AMUB vs FTDS

Comparison between UBS AG London Branch (AMUB, ETF) and FIRST TRUST DIVIDEND STRENGTH ETF (FTDS, ETF).

5-Year PerformanceAMUB has outperformed FTDS, delivering a return of +15.0% compared to +7.7%

AMUB vs FTDS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AMUB(ETF)	FTDS(ETF)
Net Assets	$37M	$37M
Expense Ratio	0.80%	0.70%
Max Drawdown	79.46%	57.79%
Sharpe Ratio	1.20	1.08
5Y Beta	0.46	0.65
P/E Ratio	N/A	15.82
Forward P/E	N/A	13.54
PEG Ratio	N/A	0.42
5Y Dividends CAGR	N/A	20.24%
5Y EPS CAGR	N/A	10.06%
Debt to Equity	N/A	55.71%
P/S Ratio	N/A	2.01
P/B Ratio	N/A	2.65

Net Assets

AMUB

$37M

FTDS

$37M

Expense Ratio

AMUB

0.80%

Winner

FTDS

0.70%

Max Drawdown

AMUB

79.46%

Winner

FTDS

57.79%

Sharpe Ratio

Winner

AMUB

1.20

FTDS

1.08

5Y Beta

Winner

AMUB

0.46

FTDS

0.65

P/E Ratio

AMUB

N/A

FTDS

15.82

Forward P/E

AMUB

N/A

FTDS

13.54

PEG Ratio

AMUB

N/A

FTDS

0.42

5Y Dividends CAGR

AMUB

N/A

FTDS

20.24%

5Y EPS CAGR

AMUB

N/A

FTDS

10.06%

Debt to Equity

AMUB

N/A

FTDS

55.71%

P/S Ratio

AMUB

N/A

FTDS

2.01

P/B Ratio

AMUB

N/A

FTDS

2.65

AMUB vs FTDS - Historical Returns

Returns include dividend reinvestment.

Period	AMUB	FTDS
1 month	+7.07%	+4.97%
3 months	+6.53%	+2.35%
6 months	+15.66%	+6.78%
1 year	+20.97%	+17.01%
5 years(CAGR)	+15.01%	+7.73%
10 years(CAGR)	+3.49%	+10.85%
Max(CAGR)	+0.43%	+6.56%

Winner

AMUB

+7.07%

FTDS

+4.97%

Winner

AMUB

+6.53%

FTDS

+2.35%

Winner

AMUB

+15.66%

FTDS

+6.78%

Winner

AMUB

+20.97%

FTDS

+17.01%

5Y(CAGR)

Winner

AMUB

+15.01%

FTDS

+7.73%

10Y(CAGR)

AMUB

+3.49%

Winner

FTDS

+10.85%

Max(CAGR)

AMUB

+0.43%

Winner

FTDS

+6.56%

AMUB vs FTDS - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	AMUB	FTDS
2026	+21.12%	+11.35%
2025	+0.55%	+14.07%
2024	+15.68%	+10.99%
2023	+18.77%	+12.27%
2022	+18.38%	-13.33%
2021	+29.70%	+26.46%
2020	-37.22%	+13.73%
2019	-3.23%	+23.95%
2018	-19.25%	-10.51%
2017	-13.07%	+19.34%
2016	+22.92%	+14.74%
2015	-26.44%	-5.05%
2014	N/A	+3.40%
2013	N/A	+37.32%
2012	N/A	+4.68%
2011	N/A	-10.22%
2010	N/A	+18.10%
2009	N/A	+35.40%
2008	N/A	-35.08%
2007	N/A	+5.23%
2006	N/A	-1.34%
2005	N/A	+0.35%
2004	N/A	-0.79%

AMUB vs FTDS Drawdown Comparison

The maximum drawdown for AMUB was -79.46%, occurring on Mar 18, 2020. Recovery took 2626 trading sessions.

The maximum drawdown for FTDS was -56.53%, occurring on Mar 9, 2009. Recovery took 1822 trading sessions.

The current AMUB drawdown is -2.06%. The current FTDS drawdown is -0.73%.

Rank	AMUB	FTDS
#1	-79.46% Oct 9, 2015 - Mar 23, 2026	-56.53% Dec 15, 2005 - Mar 15, 2013
#2	-11.02% May 19, 2026 - Jun 24, 2026	-42.47% Feb 19, 2020 - Nov 11, 2020
#3	-5.70% Mar 26, 2026 - Apr 30, 2026	-23.36% Nov 16, 2021 - Mar 21, 2024
#4	-2.43% Apr 30, 2026 - May 12, 2026	-22.60% Sep 20, 2018 - Dec 18, 2019
#5	-0.63% Mar 24, 2026 - Mar 26, 2026	-21.84% Sep 3, 2014 - Nov 14, 2016
#6	N/A	-19.90% Apr 28, 2004 - Feb 11, 2005
#7	N/A	-18.04% Nov 25, 2024 - Jul 23, 2025
#8	N/A	-9.32% Mar 7, 2005 - Aug 2, 2005
#9	N/A	-8.93% Jan 26, 2018 - Jun 6, 2018
#10	N/A	-8.45% Sep 30, 2005 - Dec 2, 2005
#11	N/A	-7.24% Jan 15, 2014 - Mar 5, 2014
#12	N/A	-6.57% Mar 2, 2026 - Jul 7, 2026
#13	N/A	-6.46% Jul 31, 2024 - Aug 23, 2024
#14	N/A	-5.50% Jun 8, 2021 - Aug 9, 2021
#15	N/A	-5.33% Sep 3, 2021 - Oct 20, 2021