UXJL vs. FDL
UXJL (FT Vest U.S. Equity Uncapped Accelerator ETF - July) and FDL (First Trust Morningstar Dividend Leaders Index Fund) are both exchange-traded funds - UXJL is a Defined Outcome fund actively managed by First Trust, while FDL is a Large Cap Value Equities fund tracking the Morningstar Dividend Leaders Index. UXJL is actively managed, while FDL is passively managed. At a 0.06 correlation, their price movements are largely independent. UXJL charges 0.85%/yr vs 0.43%/yr for FDL.
Performance
UXJL vs. FDL - Performance Comparison
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Returns By Period
In the year-to-date period, UXJL achieves a 10.81% return, which is significantly lower than FDL's 15.23% return.
UXJL
- 1D
- -0.98%
- 1M
- 1.32%
- 6M
- 8.53%
- YTD
- 10.81%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
FDL
- 1D
- 0.80%
- 1M
- -0.89%
- 6M
- 12.56%
- YTD
- 15.23%
- 1Y
- 20.80%
- 3Y*
- 18.71%
- 5Y*
- 13.58%
- 10Y*
- 10.76%
UXJL vs. FDL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
UXJL FT Vest U.S. Equity Uncapped Accelerator ETF - July | 10.81% | 8.62% |
FDL First Trust Morningstar Dividend Leaders Index Fund | 15.23% | 6.86% |
Correlation
The correlation between UXJL and FDL is 0.06, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jul 21, 2025 | 0.06 |
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Return for Risk
UXJL vs. FDL — Risk / Return Rank
UXJL
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
FDL
UXJL vs. FDL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for FT Vest U.S. Equity Uncapped Accelerator ETF - July (UXJL) and First Trust Morningstar Dividend Leaders Index Fund (FDL). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| UXJL | FDL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.31 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 4.89 | — |
| Martin ratioReturn relative to average drawdown | — | 11.11 | — |
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Drawdowns
UXJL vs. FDL - Drawdown Comparison
The maximum UXJL drawdown since its inception was -10.29%, smaller than the maximum FDL drawdown of -65.93%. Use the drawdown chart below to compare losses from any high point for UXJL and FDL.
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Drawdown Indicators
| UXJL | FDL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -10.29% | -65.93% | +55.64% |
Max Drawdown (1Y)Largest decline over 1 year | — | -4.27% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -12.24% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -16.46% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -41.40% | — |
Current DrawdownCurrent decline from peak | -1.62% | -0.89% | -0.73% |
Average DrawdownAverage peak-to-trough decline | -1.62% | -9.62% | +8.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.88% | — |
Volatility
UXJL vs. FDL - Volatility Comparison
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Volatility by Period
| UXJL | FDL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 4.65% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 8.37% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 14.47% | 11.65% | +2.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.47% | 14.37% | +0.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.47% | 17.12% | -2.65% |
UXJL vs. FDL - Expense Ratio Comparison
UXJL has a 0.85% expense ratio, which is higher than FDL's 0.43% expense ratio.
Dividends
UXJL vs. FDL - Dividend Comparison
UXJL has not paid dividends to shareholders, while FDL's dividend yield for the trailing twelve months is around 3.68%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDL First Trust Morningstar Dividend Leaders Index Fund | 3.68% | 4.04% | 4.96% | 4.58% | 3.58% | 4.59% | 4.48% | 3.75% | 3.97% | 3.18% | 2.93% | 3.65% |
UXJL FT Vest U.S. Equity Uncapped Accelerator ETF - July | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
UXJL and FDL have a correlation of 0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, FDL is cheaper at 0.43% per year. The better choice depends on whether you care most about return, fees, risk, or income.
FDL is cheaper with a 0.43% expense ratio, compared with 0.85% for UXJL.
FDL has the higher dividend yield at 3.68%, compared with 0.00% for UXJL.
UXJL is categorized as Defined Outcome, while FDL is Large Cap Value Equities. Their fees differ too: 0.85% for UXJL and 0.43% for FDL.
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