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FDD vs SPY

Comparison between FIRST TRUST STOXX EUROPEAN SELECT DIVIDEND INDEX FUND (FDD, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed FDD, delivering a return of +13.0% compared to +12.4%

FDD vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
FDD
$821M
Winner
SPY
$781B
Expense Ratio
FDD
0.56%
Winner
SPY
0.09%
Max Drawdown
FDD
76.57%
Winner
SPY
56.47%
Sharpe Ratio
Winner
FDD
1.55
SPY
1.25
5Y Beta
Winner
FDD
0.64
SPY
1.00
P/E Ratio
FDD
N/A
SPY
28.78
Forward P/E
FDD
N/A
SPY
21.23
5Y Dividends CAGR
Winner
FDD
11.06%
SPY
6.00%
5Y EPS CAGR
FDD
N/A
SPY
25.62%
Debt to Equity
FDD
N/A
SPY
31.92%
P/S Ratio
FDD
N/A
SPY
3.76
P/B Ratio
FDD
N/A
SPY
5.64

FDD vs SPY - Holdings Comparison

FDD and SPY have 1 common holdings. Overlap is 0.00%

FDD's top 25 holdings weight is 88.72%. SPY's top 25 holdings weight is 51.74%.

RankFDDSPY
#1
LEGAL & GENERAL GROUP PLC (n/a) - 6.20%
NVIDIA CORP (NVDA) - 7.89%
#2
TAYLOR WIMPEY PLC (n/a) - 4.65%
APPLE INC (AAPL) - 7.37%
#3
TELEPERFORMANCE SE (n/a) - 4.47%
MICROSOFT CORP (MSFT) - 4.50%
#4
AEGON LTD (n/a) - 4.38%
AMAZON.COM INC (AMZN) - 3.82%
#5
AKER BP ASA (n/a) - 4.11%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
B&M EUROPEAN VALUE RETAIL PLC (n/a) - 4.07%
BROADCOM INC (AVGO) - 2.86%
#7
ABN AMRO BANK NV (n/a) - 4.06%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
INVESTEC PLC (n/a) - 3.96%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
NATWEST GROUP PLC (n/a) - 3.89%
TESLA INC (TSLA) - 1.70%
#10
SIGNIFY NV (n/a) - 3.77%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
ASR NEDERLAND NV (n/a) - 3.53%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
NN GROUP NV (n/a) - 3.50%
ELI LILLY AND CO (LLY) - 1.40%
#13
POSTE ITALIANE SPA (n/a) - 3.37%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
HSBC HOLDINGS PLC (n/a) - 3.17%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
CREDIT AGRICOLE SA (n/a) - 3.05%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
BNP PARIBAS ACT. CAT.A (n/a) - 3.05%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
AXA SA (n/a) - 3.03%
VISA INC CLASS A (V) - 0.90%
#18
COVIVIO SA (n/a) - 3.02%
WALMART INC (WMT) - 0.76%
#19
ING GROEP NV (n/a) - 2.98%
INTEL CORP (INTC) - 0.75%
#20
SCOR SE ACT. PROV. REGPT. (n/a) - 2.96%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
AGEAS SA/ NV (n/a) - 2.95%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22
ORLEN SA (n/a) - 2.94%
MASTERCARD INC CLASS A (MA) - 0.66%
#23
RIO TINTO PLC ORDINARY SHARES (n/a) - 2.62%
ABBVIE INC (ABBV) - 0.66%
#24
RUBIS SCA SHS FROM SPLIT (n/a) - 2.53%
CATERPILLAR INC (CAT) - 0.65%
#25
ALLIANZ SE (n/a) - 2.46%
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings34505

FDD vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
FDD
+1.47%
SPY
+0.52%
3M
FDD
+4.68%
Winner
SPY
+6.55%
6M
Winner
FDD
+11.95%
SPY
+9.76%
1Y
Winner
FDD
+30.28%
SPY
+20.32%
5Y(CAGR)
FDD
+12.44%
Winner
SPY
+13.01%
10Y(CAGR)
FDD
+10.53%
Winner
SPY
+15.06%
Max(CAGR)
FDD
+2.60%
Winner
SPY
+8.50%

FDD vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearFDDSPY
2026+12.01%+10.11%
2025+63.19%+18.00%
2024+0.98%+25.59%
2023+11.77%+26.72%
2022-16.60%-18.64%
2021+14.76%+30.52%
2020-4.96%+17.28%
2019+24.34%+31.09%
2018-9.47%-5.24%
2017+18.18%+20.78%
2016+3.66%+13.59%
2015-2.13%+1.31%
2014-0.26%+14.56%
2013+17.15%+29.00%
2012+9.83%+14.17%
2011-9.86%+0.85%
2010-1.26%+13.14%
2009+31.14%+22.67%
2008-60.17%-36.25%
2007+1.65%+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

FDD vs SPY Drawdown Comparison

The maximum drawdown for FDD was -74.73%, occurring on Mar 9, 2009. Recovery took 4371 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current FDD drawdown is -0.16%. The current SPY drawdown is -1.24%.

RankFDDSPY
#1-74.73%
Oct 31, 2007 - Mar 18, 2025		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-12.90%
Mar 18, 2025 - Apr 22, 2025		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-9.39%
Feb 26, 2026 - Apr 13, 2026		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-5.39%
Jul 23, 2025 - Aug 12, 2025		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-5.18%
Sep 4, 2007 - Sep 27, 2007		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-5.10%
Aug 22, 2025 - Nov 11, 2025		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-4.87%
Nov 13, 2025 - Dec 2, 2025		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-4.69%
Oct 9, 2007 - Oct 29, 2007		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-4.15%
May 26, 2026 - Jul 1, 2026		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-3.62%
Apr 17, 2026 - May 6, 2026		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-2.47%
Jul 9, 2025 - Jul 22, 2025		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-2.43%
Jan 29, 2026 - Feb 9, 2026		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-1.88%
Oct 5, 2007 - Oct 9, 2007		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-1.70%
Feb 9, 2026 - Feb 20, 2026		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-1.57%
Oct 1, 2007 - Oct 5, 2007		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between FDD and SPY is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85
-101

Dividend Comparison (1999 - 2026)

FDD vs SPY dividend yield comparison.

YearFDDSPY
20263.32%0.49%
20253.99%1.07%
20247.65%1.21%
20236.85%1.40%
20226.07%1.65%
20213.44%1.20%
20204.01%1.52%
20194.69%1.75%
20185.05%2.04%
20172.78%1.80%
20164.88%2.03%
20154.35%2.06%
20144.30%1.87%
20133.62%1.81%
20124.96%2.18%
20115.58%2.05%
20104.10%1.80%
20093.54%1.95%
200810.79%3.02%
20070.80%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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