DALI vs CSHP
Comparison between FIRST TRUST DORSEY WRIGHT DALI EQUITY ETF (DALI, ETF) and Enhanced Short-Term Bond ETF (CSHP, ETF).
DALI vs CSHP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DALI
$106M
Winner
CSHP
$106M
Expense Ratio
DALI
0.91%
Winner
CSHP
0.20%
Max Drawdown
DALI
36.06%
Winner
CSHP
1.81%
Sharpe Ratio
Winner
DALI
0.14
CSHP
-0.23
5Y Beta
DALI
1.12
Winner
CSHP
0.00
5Y Dividends CAGR
DALI
7.61%
CSHP
N/A
DALI vs CSHP - Historical Returns
Returns include dividend reinvestment.
1M
DALI
-3.92%
Winner
CSHP
+0.15%
3M
DALI
-5.33%
Winner
CSHP
+0.70%
6M
DALI
-6.44%
Winner
CSHP
+1.72%
1Y
Winner
DALI
+4.93%
CSHP
+3.66%
5Y(CAGR)
DALI
+3.23%
CSHP
N/A
10Y(CAGR)
DALI
+5.27%
CSHP
N/A
Max(CAGR)
Winner
DALI
+5.27%
CSHP
+4.14%
DALI vs CSHP - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | DALI | CSHP |
|---|---|---|
| 2026 | -2.62% | +1.91% |
| 2025 | +11.89% | +4.10% |
| 2024 | +20.16% | +2.24% |
| 2023 | -7.34% | N/A |
| 2022 | -8.39% | N/A |
| 2021 | +24.04% | N/A |
| 2020 | +4.46% | N/A |
| 2019 | +25.32% | N/A |
| 2018 | -14.81% | N/A |
DALI vs CSHP Drawdown Comparison
The maximum drawdown for DALI was -36.06%, occurring on Mar 23, 2020. Recovery took 224 trading sessions.
The maximum drawdown for CSHP was -0.39%, occurring on Jul 20, 2026. This drawdown has not yet recovered.
The current DALI drawdown is -9.55%. The current CSHP drawdown is -0.22%.
| Rank | DALI | CSHP |
|---|---|---|
| #1 | -36.06% Feb 19, 2020 - Jan 7, 2021 | -0.39% Jul 15, 2026 - Jul 20, 2026 |
| #2 | -26.27% Mar 8, 2022 - Oct 24, 2025 | -0.23% Jul 9, 2026 - Jul 15, 2026 |
| #3 | -25.44% Aug 29, 2018 - Jan 9, 2020 | -0.21% Jul 6, 2026 - Jul 8, 2026 |
| #4 | -15.21% Nov 16, 2021 - Mar 7, 2022 | -0.08% Jun 18, 2026 - Jun 29, 2026 |
| #5 | -12.54% Jan 22, 2026 - May 6, 2026 | -0.08% Mar 7, 2025 - Mar 14, 2025 |
| #6 | -10.47% May 11, 2026 - Jul 20, 2026 | -0.07% Apr 2, 2025 - Apr 8, 2025 |
| #7 | -8.60% Feb 12, 2021 - Apr 9, 2021 | -0.06% Mar 10, 2026 - Mar 13, 2026 |
| #8 | -7.62% Oct 27, 2025 - Dec 10, 2025 | -0.06% Jun 10, 2026 - Jun 16, 2026 |
| #9 | -6.70% Apr 27, 2021 - Jun 8, 2021 | -0.05% Jun 29, 2026 - Jul 2, 2026 |
| #10 | -5.56% Sep 3, 2021 - Oct 21, 2021 | -0.05% Nov 24, 2025 - Dec 2, 2025 |
| #11 | -5.27% Jan 22, 2021 - Feb 5, 2021 | -0.05% Mar 5, 2025 - Mar 7, 2025 |
| #12 | -5.14% Jun 20, 2018 - Aug 21, 2018 | -0.05% Dec 13, 2024 - Dec 18, 2024 |
| #13 | -4.99% Jun 29, 2021 - Jul 29, 2021 | -0.05% Jan 24, 2025 - Jan 31, 2025 |
| #14 | -3.86% Dec 11, 2025 - Dec 24, 2025 | -0.05% Apr 28, 2025 - May 2, 2025 |
| #15 | -3.37% Aug 12, 2021 - Aug 25, 2021 | -0.05% Apr 21, 2025 - Apr 24, 2025 |
Correlation
Correlation between DALI and CSHP is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
0.85
-101
Dividend Comparison (2018 - 2026)
DALI vs CSHP dividend yield comparison.
| Year | DALI | CSHP |
|---|---|---|
| 2026 | 0.95% | 1.71% |
| 2025 | 0.38% | 5.39% |
| 2024 | 0.18% | 1.96% |
| 2023 | 3.42% | 0.00% |
| 2022 | 0.50% | 0.00% |
| 2021 | 0.11% | 0.00% |
| 2020 | 1.25% | 0.00% |
| 2019 | 0.45% | 0.00% |
| 2018 | 0.17% | 0.00% |
Select Stocks to Compare
Popular: DALI vs SPYCSHP vs SPY
More Comparisons
Compare with similar stocks