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EUFN vs TDIV

Comparison between ISHARES MSCI EUROPE FINANCIALS ETF (EUFN, ETF) and FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND (TDIV, ETF).

5-Year PerformanceEUFN has outperformed TDIV, delivering a return of +22.0% compared to +16.8%

EUFN vs TDIV - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
EUFN
$4.20B
TDIV
$4.20B
Expense Ratio
Winner
EUFN
0.49%
TDIV
0.50%
Max Drawdown
EUFN
59.14%
Winner
TDIV
33.00%
Sharpe Ratio
Winner
EUFN
1.14
TDIV
1.10
5Y Beta
Winner
EUFN
0.83
TDIV
1.18
P/E Ratio
EUFN
N/A
TDIV
23.54
Forward P/E
EUFN
N/A
TDIV
18.24
PEG Ratio
EUFN
N/A
TDIV
0.47
5Y Dividends CAGR
Winner
EUFN
30.11%
TDIV
7.97%
5Y EPS CAGR
EUFN
N/A
TDIV
14.99%
P/S Ratio
EUFN
N/A
TDIV
0.09
P/B Ratio
EUFN
N/A
TDIV
4.57

EUFN vs TDIV - Historical Returns

Returns include dividend reinvestment.

1M
Winner
EUFN
+4.71%
TDIV
+4.69%
3M
Winner
EUFN
+12.95%
TDIV
+1.69%
6M
EUFN
+14.68%
Winner
TDIV
+16.60%
1Y
Winner
EUFN
+28.45%
TDIV
+28.19%
5Y(CAGR)
Winner
EUFN
+21.97%
TDIV
+16.83%
10Y(CAGR)
EUFN
+14.42%
Winner
TDIV
+17.22%
Max(CAGR)
EUFN
+7.84%
Winner
TDIV
+15.88%

EUFN vs TDIV - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

YearEUFNTDIV
2026+15.87%+18.74%
2025+67.60%+25.23%
2024+18.14%+26.42%
2023+24.26%+36.86%
2022-9.61%-23.15%
2021+19.77%+31.03%
2020-9.99%+15.75%
2019+21.29%+32.74%
2018-23.77%-4.28%
2017+24.49%+20.89%
2016-0.66%+21.22%
2015-4.80%-6.34%
2014-7.21%+17.17%
2013+26.80%+26.27%
2012+31.10%-2.06%
2011-27.56%N/A
2010-3.91%N/A

EUFN vs TDIV Drawdown Comparison

The maximum drawdown for EUFN was -53.26%, occurring on Mar 18, 2020. Recovery took 1472 trading sessions.

The maximum drawdown for TDIV was -31.97%, occurring on Oct 12, 2022. Recovery took 486 trading sessions.

The current EUFN drawdown is -0.80%. The current TDIV drawdown is -10.35%.

RankEUFNTDIV
#1-53.26%
Jan 26, 2018 - Dec 1, 2023
-31.97%
Jan 4, 2022 - Dec 11, 2023
#2-43.38%
Apr 29, 2011 - Sep 18, 2013
-31.59%
Feb 12, 2020 - Aug 28, 2020
#3-39.47%
Jun 6, 2014 - Aug 1, 2017
-23.00%
Feb 20, 2025 - Jun 5, 2025
#4-27.21%
Apr 13, 2010 - Nov 4, 2010
-18.49%
Oct 3, 2018 - Mar 15, 2019
#5-17.18%
Nov 4, 2010 - Feb 1, 2011
-18.41%
Feb 24, 2015 - Jul 12, 2016
#6-15.95%
Mar 18, 2025 - Apr 24, 2025
-16.34%
Jun 2, 2026 - Jul 29, 2026
#7-14.77%
Feb 2, 2026 - Apr 17, 2026
-12.13%
Apr 23, 2019 - Jul 23, 2019
#8-11.87%
Feb 17, 2011 - Apr 27, 2011
-11.43%
Jul 16, 2024 - Sep 24, 2024
#9-9.82%
Jan 15, 2014 - Jun 5, 2014
-10.72%
Oct 28, 2025 - Apr 16, 2026
#10-9.16%
Feb 3, 2010 - Mar 19, 2010
-10.54%
Sep 2, 2020 - Nov 16, 2020
#11-8.12%
Jun 3, 2024 - Aug 19, 2024
-10.17%
Jan 26, 2018 - Mar 9, 2018
#12-6.88%
Sep 26, 2024 - Jan 21, 2025
-9.71%
Sep 14, 2012 - Jan 14, 2013
#13-6.81%
Nov 12, 2025 - Dec 10, 2025
-9.36%
Sep 18, 2014 - Nov 18, 2014
#14-6.20%
Oct 22, 2013 - Dec 26, 2013
-8.90%
Jul 24, 2019 - Oct 28, 2019
#15-5.94%
Aug 7, 2017 - Jan 2, 2018
-8.25%
Mar 12, 2018 - Aug 24, 2018

Correlation

Correlation between EUFN and TDIV is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89
-101

Dividend Comparison (2010 - 2026)

EUFN vs TDIV dividend yield comparison.

YearEUFNTDIV
20262.69%0.64%
20253.57%1.40%
20245.36%1.59%
20235.00%1.74%
20224.24%2.51%
20214.15%1.76%
20201.38%2.07%
20194.55%2.27%
20186.48%2.97%
20173.04%2.27%
20164.03%2.45%
20153.65%2.52%
20143.35%2.80%
20131.59%2.31%
20122.91%1.04%
20113.88%0.00%
20101.80%0.00%

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