DULL vs FTBI
Comparison between Bank of Montreal (DULL, ETF) and FIRST TRUST BALANCED INCOME ETF (FTBI, ETF).
DULL vs FTBI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
DULL
$21M
FTBI
$21M
Expense Ratio
DULL
N/A
FTBI
0.97%
Max Drawdown
DULL
98.46%
Winner
FTBI
6.42%
Sharpe Ratio
DULL
-0.84
Winner
FTBI
1.26
5Y Beta
Winner
DULL
-0.69
FTBI
0.51
DULL vs FTBI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DULL
+5.64%
FTBI
-0.32%
3M
Winner
DULL
+40.13%
FTBI
+2.09%
6M
Winner
DULL
+21.48%
FTBI
+4.11%
1Y
DULL
-60.93%
Winner
FTBI
+13.62%
10Y(CAGR)
DULL
-24.84%
FTBI
N/A
Max(CAGR)
DULL
-24.84%
Winner
FTBI
+15.83%
DULL vs FTBI - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | DULL | FTBI |
|---|---|---|
| 2026 | -12.92% | +5.60% |
| 2025 | -79.77% | +11.78% |
| 2024 | -52.06% | N/A |
| 2023 | -29.56% | N/A |
| 2017 | -23.20% | N/A |
| 2016 | +54.90% | N/A |
DULL vs FTBI Drawdown Comparison
The maximum drawdown for DULL was -98.42%, occurring on Mar 2, 2026. This drawdown has not yet recovered.
The maximum drawdown for FTBI was -5.33%, occurring on Mar 30, 2026. Recovery took 36 trading sessions.
The current DULL drawdown is -96.96%. The current FTBI drawdown is -0.88%.
| Rank | DULL | FTBI |
|---|---|---|
| #1 | -98.42% Dec 22, 2016 - Mar 2, 2026 | -5.33% Feb 25, 2026 - Apr 17, 2026 |
| #2 | -24.30% Oct 11, 2016 - Nov 11, 2016 | -2.56% Jun 2, 2026 - Jul 6, 2026 |
| #3 | -16.49% Sep 16, 2016 - Oct 4, 2016 | -2.52% Nov 12, 2025 - Nov 26, 2025 |
| #4 | -11.71% Nov 18, 2016 - Dec 15, 2016 | -1.58% May 6, 2026 - May 22, 2026 |
| #5 | -8.01% Nov 11, 2016 - Nov 18, 2016 | -1.47% Oct 8, 2025 - Oct 20, 2025 |
| #6 | -2.18% Oct 6, 2016 - Oct 11, 2016 | -1.42% Jul 6, 2026 - Jul 20, 2026 |
| #7 | N/A | -1.34% Jan 29, 2026 - Feb 6, 2026 |
| #8 | N/A | -1.22% Dec 11, 2025 - Dec 23, 2025 |
| #9 | N/A | -1.00% Jan 15, 2026 - Jan 22, 2026 |
| #10 | N/A | -0.99% Jul 22, 2025 - Aug 8, 2025 |
| #11 | N/A | -0.98% Feb 10, 2026 - Feb 25, 2026 |
| #12 | N/A | -0.98% Oct 27, 2025 - Nov 12, 2025 |
| #13 | N/A | -0.98% Oct 21, 2025 - Oct 27, 2025 |
| #14 | N/A | -0.91% Dec 26, 2025 - Jan 5, 2026 |
| #15 | N/A | -0.86% Aug 13, 2025 - Aug 22, 2025 |
Correlation
Correlation between DULL and FTBI is -0.90 which considered as a very strong negative correlation - the stocks move almost identically in opposite directions.
-0.90
-101
Dividend Comparison (2016 - 2026)
DULL vs FTBI dividend yield comparison.
| Year | DULL | FTBI |
|---|---|---|
| 2026 | 0.00% | 4.61% |
| 2025 | 0.00% | 4.76% |
| 2016 | 8.40% | 0.00% |
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