FDD vs BSJQ
Comparison between FIRST TRUST STOXX EUROPEAN SELECT DIVIDEND INDEX FUND (FDD, ETF) and INVESCO BULLETSHARES 2026 HIGH YIELD CORPORATE BOND ETF (BSJQ, ETF).
5-Year PerformanceFDD has outperformed BSJQ, delivering a return of +13.3% compared to +3.8%
FDD vs BSJQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
FDD
$887M
BSJQ
$882M
Expense Ratio
FDD
0.56%
Winner
BSJQ
0.43%
Max Drawdown
FDD
76.57%
Winner
BSJQ
24.95%
Sharpe Ratio
Winner
FDD
1.61
BSJQ
-0.15
5Y Beta
FDD
0.64
Winner
BSJQ
0.12
5Y Dividends CAGR
Winner
FDD
11.06%
BSJQ
3.20%
FDD vs BSJQ - Holdings Comparison
FDD and BSJQ have 1 common holdings. Overlap is 0.00%
FDD's top 25 holdings weight is 88.86%. BSJQ's top 25 holdings weight is 90.40%.
| Rank | FDD | BSJQ |
|---|---|---|
| #1 | LEGAL & GENERAL GROUP PLC (n/a) - 6.15% | INVESCO SHRT-TRM INV GOV&AGCY INSTL (AGPXX) - 39.32% |
| #2 | TAYLOR WIMPEY PLC (n/a) - 4.51% | DISH DBS CORPORATION 5.25% (n/a) - 5.24% |
| #3 | B&M EUROPEAN VALUE RETAIL PLC (n/a) - 4.39% | NCR ATLEOS CORP. 9.5% (n/a) - 4.05% |
| #4 | AEGON LTD (n/a) - 4.38% | ALTICE FRANCE SAS 9.5% (n/a) - 4.00% |
| #5 | TELEPERFORMANCE SE (n/a) - 4.32% | WESCO DISTRIBUTION, INC. 7.25% (n/a) - 3.59% |
| #6 | AKER BP ASA (n/a) - 4.27% | IQVIA INC 5% (n/a) - 2.84% |
| #7 | INVESTEC PLC (n/a) - 4.00% | LIFEPOINT HEALTH, INC 9.875% (n/a) - 2.29% |
| #8 | ABN AMRO BANK NV (n/a) - 3.98% | EG GLOBAL FINANCE PLC 12% (n/a) - 2.29% |
| #9 | NATWEST GROUP PLC (n/a) - 3.92% | WINDSOR HOLDINGS III LLC 8.5% (n/a) - 2.26% |
| #10 | SIGNIFY NV (n/a) - 3.68% | VIKING CRUISES, LTD. 9.125% (n/a) - 2.15% |
| #11 | ASR NEDERLAND NV (n/a) - 3.54% | BOMBARDIER INC. 8.75% (n/a) - 2.15% |
| #12 | NN GROUP NV (n/a) - 3.53% | ALLWYN ENTERTAINMENT FINANCING (UK) PLC 7.875% (n/a) - 1.85% |
| #13 | POSTE ITALIANE SPA (n/a) - 3.23% | ARETEC ESCROW ISSUER 2 INC. 10% (n/a) - 1.81% |
| #14 | HSBC HOLDINGS PLC (n/a) - 3.22% | UNDER ARMOUR, INC. 3.25% (n/a) - 1.73% |
| #15 | BNP PARIBAS ACT. CAT.A (n/a) - 3.11% | BUCKEYE PARTNERS LP 3.95% (n/a) - 1.62% |
| #16 | CREDIT AGRICOLE SA (n/a) - 3.08% | CALDERYS FINANCING LLC 11.25% (n/a) - 1.60% |
| #17 | COVIVIO SA (n/a) - 3.04% | FREEDOM MORTGAGE CORPORATION 12.25% (n/a) - 1.46% |
| #18 | AXA SA (n/a) - 3.04% | BATH & BODY WORKS INC 7.5% (n/a) - 1.39% |
| #19 | ORLEN SA (n/a) - 3.01% | NAVIENT CORPORATION 6.75% (n/a) - 1.36% |
| #20 | SCOR SE ACT. PROV. REGPT. (n/a) - 3.00% | RLJ LODGING TRUST LP 3.75% (n/a) - 1.35% |
| #21 | ING GROEP NV (n/a) - 2.95% | SIRIUS XM RADIO LLC 3.125% (n/a) - 1.35% |
| #22 | AGEAS SA/ NV (n/a) - 2.91% | CUSHMAN & WAKEFIELD U S BORROWER LLC 8.875% (n/a) - 1.20% |
| #23 | RIO TINTO PLC ORDINARY SHARES (n/a) - 2.57% | HUGHES SATELLITE SYSTEMS CORPORATION 5.25% (n/a) - 1.18% |
| #24 | RUBIS SCA SHS FROM SPLIT (n/a) - 2.56% | TEAM HEALTH HOLDINGS INC. 8.375% (n/a) - 1.17% |
| #25 | ALLIANZ SE (n/a) - 2.47% | STARWOOD PROPERTY TRUST, INC. 3.625% (n/a) - 1.15% |
| Total Holdings | 34 | 39 |
FDD vs BSJQ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FDD
+6.12%
BSJQ
+0.35%
3M
Winner
FDD
+6.43%
BSJQ
+0.21%
6M
Winner
FDD
+12.37%
BSJQ
+0.97%
1Y
Winner
FDD
+32.02%
BSJQ
+3.76%
5Y(CAGR)
Winner
FDD
+13.30%
BSJQ
+3.81%
10Y(CAGR)
Winner
FDD
+10.95%
BSJQ
+4.50%
Max(CAGR)
FDD
+2.91%
Winner
BSJQ
+4.50%
FDD vs BSJQ - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | FDD | BSJQ |
|---|---|---|
| 2026 | +18.87% | +1.57% |
| 2025 | +63.19% | +6.40% |
| 2024 | +0.98% | +7.53% |
| 2023 | +11.77% | +9.76% |
| 2022 | -16.60% | -7.27% |
| 2021 | +14.76% | +4.74% |
| 2020 | -4.96% | +2.56% |
| 2019 | +24.34% | +16.91% |
| 2018 | -9.47% | -4.07% |
| 2017 | +18.18% | N/A |
| 2016 | +3.66% | N/A |
| 2015 | -2.13% | N/A |
| 2014 | -0.26% | N/A |
| 2013 | +17.15% | N/A |
| 2012 | +9.83% | N/A |
| 2011 | -9.86% | N/A |
| 2010 | -1.26% | N/A |
| 2009 | +31.14% | N/A |
| 2008 | -60.17% | N/A |
| 2007 | +1.65% | N/A |
FDD vs BSJQ Drawdown Comparison
The maximum drawdown for FDD was -74.73%, occurring on Mar 9, 2009. Recovery took 4371 trading sessions.
The maximum drawdown for BSJQ was -24.12%, occurring on Mar 23, 2020. Recovery took 194 trading sessions.
The current FDD drawdown is -0.73%.
| Rank | FDD | BSJQ |
|---|---|---|
| #1 | -74.73% Oct 31, 2007 - Mar 18, 2025 | -24.12% Feb 14, 2020 - Nov 19, 2020 |
| #2 | -12.90% Mar 18, 2025 - Apr 22, 2025 | -11.95% Dec 28, 2021 - Dec 1, 2023 |
| #3 | -9.39% Feb 26, 2026 - Apr 13, 2026 | -7.44% Sep 28, 2018 - Feb 4, 2019 |
| #4 | -5.39% Jul 23, 2025 - Aug 12, 2025 | -2.66% Feb 26, 2025 - Apr 25, 2025 |
| #5 | -5.18% Sep 4, 2007 - Sep 27, 2007 | -1.83% Nov 5, 2021 - Dec 22, 2021 |
| #6 | -5.10% Aug 22, 2025 - Nov 11, 2025 | -1.82% May 6, 2019 - Jun 11, 2019 |
| #7 | -4.87% Nov 13, 2025 - Dec 2, 2025 | -1.75% Jul 26, 2019 - Aug 26, 2019 |
| #8 | -4.69% Oct 9, 2007 - Oct 29, 2007 | -1.53% Jan 16, 2020 - Feb 12, 2020 |
| #9 | -4.15% May 26, 2026 - Jul 22, 2026 | -1.26% Feb 12, 2021 - Apr 1, 2021 |
| #10 | -3.62% Apr 17, 2026 - May 6, 2026 | -1.08% Mar 21, 2024 - Apr 29, 2024 |
| #11 | -2.47% Jul 9, 2025 - Jul 22, 2025 | -1.04% Sep 23, 2019 - Oct 18, 2019 |
| #12 | -2.43% Jan 29, 2026 - Feb 9, 2026 | -0.98% Sep 16, 2021 - Nov 5, 2021 |
| #13 | -1.88% Oct 5, 2007 - Oct 9, 2007 | -0.93% Jul 3, 2019 - Jul 26, 2019 |
| #14 | -1.70% Feb 9, 2026 - Feb 20, 2026 | -0.92% Dec 27, 2023 - Jan 25, 2024 |
| #15 | -1.57% Oct 1, 2007 - Oct 5, 2007 | -0.92% Jul 6, 2021 - Aug 27, 2021 |
Correlation
Correlation between FDD and BSJQ is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2007 - 2026)
FDD vs BSJQ dividend yield comparison.
| Year | FDD | BSJQ |
|---|---|---|
| 2026 | 3.13% | 3.23% |
| 2025 | 3.99% | 6.10% |
| 2024 | 7.65% | 6.58% |
| 2023 | 6.85% | 6.58% |
| 2022 | 6.07% | 5.58% |
| 2021 | 3.44% | 4.27% |
| 2020 | 4.01% | 4.64% |
| 2019 | 4.69% | 4.59% |
| 2018 | 5.05% | 2.39% |
| 2017 | 2.78% | 0.00% |
| 2016 | 4.88% | 0.00% |
| 2015 | 4.35% | 0.00% |
| 2014 | 4.30% | 0.00% |
| 2013 | 3.62% | 0.00% |
| 2012 | 4.96% | 0.00% |
| 2011 | 5.58% | 0.00% |
| 2010 | 4.10% | 0.00% |
| 2009 | 3.54% | 0.00% |
| 2008 | 10.79% | 0.00% |
| 2007 | 0.80% | 0.00% |
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