TBG vs. DDIV

In the year-to-date period, TBG achieves a -2.66% return, which is significantly lower than DDIV's -2.45% return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

TBG has a 0.59% expense ratio, which is lower than DDIV's 0.60% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for TBG Dividend Focus ETF (TBG) and First Trust Dorsey Wright Momentum & Dividend ETF (DDIV). 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.

The current TBG Sharpe Ratio is 0.58, which is comparable to the DDIV Sharpe Ratio of 0.57. The chart below compares the historical Sharpe Ratios of TBG and DDIV, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

TBG's dividend yield for the trailing twelve months is around 2.39%, which matches DDIV's 2.41% yield.

The maximum TBG drawdown since its inception was -14.76%, smaller than the maximum DDIV drawdown of -47.55%. Use the drawdown chart below to compare losses from any high point for TBG and DDIV. For additional features, visit the drawdowns tool.