.35%

Volatility (6M)

Calculated over the trailing 6-month period

4.82%

2.26%

+2.56%

Volatility (1Y)

Calculated over the trailing 1-year period

9.73%

3.67%

+6.06%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

11.02%

3.96%

+7.06%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.27%

3.96%

+11.31%