FGD vs DFGX
Comparison between FIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUND (FGD, ETF) and DIMENSIONAL INTERNATIONAL CORE FIXED INCOME ETF (DFGX, ETF).
FGD vs DFGX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FGD
$1.40B
Winner
DFGX
$1.50B
Expense Ratio
FGD
0.55%
Winner
DFGX
0.20%
Max Drawdown
FGD
70.20%
Winner
DFGX
5.06%
Sharpe Ratio
Winner
FGD
2.25
DFGX
-0.11
5Y Beta
FGD
0.53
Winner
DFGX
0.04
5Y Dividends CAGR
FGD
4.42%
DFGX
N/A
FGD vs DFGX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FGD
+0.98%
DFGX
+0.82%
3M
Winner
FGD
+1.58%
DFGX
-0.64%
6M
Winner
FGD
+15.21%
DFGX
+0.71%
1Y
Winner
FGD
+34.91%
DFGX
+3.21%
5Y(CAGR)
FGD
+10.66%
DFGX
N/A
10Y(CAGR)
FGD
+10.00%
DFGX
N/A
Max(CAGR)
Winner
FGD
+6.04%
DFGX
+5.17%
FGD vs DFGX - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | FGD | DFGX |
|---|---|---|
| 2026 | +11.10% | +1.20% |
| 2025 | +44.34% | +3.38% |
| 2024 | +6.10% | +4.14% |
| 2023 | +8.21% | +4.95% |
| 2022 | -7.94% | N/A |
| 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 DFGX Drawdown Comparison
The maximum drawdown for FGD was -68.07%, occurring on Mar 9, 2009. Recovery took 1359 trading sessions.
The maximum drawdown for DFGX was -3.32%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The current FGD drawdown is -0.84%. The current DFGX drawdown is -1.14%.
| Rank | FGD | DFGX |
|---|---|---|
| #1 | -68.07% Nov 29, 2007 - Apr 25, 2013 | -3.32% Feb 27, 2026 - Mar 27, 2026 |
| #2 | -44.84% Feb 12, 2020 - Jan 13, 2021 | -2.74% Dec 6, 2024 - May 30, 2025 |
| #3 | -28.68% Feb 9, 2022 - May 14, 2024 | -1.93% Dec 27, 2023 - