FDN vs ISTB

Comparison between FIRST TRUST DOW JONES INTERNET INDEX FUND (FDN, ETF) and ISHARES CORE 1-5 YEAR USD BOND ETF (ISTB, ETF).

5-Year PerformanceFDN has outperformed ISTB, delivering a return of +2.7% compared to +1.9%

FDN vs ISTB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FDN(ETF)	ISTB(ETF)
Net Assets	$5B	$5B
Expense Ratio	0.49%	0.06%
Max Drawdown	61.61%	11.76%
Sharpe Ratio	0.10	-0.06
5Y Beta	1.15	0.01
P/E Ratio	36.73	N/A
Forward P/E	24.95	N/A
5Y Dividends CAGR	N/A	16.20%
5Y EPS CAGR	24.50%	N/A
Debt to Equity	31.67%	N/A
P/S Ratio	5.72	N/A
P/B Ratio	8.13	N/A

Net Assets

FDN

$5B

ISTB

$5B

Expense Ratio

FDN

0.49%

Winner

ISTB

0.06%

Max Drawdown

FDN

61.61%

Winner

ISTB

11.76%

Sharpe Ratio

Winner

FDN

0.10

ISTB

-0.06

5Y Beta

FDN

1.15

Winner

ISTB

0.01

P/E Ratio

FDN

36.73

ISTB

N/A

Forward P/E

FDN

24.95

ISTB

N/A

5Y Dividends CAGR

FDN

N/A

ISTB

16.20%

5Y EPS CAGR

FDN

24.50%

ISTB

N/A

Debt to Equity

FDN

31.67%

ISTB

N/A

P/S Ratio

FDN

5.72

ISTB

N/A

P/B Ratio

FDN

8.13

ISTB

N/A

FDN vs ISTB - Historical Returns

Returns include dividend reinvestment.

Period	FDN	ISTB
1 month	+0.88%	+0.07%
3 months	+4.51%	+0.24%
6 months	+4.34%	+0.80%
1 year	+2.76%	+3.70%
5 years(CAGR)	+2.65%	+1.91%
10 years(CAGR)	+13.74%	+2.24%
Max(CAGR)	+13.79%	+2.02%

Winner

FDN

+0.88%

ISTB

+0.07%

Winner

FDN

+4.51%

ISTB

+0.24%

Winner

FDN

+4.34%

ISTB

+0.80%

FDN

+2.76%

Winner

ISTB

+3.70%

5Y(CAGR)

Winner

FDN

+2.65%

ISTB

+1.91%

10Y(CAGR)

Winner

FDN

+13.74%

ISTB

+2.24%

Max(CAGR)

Winner

FDN

+13.79%

ISTB

+2.02%

FDN vs ISTB - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	FDN	ISTB
2026	+2.80%	+0.76%
2025	+10.46%	+6.36%
2024	+33.48%	+4.64%
2023	+51.11%	+5.44%
2022	-45.62%	-5.89%
2021	+7.57%	-0.74%
2020	+50.08%	+4.69%
2019	+18.43%	+5.50%
2018	+5.03%	+1.12%
2017	+36.01%	+1.76%
2016	+10.37%	+2.69%
2015	+21.81%	+0.57%
2014	+3.41%	+1.20%
2013	+49.05%	+0.62%
2012	+18.45%	-0.02%
2011	-7.41%	N/A
2010	+34.32%	N/A
2009	+73.19%	N/A
2008	-43.41%	N/A
2007	+12.69%	N/A
2006	+10.03%	N/A

FDN vs ISTB Drawdown Comparison

The maximum drawdown for FDN was -61.55%, occurring on Nov 20, 2008. Recovery took 629 trading sessions.

The maximum drawdown for ISTB was -9.34%, occurring on Oct 20, 2022. Recovery took 738 trading sessions.

The current FDN drawdown is -5.79%. The current ISTB drawdown is -0.13%.

Rank	FDN	ISTB
#1	-61.55% Oct 12, 2007 - Apr 14, 2010	-9.34% Aug 3, 2021 - Jul 11, 2024
#2	-53.97% Sep 7, 2021 - Dec 4, 2024	-6.06% Mar 6, 2020 - May 15, 2020
#3	-30.53% Feb 20, 2020 - May 8, 2020	-2.26% May 8, 2013 - Aug 13, 2014
#4	-27.39% Jul 25, 2018 - Apr 26, 2019	-1.63% Sep 7, 2017 - Dec 14, 2018
#5	-26.04% Jul 7, 2011 - Sep 13, 2012	-1.45% Oct 21, 2016 - Apr 3, 2017
#6	-25.79% Dec 1, 2015 - Jul 28, 2016	-1.36% Sep 24, 2024 - Feb 5, 2025
#7	-24.98% Feb 14, 2025 - Jun 27, 2025	-1.26% Feb 27, 2026 - Mar 26, 2026
#8	-21.31% Sep 19, 2025 - Jun 1, 2026	-1.19% Oct 14, 2015 - Mar 11, 2016
#9	-19.49% Mar 5, 2014 - Feb 19, 2015	-1.03% Apr 3, 2025 - Apr 25, 2025
#10	-16.26% Apr 15, 2010 - Sep 13, 2010	-0.97% Apr 16, 2015 - Oct 14, 2015
#11	-15.09% Feb 12, 2021 - Jun 24, 2021	-0.80% Oct 21, 2014 - Jan 14, 2015
#12	-14.41% Jul 26, 2019 - Feb 12, 2020	-0.77% Sep 4, 2019 - Oct 3, 2019
#13	-14.23% Jul 17, 2007 - Oct 5, 2007	-0.74% Feb 10, 2021 - Jun 7, 2021
#14	-12.87% Sep 2, 2020 - Nov 27, 2020	-0.73% Apr 30, 2025 - Jun 4, 2025
#15	-12.85% Aug 5, 2015 - Oct 23, 2015	-0.68% May 13, 2016 - Jun 8, 2016

Correlation

Correlation between FDN and ISTB is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

Dividend Comparison (2008 - 2026)

FDN vs ISTB dividend yield comparison.

Year	FDN	ISTB
2026	0.00%	2.14%
2025	0.00%	4.12%
2024	0.00%	3.83%
2023	0.00%	2.97%
2022	0.00%	2.01%
2021	0.00%	1.69%
2020	0.00%	2.20%
2019	0.00%	2.75%
2018	0.00%	2.57%
2017	0.00%	2.06%
2016	0.00%	1.90%
2015	0.00%	1.58%
2014	0.00%	1.07%
2013	0.00%	0.60%
2012	0.00%	0.09%
2011	0.07%	0.00%
2010	0.11%	0.00%
2008	0.35%	0.00%