BWZ vs EDOW

Comparison between SPDR(R) BLOOMBERG SHORT TERM INTERNATIONAL TREASURY BOND ETF (BWZ, ETF) and FIRST TRUST DOW 30 EQUAL WEIGHT ETF (EDOW, ETF).

5-Year PerformanceEDOW has outperformed BWZ, delivering a return of +9.7% compared to -1.8%

BWZ vs EDOW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BWZ(ETF)	EDOW(ETF)
Net Assets	$312M	$310M
Expense Ratio	0.35%	0.50%
Max Drawdown	38.33%	33.72%
Sharpe Ratio	-0.55	1.32
5Y Beta	-0.00	0.73
P/E Ratio	N/A	24.00
Forward P/E	N/A	20.11
PEG Ratio	N/A	0.65
5Y Dividends CAGR	110.68%	1.83%
5Y EPS CAGR	N/A	14.25%
Debt to Equity	N/A	-4.17%
P/S Ratio	N/A	2.89
P/B Ratio	N/A	5.50

Net Assets

Winner

BWZ

$312M

EDOW

$310M

Expense Ratio

Winner

BWZ

0.35%

EDOW

0.50%

Max Drawdown

BWZ

38.33%

Winner

EDOW

33.72%

Sharpe Ratio

BWZ

-0.55

Winner

EDOW

1.32

5Y Beta

Winner

BWZ

-0.00

EDOW

0.73

P/E Ratio

BWZ

N/A

EDOW

24.00

Forward P/E

BWZ

N/A

EDOW

20.11

PEG Ratio

BWZ

N/A

EDOW

0.65

5Y Dividends CAGR

Winner

BWZ

110.68%

EDOW

1.83%

5Y EPS CAGR

BWZ

N/A

EDOW

14.25%

Debt to Equity

BWZ

N/A

EDOW

-4.17%

P/S Ratio

BWZ

N/A

EDOW

2.89

P/B Ratio

BWZ

N/A

EDOW

5.50

BWZ vs EDOW - Historical Returns

Returns include dividend reinvestment.

Period	BWZ	EDOW
1 month	-0.04%	+3.51%
3 months	+0.49%	+7.02%
6 months	-0.25%	+7.55%
1 year	-0.67%	+20.91%
5 years(CAGR)	-1.76%	+9.70%
10 years(CAGR)	-0.47%	+11.41%
Max(CAGR)	-0.19%	+11.41%

BWZ

-0.04%

Winner

EDOW

+3.51%

BWZ

+0.49%

Winner

EDOW

+7.02%

BWZ

-0.25%

Winner

EDOW

+7.55%

BWZ

-0.67%

Winner

EDOW

+20.91%

5Y(CAGR)

BWZ

-1.76%

Winner

EDOW

+9.70%

10Y(CAGR)

BWZ

-0.47%

Winner

EDOW

+11.41%

Max(CAGR)

BWZ

-0.19%

Winner

EDOW

+11.41%

BWZ vs EDOW - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	BWZ	EDOW
2026	-0.03%	+7.21%
2025	+10.88%	+15.69%
2024	-4.53%	+12.96%
2023	+3.85%	+15.33%
2022	-10.17%	-8.20%
2021	-6.90%	+19.78%
2020	+6.74%	+5.39%
2019	+1.29%	+23.96%
2018	-3.82%	-2.03%
2017	+10.82%	+11.90%
2016	-1.22%	N/A
2015	-6.54%	N/A
2014	-9.36%	N/A
2013	-2.29%	N/A
2012	+2.23%	N/A
2011	-0.77%	N/A
2010	+0.98%	N/A
2009	+12.97%	N/A

BWZ vs EDOW Drawdown Comparison

The maximum drawdown for BWZ was -34.22%, occurring on Sep 27, 2022. This drawdown has not yet recovered.

The maximum drawdown for EDOW was -33.72%, occurring on Mar 23, 2020. Recovery took 193 trading sessions.

The current BWZ drawdown is -22.27%.

Rank	BWZ	EDOW
#1	-34.22% Aug 29, 2011 - Sep 27, 2022	-33.72% Feb 12, 2020 - Nov 16, 2020
#2	-13.70% Dec 1, 2009 - Nov 4, 2010	-21.98% Jan 4, 2022 - Dec 1, 2023
#3	-6.59% Nov 4, 2010 - Jan 26, 2011	-15.51% Feb 19, 2025 - Jun 27, 2025
#4	-5.56% Feb 9, 2009 - Mar 18, 2009	-15.49% Oct 2, 2018 - Mar 18, 2019
#5	-5.06% Jan 26, 2011 - Apr 26, 2011	-10.73% Jan 29, 2018 - Aug 27, 2018
#6	-3.58% May 2, 2011 - Jul 29, 2011	-8.73% Feb 6, 2026 - May 22, 2026
#7	-3.43% Jun 2, 2009 - Jul 20, 2009	-7.51% Jul 15, 2019 - Nov 1, 2019
#8	-2.51% Mar 19, 2009 - May 4, 2009	-6.65% Nov 8, 2021 - Dec 27, 2021
#9	-2.22% Oct 14, 2009 - Nov 11, 2009	-6.59% Jul 17, 2024 - Aug 29, 2024
#10	-2.20% Jul 29, 2011 - Aug 29, 2011	-6.32% Apr 23, 2019 - Jun 19, 2019
#11	-2.14% Sep 18, 2009 - Oct 14, 2009	-5.42% Dec 4, 2024 - Jan 28, 2025
#12	-1.88% Aug 4, 2009 - Aug 25, 2009	-5.05% Mar 28, 2024 - Jul 16, 2024
#13	-1.52% Feb 3, 2009 - Feb 9, 2009	-4.71% Aug 16, 2021 - Nov 2, 2021
#14	-1.10% May 22, 2009 - Jun 1, 2009	-4.23% Jan 21, 2021 - Feb 8, 2021
#15	-1.05% Nov 11, 2009 - Nov 25, 2009	-4.00% Nov 12, 2025 - Dec 3, 2025

Correlation

Correlation between BWZ and EDOW is -0.44 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.44

-101

Dividend Comparison (2009 - 2026)

BWZ vs EDOW dividend yield comparison.

Year	BWZ	EDOW
2026	0.86%	0.30%
2025	2.05%	1.31%
2024	2.47%	1.65%
2023	1.63%	1.93%
2022	0.44%	1.91%
2021	0.60%	1.52%
2020	0.13%	1.84%
2019	0.43%	1.88%
2018	1.10%	1.82%
2017	0.40%	0.75%
2016	0.13%	0.00%
2015	0.06%	0.00%
2014	0.19%	0.00%
2013	0.09%	0.00%
2012	0.01%	0.00%
2011	3.53%	0.00%
2010	0.19%	0.00%
2009	1.61%	0.00%