DDIV vs COAL
Comparison between FIRST TRUST DORSEY WRIGHT MOMENTUM & DIVIDEND ETF (DDIV, ETF) and RANGE GLOBAL COAL INDEX ETF (COAL, ETF).
DDIV vs COAL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DDIV
$70M
Winner
COAL
$70M
Expense Ratio
Winner
DDIV
0.60%
COAL
0.85%
Max Drawdown
DDIV
47.56%
Winner
COAL
43.33%
Sharpe Ratio
DDIV
1.20
Winner
COAL
1.63
5Y Beta
DDIV
0.88
Winner
COAL
0.68
P/E Ratio
DDIV
18.45
COAL
N/A
Forward P/E
DDIV
13.80
COAL
N/A
PEG Ratio
DDIV
0.27
COAL
N/A
5Y Dividends CAGR
DDIV
4.75%
COAL
N/A
5Y EPS CAGR
DDIV
9.81%
COAL
N/A
Debt to Equity
DDIV
23.46%
COAL
N/A
P/S Ratio
DDIV
1.76
COAL
N/A
P/B Ratio
DDIV
2.27
COAL
N/A
DDIV vs COAL - Holdings Comparison
DDIV and COAL have 1 common holdings. Overlap is 0.00%
DDIV's top 25 holdings weight is 71.25%. COAL's top 25 holdings weight is 98.82%.
| Rank | DDIV | COAL |
|---|---|---|
| #1 | AGNC INVESTMENT CORP (AGNC) - 5.40% | WARRIOR MET COAL INC (HCC) - 11.20% |
| #2 | OMEGA HEALTHCARE INVESTORS INC (OHI) - 4.73% | YANCOAL AUSTRALIA LTD (n/a) - 8.01% |
| #3 | EDISON INTERNATIONAL (EIX) - 3.64% | ALPHA METALLURGICAL RESOURCES INC (AMR) - 7.73% |
| #4 | INVESCO LTD (IVZ) - 3.55% | WHITEHAVEN COAL LTD (n/a) - 6.45% |
| #5 | PHILIP MORRIS INTERNATIONAL INC (PM) - 3.40% | CORE NATURAL RESOURCES INC ORDINARY SHARES (CNR) - 5.85% |
| #6 | IRON MOUNTAIN INC (IRM) - 3.24% | BHP GROUP LTD ADR (BHP) - 4.97% |
| #7 | U.S. BANCORP (USB) - 3.13% | GLENCORE PLC (n/a) - 4.51% |
| #8 | HF SINCLAIR CORP (DINO) - 2.97% | NEW HOPE CORP LTD (n/a) - 4.47% |
| #9 | ANTERO MIDSTREAM CORP (AM) - 2.96% | STANMORE RESOURCES LTD (n/a) - 4.36% |
| #10 | AT&T INC (T) - 2.77% | ALLIANCE RESOURCE PARTNERS LP (ARLP) - 4.34% |
| #11 | WATSCO INC ORDINARY SHARES (WSO) - 2.76% | AURIZON HOLDINGS LTD (n/a) - 4.28% |
| #12 | KINDER MORGAN INC CLASS P (KMI) - 2.76% | NATURAL RESOURCES PARTNERS LP (NRP) - 4.22% |
| #13 | CHEVRON CORP (CVX) - 2.57% | EXXARO RESOURCES LTD (n/a) - 4.09% |
| #14 | ARCHER-DANIELS-MIDLAND CO (ADM) - 2.55% | PEABODY ENERGY CORP (BTU) - 3.48% |
| #15 | HASBRO INC (HAS) - 2.49% | MONGOLIAN MINING CORP (n/a) - 3.44% |
| #16 | OLD REPUBLIC INTERNATIONAL CORP (ORI) - 2.45% | RAMACO RESOURCES INC CLASS A (METC) - 3.12% |
| #17 | PHILLIPS 66 (PSX) - 2.36% | JASTRZEBSKA SPOLKA WEGLOWA SA (n/a) - 2.99% |
| #18 | MERCK & CO INC (MRK) - 2.30% | WESTSHORE TERMINALS INVESTMENT CORP (n/a) - 2.52% |
| #19 | WILLIAMS COMPANIES INC (WMB) - 2.27% | SUNCOKE ENERGY INC (SXC) - 2.29% |
| #20 | OLD NATIONAL BANCORP (ONB) - 2.27% | THUNGELA RESOURCES LTD ORDINARY SHARES (n/a) - 1.65% |
| #21 | DT MIDSTREAM INC ORDINARY SHARES (DTM) - 2.26% | HALLADOR ENERGY CO (HNRG) - 1.17% |
| #22 | PERMIAN RESOURCES CORP CLASS A (PR) - 2.23% | CASH (n/a) - 1.10% |
| #23 | MORGAN STANLEY (MS) - 2.14% | COLONIAL COAL INTERNATIONAL CORP (n/a) - 1.10% |
| #24 | VENTAS INC (VTR) - 2.05% | CORONADO GLOBAL RESOURCES INC CHESS DEPOSITORY INTEREST (n/a) - 1.01% |
| #25 | PACKAGING CORP OF AMERICA (PKG) - 2.00% | LW BOGDANKA SA (n/a) - 0.47% |
| Total Holdings | 52 | 34 |
DDIV vs COAL - Historical Returns
Returns include dividend reinvestment.
