FDM vs UWM
Comparison between FIRST TRUST DOW JONES SELECT MICROCAP INDEX FUND (FDM, ETF) and PROSHARES ULTRA RUSSELL2000 (UWM, ETF).
5-Year PerformanceFDM has outperformed UWM, delivering a return of +9.1% compared to +2.1%
FDM vs UWM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FDM
$249M
Winner
UWM
$249M
Expense Ratio
FDM
0.60%
UWM
N/A
Max Drawdown
Winner
FDM
64.00%
UWM
88.54%
Sharpe Ratio
FDM
1.35
Winner
UWM
1.54
5Y Beta
Winner
FDM
0.94
UWM
2.20
P/E Ratio
Winner
FDM
19.31
UWM
1785.47
Forward P/E
Winner
FDM
11.51
UWM
14.02
5Y Dividends CAGR
FDM
8.95%
Winner
UWM
80.23%
5Y EPS CAGR
FDM
5.40%
UWM
N/A
Debt to Equity
FDM
120.37%
Winner
UWM
32.51%
P/S Ratio
Winner
FDM
0.88
UWM
1.39
P/B Ratio
Winner
FDM
1.44
UWM
2.08
FDM vs UWM - Holdings Comparison
FDM and UWM have 122 common holdings. Overlap is 1.58%
FDM's top 25 holdings weight is 33.73%. UWM's top 25 holdings weight is 19.00%.
| Rank | FDM | UWM |
|---|---|---|
| #1 | DAUCH CORP (DCH) - 2.09% | CTE PROSHARES TRUST M (n/a) - 6.30% |
| #2 | STOKE THERAPEUTICS INC (STOK) - 1.99% | RUSSELL 2000 INDEX SWAP (n/a) - 3.22% |
| #3 | TETRA TECHNOLOGIES INC (TTI) - 1.97% | CASH (n/a) - 2.66% |
| #4 | NWPX INFRASTRUCTURE INC (NWPX) - 1.56% | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 0.62% |
| #5 | AMERESCO INC CLASS A (AMRC) - 1.49% | BLOOM ENERGY CORP CLASS A (BE) - 0.53% |
| #6 | DELUXE CORP (DLX) - 1.45% | FABRINET (FN) - 0.46% |
| #7 | DOUGLAS DYNAMICS INC (PLOW) - 1.41% | IONQ INC CLASS A (IONQ) - 0.43% |
| #8 | USA TODAY CO INC (TDAY) - 1.31% | ECHOSTAR CORP CLASS A (SATS) - 0.41% |
| #9 | UNITED FIRE GROUP INC (UFCS) - 1.30% | KRATOS DEFENSE & SECURITY SOLUTIONS INC (KTOS) - 0.35% |
| #10 | AMERICAN PUBLIC EDUCATION INC (APEI) - 1.28% | NEXTPOWER INC CLASS A (NXT) - 0.35% |
| #11 | HORIZON BANCORP (IN) (HBNC) - 1.28% | GUARDANT HEALTH INC (GH) - 0.34% |
| #12 | TRUSTCO BANK CORP N Y (TRST) - 1.27% | HECLA MINING CO (HL) - 0.34% |
| #13 | UNIVERSAL INSURANCE HOLDINGS INC (UVE) - 1.24% | BRIDGEBIO PHARMA INC (BBIO) - 0.33% |
| #14 | GENCO SHIPPING & TRADING LTD (GNK) - 1.24% | COEUR MINING INC (CDE) - 0.32% |
| #15 | BUSINESS FIRST BANCSHARES INC (BFST) - 1.24% | MADRIGAL PHARMACEUTICALS INC (MDGL) - 0.30% |
| #16 | CENTRAL PACIFIC FINANCIAL CORP (CPF) - 1.23% | RAMBUS INC (RMBS) - 0.28% |
| #17 | CNB FINANCIAL CORP (CCNE) - 1.22% | ENSIGN GROUP INC (ENSG) - 0.28% |
| #18 | HANMI FINANCIAL CORP (HAFC) - 1.21% | SPX TECHNOLOGIES INC (SPXC) - 0.27% |
| #19 | GIGACLOUD TECHNOLOGY INC CLASS A (GCT) - 1.20% | JOBY AVIATION INC (JOBY) - 0.18% |
| #20 | WHITESTONE REIT (WSR) - 1.15% | SEMTECH CORP (SMTC) - 0.18% |
| #21 | CAMDEN NATIONAL CORP (CAC) - 1.15% | AXSOME THERAPEUTICS INC (AXSM) - 0.17% |
| #22 | KOPPERS HOLDINGS INC (KOP) - 1.13% | ESSENT GROUP LTD (ESNT) - 0.17% |
| #23 | FIRST FINANCIAL CORP (THFF) - 1.12% | TERRENO REALTY CORP (TRNO) - 0.17% |
| #24 | GOLD.COM INC (GOLD) - 1.10% | PIPER SANDLER COS (PIPR) - 0.17% |
| #25 | STANDARD MOTOR PRODUCTS INC (SMP) - 1.10% | INSTALLED BUILDING PRODUCTS INC (IBP) - 0.17% |
| Total Holdings | 150 | 1773 |
FDM vs UWM - Historical Returns
Returns include dividend reinvestment.
