FDM vs WOOD
Comparison between FIRST TRUST DOW JONES SELECT MICROCAP INDEX FUND (FDM, ETF) and ISHARES GLOBAL TIMBER & FORESTRY ETF (WOOD, ETF).
5-Year PerformanceFDM has outperformed WOOD, delivering a return of +8.6% compared to -4.0%
FDM vs WOOD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
FDM
$252M
WOOD
$251M
Expense Ratio
FDM
0.60%
Winner
WOOD
0.40%
Max Drawdown
FDM
64.00%
Winner
WOOD
63.84%
Sharpe Ratio
Winner
FDM
1.28
WOOD
-0.53
5Y Beta
FDM
0.94
Winner
WOOD
0.70
P/E Ratio
FDM
18.81
WOOD
N/A
Forward P/E
FDM
11.26
WOOD
N/A
5Y Dividends CAGR
FDM
8.95%
Winner
WOOD
18.92%
5Y EPS CAGR
FDM
5.48%
WOOD
N/A
Debt to Equity
FDM
120.97%
WOOD
N/A
P/S Ratio
FDM
0.88
WOOD
N/A
P/B Ratio
FDM
1.44
WOOD
N/A
FDM vs WOOD - Holdings Comparison
FDM and WOOD have 1 common holdings. Overlap is -0.07%
FDM's top 25 holdings weight is 33.90%. WOOD's top 25 holdings weight is 99.37%.
| Rank | FDM | WOOD |
|---|---|---|
| #1 | STOKE THERAPEUTICS INC (STOK) - 2.14% | WEYERHAEUSER CO (WY) - 8.58% |
| #2 | DAUCH CORP (DCH) - 2.05% | SUZANO SA (n/a) - 7.11% |
| #3 | TETRA TECHNOLOGIES INC (TTI) - 1.93% | WEST FRASER TIMBER CO.LTD (n/a) - 6.49% |
| #4 | NWPX INFRASTRUCTURE INC (NWPX) - 1.51% | SMURFIT WESTROCK PLC (SW) - 6.42% |
| #5 | AMERESCO INC CLASS A (AMRC) - 1.46% | KLABIN SA CTF DE DEPOSITO DE ACOES CONS OF 1 SH ' 4 PFD SHS (n/a) - 5.72% |
| #6 | DELUXE CORP (DLX) - 1.44% | INTERNATIONAL PAPER CO (IP) - 5.67% |
| #7 | UNITED FIRE GROUP INC (UFCS) - 1.39% | SYLVAMO CORP ORDINARY SHARES WHEN ISSUED (SLVM) - 4.72% |
| #8 | DOUGLAS DYNAMICS INC (PLOW) - 1.39% | STORA ENSO OYJ CLASS R (n/a) - 4.70% |
| #9 | GIGACLOUD TECHNOLOGY INC CLASS A (GCT) - 1.33% | UPM-KYMMENE OYJ (n/a) - 4.61% |
| #10 | UNIVERSAL INSURANCE HOLDINGS INC (UVE) - 1.31% | MONDI PLC (n/a) - 4.26% |
| #11 | USA TODAY CO INC (TDAY) - 1.29% | RAYONIER INC (RYN) - 4.26% |
| #12 | HORIZON BANCORP (IN) (HBNC) - 1.28% | SVENSKA CELLULOSA AB CLASS B (n/a) - 4.25% |
| #13 | AMERICAN PUBLIC EDUCATION INC (APEI) - 1.28% | NINE DRAGONS PAPER (HOLDINGS) LTD (n/a) - 4.09% |
| #14 | TRUSTCO BANK CORP N Y (TRST) - 1.24% | OJI HOLDINGS CORP (n/a) - 4.08% |
| #15 | CENTRAL PACIFIC FINANCIAL CORP (CPF) - 1.24% | HOLMEN AB CLASS B (n/a) - 3.71% |
| #16 | BUSINESS FIRST BANCSHARES INC (BFST) - 1.24% | SCG PACKAGING PCL NVDR (n/a) - 3.64% |
| #17 | HANMI FINANCIAL CORP (HAFC) - 1.22% | SUMITOMO FORESTRY CO LTD (n/a) - 3.58% |
| #18 | CNB FINANCIAL CORP (CCNE) - 1.22% | EMPRESAS CMPC SA (n/a) - 2.34% |
| #19 | GENCO SHIPPING & TRADING LTD (GNK) - 1.20% | SHANDONG SUNPAPER CO LTD CLASS A (n/a) - 2.31% |
| #20 | GOLD.COM INC (GOLD) - 1.17% | THE NAVIGATOR CO SA (n/a) - 2.14% |
| #21 | CAMDEN NATIONAL CORP (CAC) - 1.14% | NIPPON PAPER INDUSTRIES CO LTD (n/a) - 2.10% |
| #22 | WHITESTONE REIT (WSR) - 1.14% | BILLERUD AB (n/a) - 1.88% |
| #23 | FIRST FINANCIAL CORP (THFF) - 1.11% | SAPPI LTD (n/a) - 1.35% |
| #24 | n/a (FLOC) - 1.09% | DEXCO SA (n/a) - 0.76% |
| #25 | KOPPERS HOLDINGS INC (KOP) - 1.09% | PT INDAH KIAT PULP & PAPER TBK (n/a) - 0.60% |
| Total Holdings | 150 | 56 |
FDM vs WOOD - Historical Returns
Returns include dividend reinvestment.
