FGD vs BWX

Comparison between FIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUND (FGD, ETF) and SPDR Bloomberg International Treasury Bond ETF (BWX, ETF).

5-Year PerformanceFGD has outperformed BWX, delivering a return of +10.7% compared to -4.3%

FGD vs BWX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FGD(ETF)	BWX(ETF)
Net Assets	$1.40B	$1.50B
Expense Ratio	0.55%	0.35%
Max Drawdown	70.20%	35.95%
Sharpe Ratio	2.25	-0.66
5Y Beta	0.53	0.00
5Y Dividends CAGR	4.42%	13.39%

Net Assets

FGD

$1.40B

Winner

BWX

$1.50B

Expense Ratio

FGD

0.55%

Winner

BWX

0.35%

Max Drawdown

FGD

70.20%

Winner

BWX

35.95%

Sharpe Ratio

Winner

FGD

2.25

BWX

-0.66

5Y Beta

FGD

0.53

Winner

BWX

0.00

5Y Dividends CAGR

FGD

4.42%

Winner

BWX

13.39%

FGD vs BWX - Historical Returns

Returns include dividend reinvestment.

Period	FGD	BWX
1 month	+0.98%	-0.70%
3 months	+1.58%	-2.45%
6 months	+15.21%	-0.66%
1 year	+34.91%	-2.08%
5 years(CAGR)	+10.66%	-4.35%
10 years(CAGR)	+10.00%	-1.01%
Max(CAGR)	+6.04%	+0.54%

Winner

FGD

+0.98%

BWX

-0.70%

Winner

FGD

+1.58%

BWX

-2.45%

Winner

FGD

+15.21%

BWX

-0.66%

Winner

FGD

+34.91%

BWX

-2.08%

5Y(CAGR)

Winner

FGD

+10.66%

BWX

-4.35%

10Y(CAGR)

Winner

FGD

+10.00%

BWX

-1.01%

Max(CAGR)

Winner

FGD

+6.04%

BWX

+0.54%

FGD vs BWX - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	FGD	BWX
2026	+11.10%	-1.06%
2025	+44.34%	+8.27%
2024	+6.10%	-5.03%
2023	+8.21%	+5.34%
2022	-7.94%	-18.75%
2021	+21.01%	-9.16%
2020	-5.99%	+9.62%
2019	+20.71%	+5.62%
2018	-13.23%	-2.40%
2017	+16.88%	+11.31%
2016	+13.11%	+0.66%
2015	-10.18%	-6.28%
2014	-0.01%	-1.91%
2013	+16.37%	-3.28%
2012	+13.69%	+4.56%
2011	-3.02%	+4.00%
2010	+10.29%	+3.73%
2009	+58.23%	+6.31%
2008	-50.12%	+3.55%
2007	+2.70%	+3.97%

FGD vs BWX Drawdown Comparison

The maximum drawdown for FGD was -68.07%, occurring on Mar 9, 2009. Recovery took 1359 trading sessions.

The maximum drawdown for BWX was -34.05%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The current FGD drawdown is -0.84%. The current BWX drawdown is -23.50%.

Rank	FGD	BWX
#1	-68.07% Nov 29, 2007 - Apr 25, 2013	-34.05% Jan 5, 2021 - Oct 20, 2022
#2	-44.84% Feb 12, 2020 - Jan 13, 2021	-23.01% Mar 14, 2008 - Sep 8, 2009
#3	-28.68% Feb 9, 2022 - May 14, 2024	-15.41% Jul 1, 2014 - Mar 3, 2020
#4	-28.08% Jul 3, 2014 - Jul 19, 2017	-13.37% Mar 9, 2020 - Jul 27, 2020
#5	-20.87% Jan 26, 2018 - Feb 12, 2020	-12.97% Dec 1, 2009 - Oct 1, 2010
#6	-11.50% Mar 19, 2025 - Apr 24, 2025	-9.13% Oct 17, 2012 - May 6, 2014
#7	-10.80% May 8, 2013 - Sep 10, 2013	-8.63% Nov 4, 2010 - Apr 27, 2011
#8	-9.82% Feb 20, 2026 - Mar 20, 2026	-8.10% Aug 23, 2011 - Sep 11, 2012
#9	-9.10% Jun 7, 2021 - Jan 11, 2022	-4.57% Nov 26, 2007 - Jan 14, 2008
#10	-8.98% Sep 26, 2024 - Mar 7, 2025	-3.41% May 2, 2011 - Jun 3, 2011
#11	-6.40% May 17, 2024 - Jul 31, 2024	-3.37% Jun 7, 2011 - Aug 9, 2011
#12	-6.14% Jan 14, 2021 - Feb 16, 2021	-2.68% Oct 14, 2010 - Nov 4, 2010
#13	-5.66% Dec 31, 2013 - Feb 18, 2014	-1.78% Aug 6, 2020 - Oct 21, 2020
#14	-5.36% Jul 31, 2024 - Aug 19, 2024	-1.69% Oct 8, 2009 - Nov 9, 2009
#15	-4.95% Oct 29, 2013 - Dec 30, 2013	-1.47% Feb 1, 2008 - Feb 27, 2008

Correlation

Correlation between FGD and BWX is -0.08 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.08

-101

Dividend Comparison (2007 - 2026)

FGD vs BWX dividend yield comparison.

Year	FGD	BWX
2026	0.33%	0.97%
2025	5.62%	2.19%
2024	5.87%	1.99%
2023	6.44%	1.62%
2022	5.74%	1.23%
2021	5.35%	0.93%
2020	6.17%	0.95%
2019	5.19%	1.16%
2018	5.88%	1.07%
2017	4.01%	0.46%
2016	4.36%	0.00%
2015	5.07%	0.00%
2014	5.18%	1.77%
2013	4.51%	1.88%
2012	4.93%	1.80%
2011	5.15%	3.35%
2010	4.23%	1.08%
2009	3.13%	0.87%
2008	9.79%	2.98%
2007	0.52%	0.59%