1M
FDM
+5.18%
Winner
UWM
+12.23%
3M
FDM
+9.56%
Winner
UWM
+37.87%
6M
FDM
+9.19%
Winner
UWM
+32.67%
1Y
FDM
+29.81%
Winner
UWM
+81.91%
5Y(CAGR)
Winner
FDM
+9.14%
UWM
+2.11%
10Y(CAGR)
FDM
+11.93%
Winner
UWM
+12.98%
Max(CAGR)
Winner
FDM
+8.69%
UWM
+7.39%
FDM vs UWM - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | FDM | UWM |
|---|---|---|
| 2026 | +13.09% | +35.60% |
| 2025 | +18.79% | +13.30% |
| 2024 | +13.46% | +12.80% |
| 2023 | +13.27% | +24.03% |
| 2022 | -12.56% | -45.05% |
| 2021 | +37.09% | +27.27% |
| 2020 | -3.63% | +16.54% |
| 2019 | +25.23% | +46.76% |
| 2018 | -13.54% | -27.28% |
| 2017 | +8.17% | +25.67% |
| 2016 | +39.60% | +48.22% |
| 2015 | +1.80% | -11.30% |
| 2014 | +5.36% | +8.63% |
| 2013 | +40.37% | +75.97% |
| 2012 | +13.50% | +26.65% |
| 2011 | -10.89% | -21.20% |
| 2010 | +22.46% | +43.30% |
| 2009 | +20.05% | +37.44% |
| 2008 | -31.20% | -65.83% |
| 2007 | -7.21% | -12.78% |
| 2006 | +14.35% | N/A |
| 2005 | +2.51% | N/A |
FDM vs UWM Drawdown Comparison
The maximum drawdown for FDM was -63.45%, occurring on Mar 9, 2009. Recovery took 1411 trading sessions.
The maximum drawdown for UWM was -88.21%, occurring on Mar 9, 2009. Recovery took 1611 trading sessions.
The current FDM drawdown is -1.26%.
| Rank | FDM | UWM |
|---|---|---|
| #1 | -63.45% Jul 12, 2007 - Feb 19, 2013 | -88.21% Jun 4, 2007 - Oct 24, 2013 |
| #2 | -47.76% Aug 22, 2018 - Jan 7, 2021 | -71.47% Aug 31, 2018 - Dec 15, 2020 |
| #3 | -23.75% Nov 11, 2021 - Jul 15, 2024 | -61.62% Nov 8, 2021 - Jun 15, 2026 |
| #4 | -23.46% Dec 11, 2024 - Jul 2, 2025 | -46.62% Jun 23, 2015 - Nov 18, 2016 |
| #5 | -17.78% Jun 23, 2015 - Jul 12, 2016 | -24.56% Mar 4, 2014 - Dec 26, 2014 |
| #6 | -14.47% May 5, 2006 - Nov 15, 2006 | -19.71% Mar 15, 2021 - Nov 3, 2021 |
| #7 | -12.49% Jul 3, 2014 - Dec 23, 2014 | -17.72% Jan 23, 2018 - May 17, 2018 |
| #8 | -11.32% Jul 31, 2024 - Nov 6, 2024 | -16.78% Feb 22, 2007 - Apr 26, 2007 |
| #9 | -10.25% Mar 15, 2021 - Nov 1, 2021 | -14.31% Jan 22, 2014 - Feb 27, 2014 |
| #10 | -9.30% Feb 9, 2026 - Apr 14, 2026 | -13.43% Feb 9, 2021 - Mar 11, 2021 |
| #11 | -9.30% Dec 24, 2013 - Mar 4, 2014 | -12.52% Jul 25, 2017 - Sep 25, 2017 |
| #12 | -8.54% Jan 4, 2017 - Jul 3, 2017 | -10.36% Dec 29, 2014 - Feb 13, 2015 |
| #13 | -8.43% Apr 2, 2014 - Jul 3, 2014 | -9.22% Mar 1, 2017 - Apr 26, 2017 |
| #14 | -8.34% Jan 19, 2018 - May 9, 2018 | -9.12% Apr 15, 2015 - Jun 18, 2015 |
| #15 | -7.92% Feb 22, 2007 - Apr 17, 2007 | -8.72% Jan 22, 2021 - Feb 4, 2021 |
Correlation
Correlation between FDM and UWM is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2005 - 2026)
FDM vs UWM dividend yield comparison.
| Year | FDM | UWM |
|---|---|---|
| 2026 | 0.26% | 0.11% |
| 2025 | 1.43% | 1.05% |
| 2024 | 1.56% | 1.16% |
| 2023 | 1.81% | 0.34% |
| 2022 | 1.80% | 0.40% |
| 2021 | 1.08% | 0.00% |
| 2020 | 1.68% | 0.07% |
| 2019 | 1.37% | 0.55% |
| 2018 | 1.26% | 0.41% |
| 2017 | 0.97% | 0.11% |
| 2016 | 1.13% | 0.27% |
| 2015 | 1.45% | 0.23% |
| 2014 | 0.75% | 0.11% |
| 2013 | 0.83% | 0.00% |
| 2012 | 1.75% | 0.02% |
| 2011 | 0.80% | 0.00% |
| 2010 | 0.38% | 0.02% |
| 2009 | 0.56% | 0.21% |
| 2008 | 1.19% | 1.23% |
| 2007 | 0.61% | 2.39% |
| 2006 | 0.23% | 0.00% |
| 2005 | 0.09% | 0.00% |
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