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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 +13.3% compared to +10.7%

FDD vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
FDD
$860M
Winner
SPY
$735B
Expense Ratio
FDD
0.56%
Winner
SPY
0.09%
Max Drawdown
FDD
76.57%
Winner
SPY
56.47%
Sharpe Ratio
FDD
1.58
Winner
SPY
1.62
5Y Beta
Winner
FDD
0.64
SPY
1.00
P/E Ratio
FDD
N/A
SPY
28.99
Forward P/E
FDD
N/A
SPY
22.37
5Y Dividends CAGR
Winner
FDD
7.48%
SPY
5.43%
5Y EPS CAGR
FDD
N/A
SPY
26.05%
Debt to Equity
FDD
N/A
SPY
32.40%
P/S Ratio
FDD
N/A
SPY
3.74
P/B Ratio
FDD
N/A
SPY
5.61

FDD vs SPY - Holdings Comparison

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

FDD's top 25 holdings weight is 88.47%. SPY's top 25 holdings weight is 52.37%.

RankFDDSPY
#1
LEGAL & GENERAL GROUP PLC (n/a) - 5.66%
NVIDIA CORP (NVDA) - 8.10%
#2
TELEPERFORMANCE SE (n/a) - 5.27%
APPLE INC (AAPL) - 7.02%
#3
SIGNIFY NV (n/a) - 4.83%
MICROSOFT CORP (MSFT) - 4.79%
#4
AKER BP ASA (n/a) - 4.60%
AMAZON.COM INC (AMZN) - 4.02%
#5
TAYLOR WIMPEY PLC (n/a) - 4.47%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
AEGON LTD (n/a) - 4.22%
BROADCOM INC (AVGO) - 3.10%
#7
INVESTEC PLC (n/a) - 4.08%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
ABN AMRO BANK NV (n/a) - 3.68%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
B&M EUROPEAN VALUE RETAIL PLC (n/a) - 3.60%
TESLA INC (TSLA) - 1.89%
#10
NATWEST GROUP PLC (n/a) - 3.47%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
ASR NEDERLAND NV (n/a) - 3.43%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
NN GROUP NV (n/a) - 3.39%
ELI LILLY AND CO (LLY) - 1.31%
#13
COVIVIO SA (n/a) - 3.23%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
POSTE ITALIANE SPA (n/a) - 3.08%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
RIO TINTO PLC ORDINARY SHARES (n/a) - 3.00%
EXXON MOBIL CORP (XOM) - 0.97%
#16
SCOR SE ACT. PROV. REGPT. (n/a) - 2.97%
INTEL CORP (INTC) - 0.90%
#17
HSBC HOLDINGS PLC (n/a) - 2.95%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
ORLEN SA (n/a) - 2.95%
VISA INC CLASS A (V) - 0.85%
#19
VOLKSWAGEN AG PARTICIPATING PREFERRED (n/a) - 2.89%
WALMART INC (WMT) - 0.81%
#20
RUBIS SCA SHS FROM SPLIT (n/a) - 2.88%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
AGEAS SA/ NV (n/a) - 2.85%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
CREDIT AGRICOLE SA (n/a) - 2.85%
CATERPILLAR INC (CAT) - 0.66%
#23
ING GROEP NV (n/a) - 2.79%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
BNP PARIBAS ACT. CAT.A (n/a) - 2.77%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
MERCEDES-BENZ GROUP AG (n/a) - 2.56%
ABBVIE INC (ABBV) - 0.58%
Total Holdings35505

FDD vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
FDD
+0.52%
Winner
SPY
+1.90%
3M
FDD
+8.37%
Winner
SPY
+8.55%
6M
Winner
FDD
+15.84%
SPY
+8.18%
1Y
Winner
FDD
+30.65%
SPY
+25.79%
5Y(CAGR)
FDD
+10.72%
Winner
SPY
+13.32%
10Y(CAGR)
FDD
+9.78%
Winner
SPY
+15.19%
Max(CAGR)
FDD
+2.43%
Winner
SPY
+8.47%

FDD vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearFDDSPY
2026+8.19%+8.26%
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 -3.57%. The current SPY drawdown is -2.90%.

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
#9-3.62%
Apr 17, 2026 - May 6, 2026		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-3.57%
May 26, 2026 - Jun 5, 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 0.84 which considered as a strong positive correlation - the stocks tend to move together.

0.84
-101

Dividend Comparison (1999 - 2026)

FDD vs SPY dividend yield comparison.

YearFDDSPY
20260.32%0.24%
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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