FGD vs BSCW
Comparison between FIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUND (FGD, ETF) and Invesco BulletShares 2032 Corporate Bond ETF (BSCW, ETF).
FGD vs BSCW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FGD
$1.30B
Winner
BSCW
$1.40B
Expense Ratio
FGD
0.55%
Winner
BSCW
0.10%
Max Drawdown
FGD
70.20%
Winner
BSCW
11.22%
Sharpe Ratio
Winner
FGD
2.55
BSCW
0.73
5Y Beta
FGD
0.53
Winner
BSCW
0.08
5Y Dividends CAGR
FGD
4.42%
BSCW
N/A
FGD vs BSCW - Holdings Comparison
FGD and BSCW have 1 common holdings. Overlap is -0.01%
FGD's top 25 holdings weight is 34.10%. BSCW's top 25 holdings weight is 20.22%.
| Rank | FGD | BSCW |
|---|---|---|
| #1 | HYUNDAI ELEVATOR CO LTD (n/a) - 2.29% | META PLATFORMS INC 4.6% (n/a) - 1.43% |
| #2 | ROBERT HALF INC (RHI) - 1.68% | VERIZON COMMUNICATIONS INC. 2.355% (n/a) - 1.38% |
| #3 | THE WESTERN UNION CO (WU) - 1.63% | n/a (n/a) - 1.32% |
| #4 | OMV AG (n/a) - 1.60% | ORACLE CORP. 4.8% (n/a) - 1.04% |
| #5 | TELEFONICA SA (n/a) - 1.54% | META PLATFORMS INC 3.85% (n/a) - 1.03% |
| #6 | CAL-MAINE FOODS INC (CALM) - 1.49% | SPRINT CAPITAL CORPORATION 8.75% (n/a) - 0.86% |
| #7 | PAREX RESOURCES INC (n/a) - 1.48% | AMAZON.COM, INC. 3.6% (n/a) - 0.86% |
| #8 | TELUS CORP (n/a) - 1.47% | ORACLE CORP. 6.25% (n/a) - 0.84% |
| #9 | ENAGAS SA (n/a) - 1.38% | AMAZON.COM, INC. 4.7% (n/a) - 0.82% |
| #10 | BANCO BPM SPA (n/a) - 1.37% | AT&T INC 2.25% (n/a) - 0.79% |
| #11 | SIGNIFY NV (n/a) - 1.33% | FORD MOTOR COMPANY 3.25% (n/a) - 0.79% |
| #12 | EQUINOR ASA (n/a) - 1.31% | BLOCK INC 6.5% (n/a) - 0.74% |
| #13 | LEGAL & GENERAL GROUP PLC (n/a) - 1.30% | THE TORONTO-DOMINION BANK 4.456% (n/a) - 0.71% |
| #14 | TELEPERFORMANCE SE (n/a) - 1.28% | BROADCOM INC 4.3% (n/a) - 0.71% |
| #15 | NATURGY ENERGY GROUP SA (n/a) - 1.27% | HALEON US CAPITAL LLC. 3.625% (n/a) - 0.68% |
| #16 | ONEMAIN HOLDINGS INC (OMF) - 1.27% | HCA INC. 3.625% (n/a) - 0.68% |
| #17 | ENI SPA (n/a) - 1.22% | GE HEALTHCARE TECHNOLOGIES INC. 5.905% (n/a) - 0.67% |
| #18 | CARREFOUR (n/a) - 1.17% | ROGERS COMMUNICATIONS INC. 3.8% (n/a) - 0.66% |
| #19 | STANDARD LIFE PLC (n/a) - 1.16% | BP CAPITAL MARKETS AMERICA, INC. 2.721% (n/a) - 0.66% |
| #20 | NORTHERN OIL & GAS INC (NOG) - 1.16% | FORD MOTOR COMPANY 6.1% (n/a) - 0.65% |
| #21 | AKER ASA CLASS A (n/a) - 1.16% | BROADCOM INC 4.9% (n/a) - 0.64% |
| #22 | HP INC (HPQ) - 1.14% | BRISTOL-MYERS SQUIBB COMPANY 2.95% (n/a) - 0.58% |
| #23 | LOGISTA INTEGRAL SA (n/a) - 1.14% | PHILIP MORRIS INTERNATIONAL INC. 5.75% (n/a) - 0.57% |
| #24 | REPSOL SA (n/a) - 1.13% | ALTRIA GROUP, INC. 2.45% (n/a) - 0.56% |
| #25 | PCCW LTD (n/a) - 1.13% | SYNOPSYS INC 5% (n/a) - 0.55% |
| Total Holdings | 112 | 317 |
FGD vs BSCW - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FGD
+3.24%
BSCW
+0.15%
3M
Winner
FGD
+2.02%
BSCW
-0.12%
6M
Winner
FGD
+18.07%
BSCW
+1.40%
1Y
Winner
FGD
+41.12%
BSCW
+7.22%
5Y(CAGR)
FGD
+10.88%
BSCW
N/A
10Y(CAGR)
FGD
+10.20%
BSCW
N/A
Max(CAGR)
Winner
FGD
+6.04%
BSCW
+5.77%
FGD vs BSCW - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | FGD | BSCW |
|---|---|---|
| 2026 | +10.54% | +0.53% |
| 2025 | +44.34% | +8.95% |
| 2024 | +6.10% | +2.79% |
| 2023 | +8.21% | +8.39% |
| 2022 | -7.94% | +0.31% |
| 2021 | +21.01% | N/A |
| 2020 | -5.99% | N/A |
| 2019 | +20.71% | N/A |
| 2018 | -13.23% | N/A |
| 2017 | +16.88% | N/A |
| 2016 | +13.11% | N/A |
| 2015 | -10.18% | N/A |
| 2014 | -0.01% | N/A |
| 2013 | +16.37% | N/A |
| 2012 | +13.69% | N/A |
| 2011 | -3.02% | N/A |
| 2010 | +10.29% | N/A |
| 2009 | +58.23% | N/A |
| 2008 | -50.12% | N/A |
| 2007 | +2.70% | N/A |
FGD vs BSCW Drawdown Comparison
The maximum drawdown for FGD was -68.07%, occurring on Mar 9, 2009. Recovery took 1359 trading sessions.
