BWX vs FGD

Comparison between SPDR(R) BLOOMBERG INTERNATIONAL TREASURY BOND ETF (BWX, ETF) and FIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUND (FGD, ETF).

5-Year PerformanceFGD has outperformed BWX, delivering a return of +12.4% compared to -4.2%

BWX vs FGD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BWX(ETF)	FGD(ETF)
Net Assets	$1.30B	$1.40B
Expense Ratio	0.35%	0.55%
Max Drawdown	35.95%	70.20%
Sharpe Ratio	-0.81	1.96
5Y Beta	0.03	0.52
5Y Dividends CAGR	12.61%	10.00%

Net Assets

BWX

$1.30B

Winner

FGD

$1.40B

Expense Ratio

Winner

BWX

0.35%

FGD

0.55%

Max Drawdown

Winner

BWX

35.95%

FGD

70.20%

Sharpe Ratio

BWX

-0.81

Winner

FGD

1.96

5Y Beta

Winner

BWX

0.03

FGD

0.52

5Y Dividends CAGR

Winner

BWX

12.61%

FGD

10.00%

BWX vs FGD - Historical Returns

Returns include dividend reinvestment.

Period	BWX	FGD
1 month	+1.09%	+6.43%
3 months	-1.54%	+4.78%
6 months	-2.45%	+7.78%
1 year	-2.81%	+30.11%
5 years(CAGR)	-4.19%	+12.37%
10 years(CAGR)	-1.41%	+10.17%
Max(CAGR)	+0.52%	+6.21%

BWX

+1.09%

Winner

FGD

+6.43%

BWX

-1.54%

Winner

FGD

+4.78%

BWX

-2.45%

Winner

FGD

+7.78%

BWX

-2.81%

Winner

FGD

+30.11%

5Y(CAGR)

BWX

-4.19%

Winner

FGD

+12.37%

10Y(CAGR)

BWX

-1.41%

Winner

FGD

+10.17%

Max(CAGR)

BWX

+0.52%

Winner

FGD

+6.21%

BWX vs FGD - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	BWX	FGD
2026	-1.42%	+15.65%
2025	+8.27%	+44.34%
2024	-5.03%	+6.10%
2023	+5.34%	+8.21%
2022	-18.75%	-7.94%
2021	-9.16%	+21.01%
2020	+9.62%	-5.99%
2019	+5.62%	+20.71%
2018	-2.40%	-13.23%
2017	+11.31%	+16.88%
2016	+0.66%	+13.11%
2015	-6.28%	-10.18%
2014	-1.91%	-0.01%
2013	-3.28%	+16.37%
2012	+4.56%	+13.69%
2011	+4.00%	-3.02%
2010	+3.73%	+10.29%
2009	+6.31%	+58.23%
2008	+3.55%	-50.12%
2007	+3.97%	+2.70%

BWX vs FGD Drawdown Comparison

The maximum drawdown for BWX was -34.05%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The maximum drawdown for FGD was -68.07%, occurring on Mar 9, 2009. Recovery took 1359 trading sessions.

The current BWX drawdown is -23.77%. The current FGD drawdown is -0.43%.

Rank	BWX	FGD
#1	-34.05% Jan 5, 2021 - Oct 20, 2022	-68.07% Nov 29, 2007 - Apr 25, 2013
#2	-23.01% Mar 14, 2008 - Sep 8, 2009	-44.84% Feb 12, 2020 - Jan 13, 2021
#3	-15.41% Jul 1, 2014 - Mar 3, 2020	-28.68% Feb 9, 2022 - May 14, 2024
#4	-13.37% Mar 9, 2020 - Jul 27, 2020	-28.08% Jul 3, 2014 - Jul 19, 2017
#5	-12.97% Dec 1, 2009 - Oct 1, 2010	-20.87% Jan 26, 2018 - Feb 12, 2020
#6	-9.13% Oct 17, 2012 - May 6, 2014	-11.50% Mar 19, 2025 - Apr 24, 2025
#7	-8.63% Nov 4, 2010 - Apr 27, 2011	-10.80% May 8, 2013 - Sep 10, 2013
#8	-8.10% Aug 23, 2011 - Sep 11, 2012	-9.82% Feb 20, 2026 - Jul 16, 2026
#9	-4.57% Nov 26, 2007 - Jan 14, 2008	-9.10% Jun 7, 2021 - Jan 11, 2022
#10	-3.41% May 2, 2011 - Jun 3, 2011	-8.98% Sep 26, 2024 - Mar 7, 2025
#11	-3.37% Jun 7, 2011 - Aug 9, 2011	-6.40% May 17, 2024 - Jul 31, 2024
#12	-2.68% Oct 14, 2010 - Nov 4, 2010	-6.14% Jan 14, 2021 - Feb 16, 2021
#13	-1.78% Aug 6, 2020 - Oct 21, 2020	-5.66% Dec 31, 2013 - Feb 18, 2014
#14	-1.69% Oct 8, 2009 - Nov 9, 2009	-5.36% Jul 31, 2024 - Aug 19, 2024
#15	-1.47% Feb 1, 2008 - Feb 27, 2008	-4.95% Oct 29, 2013 - Dec 30, 2013

Correlation

Correlation between BWX and FGD is -0.10 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.10

-101

Dividend Comparison (2007 - 2026)

BWX vs FGD dividend yield comparison.

Year	BWX	FGD
2026	1.39%	1.82%
2025	2.19%	5.62%
2024	1.99%	5.87%
2023	1.62%	6.44%
2022	1.23%	5.74%
2021	0.93%	5.35%
2020	0.95%	6.17%
2019	1.16%	5.19%
2018	1.07%	5.88%
2017	0.46%	4.01%
2016	0.00%	4.36%
2015	0.00%	5.07%
2014	1.77%	5.18%
2013	1.88%	4.51%
2012	1.80%	4.93%
2011	3.35%	5.15%
2010	1.08%	4.23%
2009	0.87%	3.13%
2008	2.98%	9.79%
2007	0.59%	0.52%