1M
DDIV
-1.63%
Winner
COAL
+3.33%
3M
Winner
DDIV
+7.36%
COAL
+6.38%
6M
DDIV
+8.79%
Winner
COAL
+20.25%
1Y
DDIV
+21.73%
Winner
COAL
+62.44%
5Y(CAGR)
DDIV
+9.43%
COAL
N/A
10Y(CAGR)
DDIV
+9.73%
COAL
N/A
Max(CAGR)
Winner
DDIV
+8.84%
COAL
+4.91%
DDIV vs COAL - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | DDIV | COAL |
|---|---|---|
| 2026 | +6.31% | +15.78% |
| 2025 | +11.50% | +12.04% |
| 2024 | +27.42% | -16.03% |
| 2023 | +11.52% | N/A |
| 2022 | -12.49% | N/A |
| 2021 | +42.71% | N/A |
| 2020 | -3.46% | N/A |
| 2019 | +31.83% | N/A |
| 2018 | -15.93% | N/A |
| 2017 | +10.82% | N/A |
| 2016 | +16.35% | N/A |
| 2015 | -8.48% | N/A |
| 2014 | +9.81% | N/A |
DDIV vs COAL Drawdown Comparison
The maximum drawdown for DDIV was -47.56%, occurring on Mar 23, 2020. Recovery took 247 trading sessions.
The maximum drawdown for COAL was -42.30%, occurring on Apr 7, 2025. Recovery took 381 trading sessions.
The current DDIV drawdown is -1.63%. The current COAL drawdown is -4.93%.
| Rank | DDIV | COAL |
|---|---|---|
| #1 | -47.56% Feb 20, 2020 - Feb 11, 2021 | -42.30% Jul 3, 2024 - Jan 9, 2026 |
| #2 | -22.88% Aug 21, 2018 - Jun 20, 2019 | -13.42% Mar 27, 2026 - May 19, 2026 |
| #3 | -21.11% Jan 13, 2022 - Mar 5, 2024 | -12.60% Feb 1, 2024 - Jun 3, 2024 |
| #4 | -18.96% Nov 26, 2024 - Sep 30, 2025 | -9.16% Jan 23, 2026 - Mar 19, 2026 |
| #5 | -17.47% Apr 23, 2015 - Jun 3, 2016 | -8.51% Jun 3, 2024 - Jul 3, 2024 |
| #6 | -11.31% Feb 9, 2026 - Apr 23, 2026 | -3.07% Mar 24, 2026 - Mar 27, 2026 |
| #7 | -11.13% Jun 8, 2021 - Oct 15, 2021 | -1.96% Mar 19, 2026 - Mar 24, 2026 |
| #8 | -7.88% Jul 22, 2016 - Dec 8, 2016 | -1.06% Jan 12, 2026 - Jan 14, 2026 |
| #9 | -7.81% Dec 18, 2017 - Aug 17, 2018 | -0.95% Jan 24, 2024 - Jan 29, 2024 |
| #10 | -7.69% Jul 31, 2024 - Aug 21, 2024 | -0.84% Jan 15, 2026 - Jan 21, 2026 |
| #11 | -6.54% Nov 15, 2021 - Dec 28, 2021 | -0.56% Jan 29, 2024 - Feb 1, 2024 |
| #12 | -6.33% Jul 1, 2014 - Nov 3, 2014 | N/A |
| #13 | -6.01% Mar 28, 2024 - May 15, 2024 | N/A |
| #14 | -5.70% Mar 15, 2021 - Apr 16, 2021 | N/A |
| #15 | -4.67% May 7, 2021 - May 17, 2021 | N/A |
Correlation
Correlation between DDIV and COAL is 0.30 which considered as a very weak or no correlation - the stocks move independently of each other.
0.30
-101
Dividend Comparison (2018 - 2026)
DDIV vs COAL dividend yield comparison.
| Year | DDIV | COAL |
|---|---|---|
| 2026 | 0.21% | 0.00% |
| 2025 | 1.94% | 2.63% |
| 2024 | 2.22% | 1.80% |
| 2023 | 3.18% | 0.00% |
| 2022 | 3.60% | 0.00% |
| 2021 | 2.43% | 0.00% |
| 2020 | 2.63% | 0.00% |
| 2019 | 2.93% | 0.00% |
| 2018 | 3.27% | 0.00% |
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