FDM vs PIE
Comparison between FIRST TRUST DOW JONES SELECT MICROCAP INDEX FUND (FDM, ETF) and INVESCO DORSEY WRIGHT EMERGING MARKETS MOMENTUM ETF (PIE, ETF).
5-Year PerformanceFDM has outperformed PIE, delivering a return of +10.6% compared to +5.5%
FDM vs PIE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FDM
$265M
Winner
PIE
$266M
Expense Ratio
Winner
FDM
0.60%
PIE
0.90%
Max Drawdown
Winner
FDM
64.00%
PIE
73.06%
Sharpe Ratio
FDM
1.23
Winner
PIE
1.55
5Y Beta
FDM
0.92
Winner
PIE
0.90
P/E Ratio
FDM
21.32
PIE
N/A
Forward P/E
FDM
12.11
PIE
N/A
5Y Dividends CAGR
FDM
13.54%
Winner
PIE
18.17%
5Y EPS CAGR
FDM
6.08%
PIE
N/A
Debt to Equity
FDM
80.21%
PIE
N/A
P/S Ratio
FDM
0.93
PIE
N/A
P/B Ratio
FDM
1.51
PIE
N/A
FDM vs PIE - Holdings Comparison
FDM and PIE have 1 common holdings. Overlap is -0.24%
FDM's top 25 holdings weight is 33.63%. PIE's top 25 holdings weight is 48.31%.
| Rank | FDM | PIE |
|---|---|---|
| #1 | STOKE THERAPEUTICS INC (STOK) - 2.29% | TOPCO SCIENTIFIC CO LTD (n/a) - 3.05% |
| #2 | TETRA TECHNOLOGIES INC (TTI) - 1.92% | UNITED INTEGRATED SERVICES CO LTD (n/a) - 2.87% |
| #3 | NWPX INFRASTRUCTURE INC (NWPX) - 1.81% | ACCTON TECHNOLOGY CORP (n/a) - 2.80% |
| #4 | DAUCH CORP (DCH) - 1.61% | n/a (n/a) - 2.80% |
| #5 | DOUGLAS DYNAMICS INC (PLOW) - 1.56% | MARKETECH INTERNATIONAL CORP (n/a) - 2.73% |
| #6 | UNITED FIRE GROUP INC (UFCS) - 1.45% | SIGURD MICROELECTRONICS CORP (n/a) - 2.57% |
| #7 | DELUXE CORP (DLX) - 1.37% | NAN YA PRINTED CIRCUIT BOARD CORP (n/a) - 2.44% |
| #8 | USA TODAY CO INC (TDAY) - 1.35% | n/a (n/a) - 2.39% |
| #9 | OIL-DRI CORP OF AMERICA (ODC) - 1.31% | WANGUO GOLD GROUP LTD (n/a) - 2.37% |
| #10 | UNIVERSAL INSURANCE HOLDINGS INC (UVE) - 1.30% | KINSUS INTERCONNECT TECHNOLOGY CORP (n/a) - 1.86% |
| #11 | HORIZON BANCORP (IN) (HBNC) - 1.28% | CHROMA ATE INC (n/a) - 1.81% |
| #12 | BUSINESS FIRST BANCSHARES INC (BFST) - 1.26% | SUPREME ELECTRONICS CO LTD (n/a) - 1.75% |
| #13 | CENTRAL PACIFIC FINANCIAL CORP (CPF) - 1.25% | ZIJIN MINING GROUP CO LTD CLASS H (n/a) - 1.73% |
| #14 | CNB FINANCIAL CORP (CCNE) - 1.24% | UNIMICRON TECHNOLOGY CORP (n/a) - 1.70% |
| #15 | AMERICAN PUBLIC EDUCATION INC (APEI) - 1.23% | ASE TECHNOLOGY HOLDING CO LTD (n/a) - 1.67% |
| #16 | LSI INDUSTRIES INC (LYTS) - 1.22% | MAGYAR TELEKOM TELECOMMUNICATIONS PLC (n/a) - 1.66% |
| #17 | TRUSTCO BANK CORP N Y (TRST) - 1.20% | n/a (n/a) - 1.50% |
| #18 | HANMI FINANCIAL CORP (HAFC) - 1.20% | ASELSAN ELEKTRONIK SANAYI VE TICARET AS (n/a) - 1.47% |
| #19 | GENCO SHIPPING & TRADING LTD (GNK) - 1.19% | MEGA UNION TECHNOLOGY INC (n/a) - 1.45% |
| #20 | FIRST FINANCIAL CORP (THFF) - 1.15% | TRIPOD TECHNOLOGY CORP (n/a) - 1.44% |
| #21 | CAMDEN NATIONAL CORP (CAC) - 1.15% | WINWAY TECHNOLOGY CO LTD ORDINARY SHARES (n/a) - 1.31% |
| #22 | KOPPERS HOLDINGS INC (KOP) - 1.08% | BIZLINK HOLDING INC (n/a) - 1.27% |
| #23 | NUTEX HEALTH INC (NUTX) - 1.07% | VUKILE PROPERTY FUND LTD (n/a) - 1.27% |
| #24 | WHITESTONE REIT (WSR) - 1.07% | KING SLIDE WORKS CO LTD (n/a) - 1.20% |
| #25 | GOLD.COM INC (GOLD) - 1.07% | NAN YA PLASTICS CORP (n/a) - 1.20% |
| Total Holdings | 149 | 110 |
FDM vs PIE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FDM
+2.46%
PIE
-8.76%
3M
FDM
+5.02%
Winner
PIE
+5.92%
6M
FDM
+9.38%
