FDM vs CWEB

Comparison between FIRST TRUST DOW JONES SELECT MICROCAP INDEX FUND (FDM, ETF) and DIREXION DAILY CSI CHINA INTERNET INDEX BULL 2X SHARES (CWEB, ETF).

5-Year PerformanceFDM has outperformed CWEB, delivering a return of +8.6% compared to -44.5%

FDM vs CWEB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FDM(ETF)	CWEB(ETF)
Net Assets	$252M	$252M
Expense Ratio	0.60%	N/A
Max Drawdown	64.00%	98.09%
Sharpe Ratio	1.28	-0.76
5Y Beta	0.94	1.69
P/E Ratio	18.81	N/A
Forward P/E	11.26	N/A
5Y Dividends CAGR	8.95%	N/A
5Y EPS CAGR	5.48%	N/A
Debt to Equity	120.97%	N/A
P/S Ratio	0.88	N/A
P/B Ratio	1.44	N/A

Net Assets

FDM

$252M

Winner

CWEB

$252M

Expense Ratio

FDM

0.60%

CWEB

N/A

Max Drawdown

Winner

FDM

64.00%

CWEB

98.09%

Sharpe Ratio

Winner

FDM

1.28

CWEB

-0.76

5Y Beta

Winner

FDM

0.94

CWEB

1.69

P/E Ratio

FDM

18.81

CWEB

N/A

Forward P/E

FDM

11.26

CWEB

N/A

5Y Dividends CAGR

FDM

8.95%

CWEB

N/A

5Y EPS CAGR

FDM

5.48%

CWEB

N/A

Debt to Equity

FDM

120.97%

CWEB

N/A

P/S Ratio

FDM

0.88

CWEB

N/A

P/B Ratio

FDM

1.44

CWEB

N/A

FDM vs CWEB - Holdings Comparison

FDM and CWEB have 0 common holdings. Overlap is 0.00%

FDM's top 25 holdings weight is 33.90%. CWEB's top 25 holdings weight is 52.71%.

Rank	FDM	CWEB
#1	STOKE THERAPEUTICS INC (STOK) - 2.14%	KRANESHARES CSI CHINA INTERNET ETF (KWEB) - 52.71%
#2	DAUCH CORP (DCH) - 2.05%	N/A
#3	TETRA TECHNOLOGIES INC (TTI) - 1.93%	N/A
#4	NWPX INFRASTRUCTURE INC (NWPX) - 1.51%	N/A
#5	AMERESCO INC CLASS A (AMRC) - 1.46%	N/A
#6	DELUXE CORP (DLX) - 1.44%	N/A
#7	UNITED FIRE GROUP INC (UFCS) - 1.39%	N/A
#8	DOUGLAS DYNAMICS INC (PLOW) - 1.39%	N/A
#9	GIGACLOUD TECHNOLOGY INC CLASS A (GCT) - 1.33%	N/A
#10	UNIVERSAL INSURANCE HOLDINGS INC (UVE) - 1.31%	N/A
#11	USA TODAY CO INC (TDAY) - 1.29%	N/A
#12	HORIZON BANCORP (IN) (HBNC) - 1.28%	N/A
#13	AMERICAN PUBLIC EDUCATION INC (APEI) - 1.28%	N/A
#14	TRUSTCO BANK CORP N Y (TRST) - 1.24%	N/A
#15	CENTRAL PACIFIC FINANCIAL CORP (CPF) - 1.24%	N/A
#16	BUSINESS FIRST BANCSHARES INC (BFST) - 1.24%	N/A
#17	HANMI FINANCIAL CORP (HAFC) - 1.22%	N/A
#18	CNB FINANCIAL CORP (CCNE) - 1.22%	N/A
#19	GENCO SHIPPING & TRADING LTD (GNK) - 1.20%	N/A
#20	GOLD.COM INC (GOLD) - 1.17%	N/A
#21	CAMDEN NATIONAL CORP (CAC) - 1.14%	N/A
#22	WHITESTONE REIT (WSR) - 1.14%	N/A
#23	FIRST FINANCIAL CORP (THFF) - 1.11%	N/A
#24	n/a (FLOC) - 1.09%	N/A
#25	KOPPERS HOLDINGS INC (KOP) - 1.09%	N/A
Total Holdings	150	1

FDM vs CWEB - Historical Returns

Returns include dividend reinvestment.