1M
FDM
-2.58%
Winner
WOOD
-2.50%
3M
Winner
FDM
+3.28%
WOOD
-10.19%
6M
Winner
FDM
+9.79%
WOOD
-4.52%
1Y
Winner
FDM
+30.10%
WOOD
-8.61%
5Y(CAGR)
Winner
FDM
+8.64%
WOOD
-4.04%
10Y(CAGR)
Winner
FDM
+11.42%
WOOD
+5.11%
Max(CAGR)
Winner
FDM
+8.55%
WOOD
+3.64%
FDM vs WOOD - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | FDM | WOOD |
|---|---|---|
| 2026 | +9.81% | -8.60% |
| 2025 | +18.79% | -3.16% |
| 2024 | +13.46% | -3.47% |
| 2023 | +13.27% | +13.46% |
| 2022 | -12.56% | -18.86% |
| 2021 | +37.09% | +17.65% |
| 2020 | -3.63% | +20.67% |
| 2019 | +25.23% | +19.41% |
| 2018 | -13.54% | -18.93% |
| 2017 | +8.17% | +33.95% |
| 2016 | +39.60% | +15.79% |
| 2015 | +1.80% | -8.05% |
| 2014 | +5.36% | +3.51% |
| 2013 | +40.37% | +15.18% |
| 2012 | +13.50% | +21.19% |
| 2011 | -10.89% | -17.28% |
| 2010 | +22.46% | +13.88% |
| 2009 | +20.05% | +38.49% |
| 2008 | -31.20% | -38.85% |
| 2007 | -7.21% | N/A |
| 2006 | +14.35% | N/A |
| 2005 | +2.51% | N/A |
FDM vs WOOD Drawdown Comparison
The maximum drawdown for FDM was -63.45%, occurring on Mar 9, 2009. Recovery took 1411 trading sessions.
The maximum drawdown for WOOD was -63.24%, occurring on Mar 9, 2009. Recovery took 585 trading sessions.
The current FDM drawdown is -3.06%. The current WOOD drawdown is -24.72%.
| Rank | FDM | WOOD |
|---|---|---|
| #1 | -63.45% Jul 12, 2007 - Feb 19, 2013 | -63.24% Sep 19, 2008 - Jan 14, 2011 |
| #2 | -47.76% Aug 22, 2018 - Jan 7, 2021 | -50.20% Jun 6, 2018 - Dec 16, 2020 |
| #3 | -23.75% Nov 11, 2021 - Jul 15, 2024 | -34.33% Apr 4, 2011 - Mar 27, 2013 |
| #4 | -23.46% Dec 11, 2024 - Jul 2, 2025 | -31.85% May 10, 2021 - Sep 26, 2022 |
| #5 | -17.78% Jun 23, 2015 - Jul 12, 2016 | -29.49% Feb 13, 2015 - Dec 8, 2016 |
| #6 | -14.47% May 5, 2006 - Nov 15, 2006 | -11.99% May 20, 2013 - Sep 11, 2013 |
| #7 | -12.49% Jul 3, 2014 - Dec 23, 2014 | -11.11% Mar 6, 2014 - Dec 23, 2014 |
| #8 | -11.32% Jul 31, 2024 - Nov 6, 2024 | -9.05% Jun 25, 2008 - Aug 8, 2008 |
| #9 | -10.25% Mar 15, 2021 - Nov 1, 2021 | -8.41% Sep 3, 2008 - Sep 19, 2008 |
| #10 | -9.30% Feb 9, 2026 - Apr 14, 2026 | -8.40% Jan 29, 2018 - Feb 26, 2018 |
| #11 | -9.30% Dec 24, 2013 - Mar 4, 2014 | -7.53% Feb 17, 2011 - Mar 29, 2011 |
| #12 | -8.54% Jan 4, 2017 - Jul 3, 2017 | -6.46% Jan 16, 2014 - Feb 14, 2014 |
| #13 | -8.43% Apr 2, 2014 - Jul 3, 2014 | -6.29% Mar 28, 2013 - May 8, 2013 |
| #14 | -8.34% Jan 19, 2018 - May 9, 2018 | -5.44% Aug 8, 2008 - Sep 3, 2008 |
| #15 | -7.92% Feb 22, 2007 - Apr 17, 2007 | -5.09% Sep 18, 2013 - Oct 16, 2013 |
Correlation
Correlation between FDM and WOOD is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2005 - 2026)
FDM vs WOOD dividend yield comparison.
| Year | FDM | WOOD |
|---|---|---|
| 2026 | 0.26% | 0.00% |
| 2025 | 1.43% | 2.51% |
| 2024 | 1.56% | 2.09% |
| 2023 | 1.81% | 1.64% |
| 2022 | 1.80% | 2.26% |
| 2021 | 1.08% | 1.24% |
| 2020 | 1.68% | 0.98% |
| 2019 | 1.37% | 1.85% |
| 2018 | 1.26% | 2.82% |
| 2017 | 0.97% | 1.19% |
| 2016 | 1.13% | 1.65% |
| 2015 | 1.45% | 2.04% |
| 2014 | 0.75% | 1.71% |
| 2013 | 0.83% | 1.55% |
| 2012 | 1.75% | 1.29% |
| 2011 | 0.80% | 2.42% |
| 2010 | 0.38% | 2.48% |
| 2009 | 0.56% | 1.08% |
| 2008 | 1.19% | 1.57% |
| 2007 | 0.61% | 0.00% |
| 2006 | 0.23% | 0.00% |
| 2005 | 0.09% | 0.00% |
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