TDIV vs. MCBDX
Compare and contrast key facts about First Trust NASDAQ Technology Dividend Index Fund (TDIV) and MassMutual Core Bond Fund (MCBDX).
TDIV is a passively managed fund by First Trust that tracks the performance of the NASDAQ Technology Dividend Index. It was launched on Aug 14, 2012. MCBDX is managed by MassMutual. It was launched on Sep 30, 1994.
Performance
TDIV vs. MCBDX - Performance Comparison
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TDIV vs. MCBDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TDIV First Trust NASDAQ Technology Dividend Index Fund | -2.14% | 25.27% | 24.43% | 36.71% | -22.13% | 29.49% | 17.55% | 33.27% | -3.18% | 21.95% |
MCBDX MassMutual Core Bond Fund | -0.59% | 8.03% | 1.13% | 6.64% | -15.29% | 38.26% | 8.42% | 9.62% | -0.48% | 4.60% |
Returns By Period
In the year-to-date period, TDIV achieves a -2.14% return, which is significantly lower than MCBDX's -0.59% return. Over the past 10 years, TDIV has outperformed MCBDX with an annualized return of 15.87%, while MCBDX has yielded a comparatively lower 5.38% annualized return.
TDIV
- 1D
- 0.46%
- 1M
- -2.63%
- YTD
- -2.14%
- 6M
- -4.50%
- 1Y
- 29.35%
- 3Y*
- 22.44%
- 5Y*
- 13.63%
- 10Y*
- 15.87%
MCBDX
- 1D
- 0.22%
- 1M
- -1.71%
- YTD
- -0.59%
- 6M
- 0.17%
- 1Y
- 4.31%
- 3Y*
- 4.09%
- 5Y*
- 6.67%
- 10Y*
- 5.38%
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TDIV vs. MCBDX - Expense Ratio Comparison
TDIV has a 0.50% expense ratio, which is lower than MCBDX's 0.52% expense ratio.
Return for Risk
TDIV vs. MCBDX — Risk / Return Rank
TDIV
MCBDX
TDIV vs. MCBDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust NASDAQ Technology Dividend Index Fund (TDIV) and MassMutual Core Bond Fund (MCBDX). 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.
| TDIV | MCBDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.25 | 1.08 | +0.17 |
Sortino ratioReturn per unit of downside risk | 1.88 | 1.53 | +0.34 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.20 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 2.28 | 1.70 | +0.58 |
Martin ratioReturn relative to average drawdown | 7.79 | 5.21 | +2.58 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| TDIV | MCBDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.25 | 1.08 | +0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | 0.33 | +0.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | 0.37 | +0.39 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.77 | 0.52 | +0.24 |
Correlation
The correlation between TDIV and MCBDX is -0.02. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
TDIV vs. MCBDX - Dividend Comparison
TDIV's dividend yield for the trailing twelve months is around 1.49%, less than MCBDX's 4.13% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TDIV First Trust NASDAQ Technology Dividend Index Fund | 1.49% | 1.40% | 1.59% | 1.74% | 2.51% | 1.76% | 2.07% | 2.27% | 2.97% | 2.27% | 2.45% | 2.52% |
MCBDX MassMutual Core Bond Fund | 4.13% | 4.50% | 1.93% | 4.62% | 3.83% | 31.12% | 5.98% | 3.35% | 3.32% | 2.96% | 3.29% | 1.43% |
Drawdowns
TDIV vs. MCBDX - Drawdown Comparison
The maximum TDIV drawdown since its inception was -31.97%, which is greater than MCBDX's maximum drawdown of -22.01%. Use the drawdown chart below to compare losses from any high point for TDIV and MCBDX.
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Drawdown Indicators
| TDIV | MCBDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.97% | -22.01% | -9.96% |
Max Drawdown (1Y)Largest decline over 1 year | -10.74% | -3.04% | -7.70% |
Max Drawdown (5Y)Largest decline over 5 years | -31.97% | -22.01% | -9.96% |
Max Drawdown (10Y)Largest decline over 10 years | -31.97% | -22.01% | -9.96% |
Current DrawdownCurrent decline from peak | -7.09% | -5.52% | -1.57% |
Average DrawdownAverage peak-to-trough decline | -4.88% | -3.53% | -1.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.83% | 0.99% | +2.84% |
Volatility
TDIV vs. MCBDX - Volatility Comparison
First Trust NASDAQ Technology Dividend Index Fund (TDIV) has a higher volatility of 6.03% compared to MassMutual Core Bond Fund (MCBDX) at 1.47%. This indicates that TDIV's price experiences larger fluctuations and is considered to be riskier than MCBDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TDIV | MCBDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.03% | 1.47% | +4.56% |
Volatility (6M)Calculated over the trailing 6-month period | 13.68% | 2.43% | +11.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.53% | 4.33% | +19.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.44% | 20.10% | +0.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.73% | 14.44% | +6.29% |