EDOW vs IGHG

Comparison between FIRST TRUST DOW 30 EQUAL WEIGHT ETF (EDOW, ETF) and PROSHARES INVESTMENT GRADE-INTEREST RATE HEDGED (IGHG, ETF).

5-Year PerformanceEDOW has outperformed IGHG, delivering a return of +9.7% compared to +5.1%

EDOW vs IGHG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EDOW(ETF)	IGHG(ETF)
Net Assets	$310M	$309M
Expense Ratio	0.50%	0.30%
Max Drawdown	33.72%	30.24%
Sharpe Ratio	1.32	0.66
5Y Beta	0.73	0.13
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%	15.89%
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

Winner

EDOW

$310M

IGHG

$309M

Expense Ratio

EDOW

0.50%

Winner

IGHG

0.30%

Max Drawdown

EDOW

33.72%

Winner

IGHG

30.24%

Sharpe Ratio

Winner

EDOW

1.32

IGHG

0.66

5Y Beta

EDOW

0.73

Winner

IGHG

0.13

P/E Ratio

EDOW

24.00

IGHG

N/A

Forward P/E

EDOW

20.11

IGHG

N/A

PEG Ratio

EDOW

0.65

IGHG

N/A

5Y Dividends CAGR

EDOW

1.83%

Winner

IGHG

15.89%

5Y EPS CAGR

EDOW

14.25%

IGHG

N/A

Debt to Equity

EDOW

-4.17%

IGHG

N/A

P/S Ratio

EDOW

2.89

IGHG

N/A

P/B Ratio

EDOW

5.50

IGHG

N/A

EDOW vs IGHG - Historical Returns

Returns include dividend reinvestment.

Period	EDOW	IGHG
1 month	+3.51%	+0.09%
3 months	+7.02%	+2.84%
6 months	+7.55%	+2.05%
1 year	+20.91%	+5.64%
5 years(CAGR)	+9.70%	+5.08%
10 years(CAGR)	+11.41%	+4.82%
Max(CAGR)	+11.41%	+3.73%

Winner

EDOW

+3.51%

IGHG

+0.09%

Winner

EDOW

+7.02%

IGHG

+2.84%

Winner

EDOW

+7.55%

IGHG

+2.05%

Winner

EDOW

+20.91%

IGHG

+5.64%

5Y(CAGR)

Winner

EDOW

+9.70%

IGHG

+5.08%

10Y(CAGR)

Winner

EDOW

+11.41%

IGHG

+4.82%

Max(CAGR)

Winner

EDOW

+11.41%

IGHG

+3.73%

EDOW vs IGHG - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	EDOW	IGHG
2026	+7.21%	+1.78%
2025	+15.69%	+5.76%
2024	+12.96%	+9.63%
2023	+15.33%	+11.70%
2022	-8.20%	-1.31%
2021	+19.78%	+1.33%
2020	+5.39%	+1.07%
2019	+23.96%	+12.91%
2018	-2.03%	-4.17%
2017	+11.90%	+4.59%
2016	N/A	+8.86%
2015	N/A	-1.46%
2014	N/A	-2.34%
2013	N/A	+2.68%

EDOW vs IGHG Drawdown Comparison

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

The maximum drawdown for IGHG was -25.16%, occurring on Mar 20, 2020. Recovery took 218 trading sessions.

The current IGHG drawdown is -0.31%.

Rank	EDOW	IGHG
#1	-33.72% Feb 12, 2020 - Nov 16, 2020	-25.16% Jan 22, 2020 - Dec 1, 2020
#2	-21.98% Jan 4, 2022 - Dec 1, 2023	-11.69% Jun 19, 2014 - Dec 7, 2016
#3	-15.51% Feb 19, 2025 - Jun 27, 2025	-8.75% Sep 29, 2021 - Jun 7, 2023
#4	-15.49% Oct 2, 2018 - Mar 18, 2019	-7.16% Feb 1, 2018 - Apr 12, 2019
#5	-10.73% Jan 29, 2018 - Aug 27, 2018	-3.73% Jan 27, 2025 - May 16, 2025
#6	-8.73% Feb 6, 2026 - May 22, 2026	-2.63% Jul 12, 2024 - Aug 23, 2024
#7	-7.51% Jul 15, 2019 - Nov 1, 2019	-2.61% Jul 26, 2019 - Oct 21, 2019
#8	-6.65% Nov 8, 2021 - Dec 27, 2021	-2.37% Apr 22, 2019 - Jun 21, 2019
#9	-6.59% Jul 17, 2024 - Aug 29, 2024	-1.86% Jan 3, 2014 - Feb 28, 2014
#10	-6.32% Apr 23, 2019 - Jun 19, 2019	-1.78% Jun 25, 2021 - Sep 27, 2021
#11	-5.42% Dec 4, 2024 - Jan 28, 2025	-1.75% Feb 2, 2026 - Apr 13, 2026
#12	-5.05% Mar 28, 2024 - Jul 16, 2024	-1.61% Mar 31, 2021 - Jun 16, 2021
#13	-4.71% Aug 16, 2021 - Nov 2, 2021	-1.48% Apr 9, 2014 - Jun 19, 2014
#14	-4.23% Jan 21, 2021 - Feb 8, 2021	-1.44% Mar 1, 2021 - Mar 31, 2021
#15	-4.00% Nov 12, 2025 - Dec 3, 2025	-1.42% Oct 27, 2017 - Dec 15, 2017

Correlation

Correlation between EDOW and IGHG is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

Dividend Comparison (2013 - 2026)

EDOW vs IGHG dividend yield comparison.

Year	EDOW	IGHG
2026	0.30%	2.13%
2025	1.31%	5.14%
2024	1.65%	5.06%
2023	1.93%	4.99%
2022	1.91%	3.55%
2021	1.52%	2.50%
2020	1.84%	2.79%
2019	1.88%	3.48%
2018	1.82%	4.13%
2017	0.75%	3.36%
2016	0.00%	3.37%
2015	0.00%	3.65%
2014	0.00%	3.58%
2013	0.00%	0.55%