Period	FDM	CWEB
1 month	-2.58%	-16.25%
3 months	+3.28%	-22.73%
6 months	+9.79%	-48.48%
1 year	+30.10%	-41.78%
5 years(CAGR)	+8.64%	-44.48%
10 years(CAGR)	+11.42%	-20.81%
Max(CAGR)	+8.55%	-20.81%

Winner

FDM

-2.58%

CWEB

-16.25%

Winner

FDM

+3.28%

CWEB

-22.73%

Winner

FDM

+9.79%

CWEB

-48.48%

Winner

FDM

+30.10%

CWEB

-41.78%

5Y(CAGR)

Winner

FDM

+8.64%

CWEB

-44.48%

10Y(CAGR)

Winner

FDM

+11.42%

CWEB

-20.81%

Max(CAGR)

Winner

FDM

+8.55%

CWEB

-20.81%

FDM vs CWEB - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	FDM	CWEB
2026	+9.81%	-48.71%
2025	+18.79%	+33.93%
2024	+13.46%	+7.60%
2023	+13.27%	-39.19%
2022	-12.56%	-58.78%
2021	+37.09%	-79.19%
2020	-3.63%	+92.40%
2019	+25.23%	+50.96%
2018	-13.54%	-65.99%
2017	+8.17%	+159.19%
2016	+39.60%	-18.40%
2015	+1.80%	N/A
2014	+5.36%	N/A
2013	+40.37%	N/A
2012	+13.50%	N/A
2011	-10.89%	N/A
2010	+22.46%	N/A
2009	+20.05%	N/A
2008	-31.20%	N/A
2007	-7.21%	N/A
2006	+14.35%	N/A
2005	+2.51%	N/A

FDM vs CWEB Drawdown Comparison

The maximum drawdown for FDM was -63.45%, occurring on Mar 9, 2009. Recovery took 1411 trading sessions.

The maximum drawdown for CWEB was -98.09%, occurring on Oct 24, 2022. This drawdown has not yet recovered.

The current FDM drawdown is -3.06%. The current CWEB drawdown is -97.72%.

Rank	FDM	CWEB
#1	-63.45% Jul 12, 2007 - Feb 19, 2013	-98.09% Feb 17, 2021 - Oct 24, 2022
#2	-47.76% Aug 22, 2018 - Jan 7, 2021	-74.48% Jan 26, 2018 - Jan 8, 2021
#3	-23.75% Nov 11, 2021 - Jul 15, 2024	-19.99% Nov 22, 2017 - Jan 3, 2018
#4	-23.46% Dec 11, 2024 - Jul 2, 2025	-19.28% Nov 9, 2016 - Feb 10, 2017
#5	-17.78% Jun 23, 2015 - Jul 12, 2016	-15.75% Oct 16, 2017 - Nov 21, 2017
#6	-14.47% May 5, 2006 - Nov 15, 2006	-13.09% Jan 25, 2021 - Feb 3, 2021
#7	-12.49% Jul 3, 2014 - Dec 23, 2014	-12.98% Jun 8, 2017 - Jul 14, 2017
#8	-11.32% Jul 31, 2024 - Nov 6, 2024	-11.20% Sep 18, 2017 - Oct 16, 2017
#9	-10.25% Mar 15, 2021 - Nov 1, 2021	-9.15% May 22, 2017 - Jun 8, 2017
#10	-9.30% Feb 9, 2026 - Apr 14, 2026	-9.02% Aug 23, 2017 - Sep 7, 2017
#11	-9.30% Dec 24, 2013 - Mar 4, 2014	-7.42% Aug 9, 2017 - Aug 23, 2017
#12	-8.54% Jan 4, 2017 - Jul 3, 2017	-6.75% Jan 8, 2021 - Jan 19, 2021
#13	-8.43% Apr 2, 2014 - Jul 3, 2014	-5.31% May 1, 2017 - May 9, 2017
#14	-8.34% Jan 19, 2018 - May 9, 2018	-4.86% Feb 22, 2017 - Mar 8, 2017
#15	-7.92% Feb 22, 2007 - Apr 17, 2007	-4.64% May 16, 2017 - May 19, 2017

Correlation

Correlation between FDM and CWEB is -0.59 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.59

-101

Dividend Comparison (2005 - 2026)

FDM vs CWEB dividend yield comparison.

Year	FDM	CWEB
2026	0.26%	1.03%
2025	1.43%	2.77%
2024	1.56%	4.59%
2023	1.81%	2.63%
2022	1.80%	0.00%
2021	1.08%	0.00%
2020	1.68%	0.00%
2019	1.37%	0.64%
2018	1.26%	1.59%
2017	0.97%	2.98%
2016	1.13%	0.00%
2015	1.45%	0.00%
2014	0.75%	0.00%
2013	0.83%	0.00%
2012	1.75%	0.00%
2011	0.80%	0.00%
2010	0.38%	0.00%
2009	0.56%	0.00%
2008	1.19%	0.00%
2007	0.61%	0.00%
2006	0.23%	0.00%
2005	0.09%	0.00%

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FDM vs CWEB

FDM vs CWEB - Performance Comparison

Key Characteristics

FDM vs CWEB - Holdings Comparison

FDM vs CWEB - Historical Returns

FDM vs CWEB - Annual Returns (2005 - 2026)

FDM vs CWEB Drawdown Comparison

Correlation

Dividend Comparison (2005 - 2026)

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