The maximum drawdown for BSCW was -8.31%, occurring on Oct 19, 2023. Recovery took 212 trading sessions.
The current FGD drawdown is -1.34%. The current BSCW drawdown is -1.06%.
| Rank | FGD | BSCW |
|---|---|---|
| #1 | -68.07% Nov 29, 2007 - Apr 25, 2013 | -8.31% Feb 2, 2023 - Dec 6, 2023 |
| #2 | -44.84% Feb 12, 2020 - Jan 13, 2021 | -7.49% Sep 9, 2022 - Nov 16, 2022 |
| #3 | -28.68% Feb 9, 2022 - May 14, 2024 | -4.69% Sep 16, 2024 - Jun 4, 2025 |
| #4 | -28.08% Jul 3, 2014 - Jul 19, 2017 | -4.24% Dec 27, 2023 - Jul 5, 2024 |
| #5 | -20.87% Jan 26, 2018 - Feb 12, 2020 | -3.84% Dec 14, 2022 - Jan 12, 2023 |
| #6 | -11.50% Mar 19, 2025 - Apr 24, 2025 | -2.81% Feb 27, 2026 - Mar 26, 2026 |
| #7 | -10.80% May 8, 2013 - Sep 10, 2013 | -1.19% Oct 27, 2025 - Nov 26, 2025 |
| #8 | -9.82% Feb 20, 2026 - Mar 20, 2026 | -1.18% Aug 2, 2024 - Aug 14, 2024 |
| #9 | -9.10% Jun 7, 2021 - Jan 11, 2022 | -1.04% Nov 25, 2022 - Nov 30, 2022 |
| #10 | -8.98% Sep 26, 2024 - Mar 7, 2025 | -1.00% Dec 7, 2022 - Dec 14, 2022 |
| #11 | -6.40% May 17, 2024 - Jul 31, 2024 | -0.99% Jan 18, 2023 - Feb 1, 2023 |
| #12 | -6.14% Jan 14, 2021 - Feb 16, 2021 | -0.92% Jul 12, 2024 - Jul 30, 2024 |
| #13 | -5.66% Dec 31, 2013 - Feb 18, 2014 | -0.89% Sep 15, 2025 - Oct 14, 2025 |
| #14 | -5.36% Jul 31, 2024 - Aug 19, 2024 | -0.83% Jun 4, 2025 - Jun 12, 2025 |
| #15 | -4.95% Oct 29, 2013 - Dec 30, 2013 | -0.78% Jun 30, 2025 - Jul 21, 2025 |
Correlation
Correlation between FGD and BSCW is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2007 - 2026)
FGD vs BSCW dividend yield comparison.
| Year | FGD | BSCW |
|---|---|---|
| 2026 | 0.33% | 1.55% |
| 2025 | 5.62% | 4.81% |
| 2024 | 5.87% | 5.06% |
| 2023 | 6.44% | 4.80% |
| 2022 | 5.74% | 1.12% |
| 2021 | 5.35% | 0.00% |
| 2020 | 6.17% | 0.00% |
| 2019 | 5.19% | 0.00% |
| 2018 | 5.88% | 0.00% |
| 2017 | 4.01% | 0.00% |
| 2016 | 4.36% | 0.00% |
| 2015 | 5.07% | 0.00% |
| 2014 | 5.18% | 0.00% |
| 2013 | 4.51% | 0.00% |
| 2012 | 4.93% | 0.00% |
| 2011 | 5.15% | 0.00% |
| 2010 | 4.23% | 0.00% |
| 2009 | 3.13% | 0.00% |
| 2008 | 9.79% | 0.00% |
| 2007 | 0.52% | 0.00% |
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