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MOTG vs. FGD
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

MOTG vs. FGD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in VanEck Morningstar Global Wide Moat ETF (MOTG) and First Trust Dow Jones Global Select Dividend Index Fund (FGD). The values are adjusted to include any dividend payments, if applicable.

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MOTG vs. FGD - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
MOTG
VanEck Morningstar Global Wide Moat ETF
-4.41%26.06%9.31%11.00%-11.34%14.68%16.06%30.43%-3.89%
FGD
First Trust Dow Jones Global Select Dividend Index Fund
5.86%44.42%5.71%8.20%-7.25%20.83%-5.23%20.64%-5.67%

Returns By Period

In the year-to-date period, MOTG achieves a -4.41% return, which is significantly lower than FGD's 5.86% return.


MOTG

1D
3.11%
1M
-8.60%
YTD
-4.41%
6M
-2.94%
1Y
12.18%
3Y*
11.60%
5Y*
6.75%
10Y*

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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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MOTG vs. FGD - Expense Ratio Comparison

MOTG has a 0.52% expense ratio, which is lower than FGD's 0.59% expense ratio.


Return for Risk

MOTG vs. FGD — Risk / Return Rank

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

MOTG
MOTG Risk / Return Rank: 4141
Overall Rank
MOTG Sharpe Ratio Rank: 4040
Sharpe Ratio Rank
MOTG Sortino Ratio Rank: 4242
Sortino Ratio Rank
MOTG Omega Ratio Rank: 4141
Omega Ratio Rank
MOTG Calmar Ratio Rank: 3939
Calmar Ratio Rank
MOTG Martin Ratio Rank: 4242
Martin Ratio Rank

FGD
FGD Risk / Return Rank: 9696
Overall Rank
FGD Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
FGD Sortino Ratio Rank: 9797
Sortino Ratio Rank
FGD Omega Ratio Rank: 9797
Omega Ratio Rank
FGD Calmar Ratio Rank: 9494
Calmar Ratio Rank
FGD Martin Ratio Rank: 9494
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.

MOTG vs. FGD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for VanEck Morningstar Global Wide Moat ETF (MOTG) and First Trust Dow Jones Global Select Dividend Index Fund (FGD). 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.


MOTGFGDDifference

Sharpe ratio

Return per unit of total volatility

0.72

2.66

-1.95

Sortino ratio

Return per unit of downside risk

1.13

3.49

-2.36

Omega ratio

Gain probability vs. loss probability

1.15

1.52

-0.37

Calmar ratio

Return relative to maximum drawdown

0.95

3.75

-2.80

Martin ratio

Return relative to average drawdown

3.81

14.43

-10.62

MOTG vs. FGD - Sharpe Ratio Comparison

The current MOTG Sharpe Ratio is 0.72, which is lower than the FGD Sharpe Ratio of 2.66. The chart below compares the historical Sharpe Ratios of MOTG and FGD, 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


MOTGFGDDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.72

2.66

-1.95

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.43

0.75

-0.31

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.53

Sharpe Ratio (All Time)

Calculated using the full available price history

0.62

0.25

+0.37

Correlation

The correlation between MOTG and FGD is 0.79, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

MOTG vs. FGD - Dividend Comparison

MOTG's dividend yield for the trailing twelve months is around 18.57%, more than FGD's 5.34% yield.


TTM20252024202320222021202020192018201720162015
MOTG
VanEck Morningstar Global Wide Moat ETF
18.57%17.75%5.60%1.86%3.64%5.88%2.96%3.91%0.45%0.00%0.00%0.00%
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%

Drawdowns

MOTG vs. FGD - Drawdown Comparison

The maximum MOTG drawdown since its inception was -31.82%, smaller than the maximum FGD drawdown of -68.05%. Use the drawdown chart below to compare losses from any high point for MOTG and FGD.


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Drawdown Indicators


MOTGFGDDifference

Max Drawdown

Largest peak-to-trough decline

-31.82%

-68.05%

+36.23%

Max Drawdown (1Y)

Largest decline over 1 year

-12.56%

-10.51%

-2.05%

Max Drawdown (5Y)

Largest decline over 5 years

-24.29%

-28.68%

+4.39%

Max Drawdown (10Y)

Largest decline over 10 years

-44.84%

Current Drawdown

Current decline from peak

-9.65%

-6.66%

-2.99%

Average Drawdown

Average peak-to-trough decline

-4.93%

-12.67%

+7.74%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.14%

2.73%

+0.41%

Volatility

MOTG vs. FGD - Volatility Comparison

VanEck Morningstar Global Wide Moat ETF (MOTG) and First Trust Dow Jones Global Select Dividend Index Fund (FGD) have volatilities of 6.71% and 6.62%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


MOTGFGDDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.71%

6.62%

+0.09%

Volatility (6M)

Calculated over the trailing 6-month period

10.49%

10.04%

+0.45%

Volatility (1Y)

Calculated over the trailing 1-year period

17.07%

15.05%

+2.02%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.70%

14.92%

+0.78%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.89%

18.29%

-0.40%