FDM vs EMHC
Comparison between FIRST TRUST DOW JONES SELECT MICROCAP INDEX FUND (FDM, ETF) and STATE STREET(R) SPDR(R) BLOOMBERG EMERGING MARKETS USD BOND ETF (EMHC, ETF).
5-Year PerformanceFDM has outperformed EMHC, delivering a return of +8.6% compared to +1.5%
FDM vs EMHC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
FDM vs EMHC - Historical Returns
Returns include dividend reinvestment.
FDM vs EMHC - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | FDM | EMHC |
|---|---|---|
| 2026 | +9.81% | +1.26% |
| 2025 | +18.79% | +13.83% |
| 2024 | +13.46% | +4.52% |
| 2023 | +13.27% | +9.66% |
| 2022 | -12.56% | -16.98% |
| 2021 | +37.09% | +1.68% |
| 2020 | -3.63% | N/A |
| 2019 | +25.23% | N/A |
| 2018 | -13.54% | N/A |
| 2017 | +8.17% | N/A |
| 2016 | +39.60% | N/A |
| 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 EMHC Drawdown Comparison
The maximum drawdown for FDM was -63.45%, occurring on Mar 9, 2009. Recovery took 1411 trading sessions.
The maximum drawdown for EMHC was -28.03%, occurring on Oct 20, 2022. Recovery took 1005 trading sessions.
The current FDM drawdown is -3.06%. The current EMHC drawdown is -0.71%.
| Rank | FDM | EMHC |
|---|---|---|
| #1 | -63.45% Jul 12, 2007 - Feb 19, 2013 | -28.03% Sep 2, 2021 - Sep 5, 2025 |
| #2 | -47.76% Aug 22, 2018 - Jan 7, 2021 | -4.37% Feb 25, 2026 - Jun 2, 2026 |
| #3 | -23.75% Nov 11, 2021 - Jul 15, 2024 | -1.24% May 7, 2021 - May 25, 2021 |
| #4 | -23.46% Dec 11, 2024 - Jul 2, 2025 | -1.23% Apr 15, 2021 - May 7, 2021 |
| #5 | -17.78% Jun 23, 2015 - Jul 12, 2016 | -1.17% Jun 11, 2021 - Jul 15, 2021 |
| #6 | -14.47% May 5, 2006 - Nov 15, 2006 | -1.00% Oct 27, 2025 - Nov 26, 2025 |
| #7 | -12.49% Jul 3, 2014 - Dec 23, 2014 | -0.94% Sep 11, 2025 - Sep 23, 2025 |
| #8 | -11.32% Jul 31, 2024 - Nov 6, 2024 | -0.94% Dec 30, 2025 - Jan 23, 2026 |
| #9 | -10.25% Mar 15, 2021 - Nov 1, 2021 | -0.86% Dec 3, 2025 - Dec 16, 2025 |
| #10 | -9.30% Feb 9, 2026 - Apr 14, 2026 | -0.84% Aug 4, 2021 - Aug 27, 2021 |
| #11 | -9.30% Dec 24, 2013 - Mar 4, 2014 | -0.71% Jun 2, 2026 - Jun 5, 2026 |
| #12 | -8.54% Jan 4, 2017 - Jul 3, 2017 | -0.65% Jul 20, 2021 - Aug 2, 2021 |
| #13 | -8.43% Apr 2, 2014 - Jul 3, 2014 | -0.54% Sep 24, 2025 - Oct 9, 2025 |
| #14 | -8.34% Jan 19, 2018 - May 9, 2018 | -0.42% Jun 2, 2021 - Jun 4, 2021 |
| #15 | -7.92% Feb 22, 2007 - Apr 17, 2007 | -0.36% Oct 9, 2025 - Oct 13, 2025 |
Correlation
Correlation between FDM and EMHC is 0.81 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2005 - 2026)
FDM vs EMHC dividend yield comparison.
| Year | FDM | EMHC |
|---|---|---|
| 2026 | 0.26% | 2.36% |
| 2025 | 1.43% | 6.16% |
| 2024 | 1.56% | 5.95% |
| 2023 | 1.81% | 5.13% |
| 2022 | 1.80% | 5.11% |
| 2021 | 1.08% | 2.97% |
| 2020 | 1.68% | 0.00% |
| 2019 | 1.37% | 0.00% |
| 2018 | 1.26% | 0.00% |
| 2017 | 0.97% | 0.00% |
| 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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