Winner
PIE
+22.10%
1Y
FDM
+29.78%
Winner
PIE
+49.53%
5Y(CAGR)
Winner
FDM
+10.61%
PIE
+5.53%
10Y(CAGR)
Winner
FDM
+11.76%
PIE
+9.29%
Max(CAGR)
Winner
FDM
+8.81%
PIE
+2.71%
FDM vs PIE - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | FDM | PIE |
|---|---|---|
| 2026 | +16.76% | +31.37% |
| 2025 | +18.79% | +25.76% |
| 2024 | +13.46% | +1.38% |
| 2023 | +13.27% | +12.56% |
| 2022 | -12.56% | -28.77% |
| 2021 | +37.09% | +12.85% |
| 2020 | -3.63% | +18.03% |
| 2019 | +25.23% | +25.13% |
| 2018 | -13.54% | -22.83% |
| 2017 | +8.17% | +41.02% |
| 2016 | +39.60% | +2.26% |
| 2015 | +1.80% | -13.21% |
| 2014 | +5.36% | -0.27% |
| 2013 | +40.37% | -2.46% |
| 2012 | +13.50% | +14.98% |
| 2011 | -10.89% | -13.39% |
| 2010 | +22.46% | +21.08% |
| 2009 | +20.05% | +53.15% |
| 2008 | -31.20% | -62.20% |
| 2007 | -7.21% | +0.56% |
| 2006 | +14.35% | N/A |
| 2005 | +2.51% | N/A |
FDM vs PIE Drawdown Comparison
The maximum drawdown for FDM was -63.45%, occurring on Mar 9, 2009. Recovery took 1411 trading sessions.
The maximum drawdown for PIE was -72.98%, occurring on Mar 2, 2009. Recovery took 3259 trading sessions.
The current FDM drawdown is -2.38%. The current PIE drawdown is -8.76%.
| Rank | FDM | PIE |
|---|---|---|
| #1 | -63.45% Jul 12, 2007 - Feb 19, 2013 | -72.98% Jan 10, 2008 - Dec 18, 2020 |
| #2 | -47.76% Aug 22, 2018 - Jan 7, 2021 | -40.31% Jul 15, 2021 - Jan 6, 2026 |
| #3 | -23.75% Nov 11, 2021 - Jul 15, 2024 | -12.87% Feb 17, 2021 - Jun 1, 2021 |
| #4 | -23.46% Dec 11, 2024 - Jul 2, 2025 | -12.61% Jun 22, 2026 - Jul 20, 2026 |
| #5 | -17.78% Jun 23, 2015 - Jul 12, 2016 | -9.87% Feb 27, 2026 - Apr 10, 2026 |
| #6 | -14.47% May 5, 2006 - Nov 15, 2006 | -7.85% May 26, 2026 - Jun 15, 2026 |
| #7 | -12.49% Jul 3, 2014 - Dec 23, 2014 | -6.90% May 11, 2026 - May 26, 2026 |
| #8 | -11.32% Jul 31, 2024 - Nov 6, 2024 | -5.39% Jan 25, 2021 - Feb 2, 2021 |
| #9 | -10.25% Mar 15, 2021 - Nov 1, 2021 | -4.89% Jan 28, 2026 - Feb 11, 2026 |
| #10 | -9.30% Feb 9, 2026 - Apr 14, 2026 | -2.98% Jun 15, 2026 - Jun 18, 2026 |
| #11 | -9.30% Dec 24, 2013 - Mar 4, 2014 | -2.18% Apr 22, 2026 - Apr 24, 2026 |
| #12 | -8.54% Jan 4, 2017 - Jul 3, 2017 | -1.92% Jun 1, 2021 - Jun 21, 2021 |
| #13 | -8.43% Apr 2, 2014 - Jul 3, 2014 | -1.86% Jan 14, 2021 - Jan 19, 2021 |
| #14 | -8.34% Jan 19, 2018 - May 9, 2018 | -1.85% Jul 7, 2021 - Jul 15, 2021 |
| #15 | -7.92% Feb 22, 2007 - Apr 17, 2007 | -1.46% Dec 31, 2007 - Jan 7, 2008 |
Correlation
Correlation between FDM and PIE is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
0.85
-101
Dividend Comparison (2005 - 2026)
FDM vs PIE dividend yield comparison.
| Year | FDM | PIE |
|---|---|---|
| 2026 | 0.66% | 0.78% |
| 2025 | 1.43% | 2.28% |
| 2024 | 1.56% | 2.33% |
| 2023 | 1.81% | 2.59% |
| 2022 | 1.80% | 3.45% |
| 2021 | 1.08% | 1.28% |
| 2020 | 1.68% | 1.32% |
| 2019 | 1.37% | 2.29% |
| 2018 | 1.26% | 3.32% |
| 2017 | 0.97% | 1.63% |
| 2016 | 1.13% | 1.48% |
| 2015 | 1.45% | 0.80% |
| 2014 | 0.75% | 0.53% |
| 2013 | 0.83% | 1.23% |
| 2012 | 1.75% | 0.68% |
| 2011 | 0.80% | 0.80% |
| 2010 | 0.38% | 0.34% |
| 2009 | 0.56% | 0.71% |
| 2008 | 1.19% | 0.67% |
| 2007 | 0.61% | 0.00% |
| 2006 | 0.23% | 0.00% |
| 2005 | 0.09% | 0.00% |
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