FCG vs IBTL

Comparison between FIRST TRUST NATURAL GAS ETF (FCG, ETF) and ISHARES IBONDS DEC 2031 TERM TREASURY ETF (IBTL, ETF).

5-Year PerformanceFCG has outperformed IBTL, delivering a return of +21.0% compared to -1.4%

FCG vs IBTL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FCG(ETF)	IBTL(ETF)
Net Assets	$651M	$651M
Expense Ratio	0.59%	0.07%
Max Drawdown	97.57%	24.74%
Sharpe Ratio	1.04	-0.63
5Y Beta	0.62	-0.01
P/E Ratio	18.47	N/A
Forward P/E	9.84	N/A
5Y Dividends CAGR	17.37%	N/A
P/S Ratio	2.01	N/A
P/B Ratio	1.49	N/A

Net Assets

Winner

FCG

$651M

IBTL

$651M

Expense Ratio

FCG

0.59%

Winner

IBTL

0.07%

Max Drawdown

FCG

97.57%

Winner

IBTL

24.74%

Sharpe Ratio

Winner

FCG

1.04

IBTL

-0.63

5Y Beta

FCG

0.62

Winner

IBTL

-0.01

P/E Ratio

FCG

18.47

IBTL

N/A

Forward P/E

FCG

9.84

IBTL

N/A

5Y Dividends CAGR

FCG

17.37%

IBTL

N/A

P/S Ratio

FCG

2.01

IBTL

N/A

P/B Ratio

FCG

1.49

IBTL

N/A

FCG vs IBTL - Historical Returns

Returns include dividend reinvestment.

Period	FCG	IBTL
1 month	+4.84%	+0.73%
3 months	+5.11%	+0.41%
6 months	+14.65%	-1.21%
1 year	+32.30%	+1.79%
5 years(CAGR)	+21.00%	-1.39%
10 years(CAGR)	+4.27%	N/A
Max(CAGR)	-4.52%	-1.39%

Winner

FCG

+4.84%

IBTL

+0.73%

Winner

FCG

+5.11%

IBTL

+0.41%

Winner

FCG

+14.65%

IBTL

-1.21%

Winner

FCG

+32.30%

IBTL

+1.79%

5Y(CAGR)

Winner

FCG

+21.00%

IBTL

-1.39%

10Y(CAGR)

FCG

+4.27%

IBTL

N/A

Max(CAGR)

FCG

-4.52%

Winner

IBTL

-1.39%

FCG vs IBTL - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	FCG	IBTL
2026	+29.47%	-0.01%
2025	-4.15%	+7.90%
2024	+3.63%	+0.67%
2023	+8.47%	+2.84%
2022	+41.72%	-15.60%
2021	+95.33%	-1.38%
2020	-22.08%	N/A
2019	-18.11%	N/A
2018	-36.53%	N/A
2017	-11.75%	N/A
2016	+17.98%	N/A
2015	-60.10%	N/A
2014	-41.72%	N/A
2013	+22.74%	N/A
2012	-16.57%	N/A
2011	-8.25%	N/A
2010	+6.38%	N/A
2009	+40.30%	N/A
2008	-48.08%	N/A
2007	+12.69%	N/A

FCG vs IBTL Drawdown Comparison

The maximum drawdown for FCG was -97.36%, occurring on Mar 23, 2020. This drawdown has not yet recovered.

The maximum drawdown for IBTL was -20.93%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

The current FCG drawdown is -74.93%. The current IBTL drawdown is -6.87%.

Rank	FCG	IBTL
#1	-97.36% Jun 18, 2008 - Mar 23, 2020	-20.93% Sep 1, 2021 - Oct 19, 2023
#2	-16.09% Jun 15, 2007 - Oct 12, 2007	N/A
#3	-11.85% Jan 14, 2008 - Feb 20, 2008	N/A
#4	-11.29% Nov 6, 2007 - Jan 14, 2008	N/A
#5	-11.01% Feb 28, 2008 - Apr 7, 2008	N/A
#6	-5.88% May 20, 2008 - Jun 9, 2008	N/A
#7	-5.70% Apr 21, 2008 - May 6, 2008	N/A
#8	-4.23% Oct 18, 2007 - Oct 26, 2007	N/A
#9	-4.03% Jun 4, 2007 - Jun 15, 2007	N/A
#10	-2.43% Jun 9, 2008 - Jun 17, 2008	N/A
#11	-2.25% Feb 20, 2008 - Feb 25, 2008	N/A
#12	-2.23% May 22, 2007 - May 30, 2007	N/A
#13	-1.59% Oct 31, 2007 - Nov 6, 2007	N/A
#14	-1.38% Oct 29, 2007 - Oct 31, 2007	N/A
#15	-1.37% Apr 16, 2008 - Apr 18, 2008	N/A

Correlation

Correlation between FCG and IBTL is -0.30 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.30

-101

Dividend Comparison (2007 - 2026)

FCG vs IBTL dividend yield comparison.

Year	FCG	IBTL
2026	0.98%	2.26%
2025	2.86%	3.93%
2024	2.76%	4.07%
2023	3.25%	3.04%
2022	3.04%	2.36%
2021	1.73%	0.70%
2020	3.82%	0.00%
2019	2.87%	0.00%
2018	1.46%	0.00%
2017	1.56%	0.00%
2016	1.36%	0.00%
2015	0.96%	0.00%
2014	0.27%	0.00%
2013	0.07%	0.00%
2012	0.08%	0.00%
2011	0.08%	0.00%
2010	0.05%	0.00%
2009	0.08%	0.00%
2008	0.25%	0.00%
2007	0.02%	0.00%