EDOW vs BWZ

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

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

EDOW vs BWZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

EDOW

$310M

Winner

BWZ

$312M

Expense Ratio

EDOW

0.50%

Winner

BWZ

0.35%

Max Drawdown

Winner

EDOW

33.72%

BWZ

38.33%

Sharpe Ratio

Winner

EDOW

1.32

BWZ

-0.55

5Y Beta

EDOW

0.73

Winner

BWZ

-0.00

P/E Ratio

EDOW

24.00

BWZ

N/A

Forward P/E

EDOW

20.11

BWZ

N/A

PEG Ratio

EDOW

0.65

BWZ

N/A

5Y Dividends CAGR

EDOW

1.83%

Winner

BWZ

110.68%

5Y EPS CAGR

EDOW

14.25%

BWZ

N/A

Debt to Equity

EDOW

-4.17%

BWZ

N/A

P/S Ratio

EDOW

2.89

BWZ

N/A

P/B Ratio

EDOW

5.50

BWZ

N/A

EDOW vs BWZ - Historical Returns

Returns include dividend reinvestment.

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

Winner

EDOW

+3.51%

BWZ

-0.04%

Winner

EDOW

+7.02%

BWZ

+0.49%

Winner

EDOW

+7.55%

BWZ

-0.25%

Winner

EDOW

+20.91%

BWZ

-0.67%

5Y(CAGR)

Winner

EDOW

+9.70%

BWZ

-1.76%

10Y(CAGR)

Winner

EDOW

+11.41%

BWZ

-0.47%

Max(CAGR)

Winner

EDOW

+11.41%

BWZ

-0.19%

EDOW vs BWZ - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

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

EDOW vs BWZ Drawdown Comparison

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

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

The current BWZ drawdown is -22.27%.

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

Correlation

Correlation between EDOW and BWZ 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)

EDOW vs BWZ dividend yield comparison.

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