UXJL vs. TDIV
UXJL (FT Vest U.S. Equity Uncapped Accelerator ETF - July) and TDIV (First Trust NASDAQ Technology Dividend Index Fund) are both exchange-traded funds - UXJL is a Defined Outcome fund actively managed by First Trust, while TDIV is a Technology Equities fund tracking the NASDAQ Technology Dividend Index. UXJL is actively managed, while TDIV is passively managed. Their correlation of 0.80 suggests significant overlap in exposure. UXJL charges 0.85%/yr vs 0.50%/yr for TDIV.
Performance
UXJL vs. TDIV - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, UXJL achieves a 8.46% return, which is significantly lower than TDIV's 19.03% return.
UXJL
- 1D
- -1.53%
- 1M
- -1.62%
- YTD
- 8.46%
- 6M
- 7.35%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
TDIV
- 1D
- -2.33%
- 1M
- -0.89%
- YTD
- 19.03%
- 6M
- 18.00%
- 1Y
- 33.98%
- 3Y*
- 28.59%
- 5Y*
- 17.24%
- 10Y*
- 18.56%
UXJL vs. TDIV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
UXJL FT Vest U.S. Equity Uncapped Accelerator ETF - July | 8.46% | 8.62% |
TDIV First Trust NASDAQ Technology Dividend Index Fund | 19.03% | 5.74% |
Correlation
The correlation between UXJL and TDIV is 0.80, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jul 21, 2025 | 0.80 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
UXJL vs. TDIV — Risk / Return Rank
UXJL
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
TDIV
UXJL vs. TDIV - 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 NASDAQ Technology Dividend Index Fund (TDIV). 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 | TDIV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.30 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 3.01 | — |
| Martin ratioReturn relative to average drawdown | — | 8.56 | — |
Loading charts...
Drawdowns
UXJL vs. TDIV - Drawdown Comparison
The maximum UXJL drawdown since its inception was -10.29%, smaller than the maximum TDIV drawdown of -31.97%. Use the drawdown chart below to compare losses from any high point for UXJL and TDIV.
Loading charts...
Drawdown Indicators
| UXJL | TDIV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -10.29% | -31.97% | +21.68% |
Max Drawdown (1Y)Largest decline over 1 year | — | -11.35% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -23.00% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -31.97% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -31.97% | — |
Current DrawdownCurrent decline from peak | -3.71% | -10.47% | +6.76% |
Average DrawdownAverage peak-to-trough decline | -1.58% | -4.85% | +3.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 3.98% | — |
Volatility
UXJL vs. TDIV - Volatility Comparison
Loading charts...
Volatility by Period
| UXJL | TDIV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 10.50% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 15.69% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 14.58% | 20.02% | -5.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.58% | 20.97% | -6.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.58% | 20.96% | -6.38% |
UXJL vs. TDIV - Expense Ratio Comparison
UXJL has a 0.85% expense ratio, which is higher than TDIV's 0.50% expense ratio.
Dividends
UXJL vs. TDIV - Dividend Comparison
UXJL has not paid dividends to shareholders, while TDIV's dividend yield for the trailing twelve months is around 1.22%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TDIV First Trust NASDAQ Technology Dividend Index Fund | 1.22% | 1.40% | 1.59% | 1.74% | 2.51% | 1.76% | 2.07% | 2.27% | 2.97% | 2.27% | 2.45% | 2.52% |
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 TDIV have a correlation of 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, TDIV is cheaper at 0.50% per year. The better choice depends on whether you care most about return, fees, risk, or income.
TDIV is cheaper with a 0.50% expense ratio, compared with 0.85% for UXJL.
TDIV has the higher dividend yield at 1.22%, compared with 0.00% for UXJL.
UXJL is categorized as Defined Outcome, while TDIV is Technology Equities. Their fees differ too: 0.85% for UXJL and 0.50% for TDIV.
Find the right allocation for UXJL and TDIV
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer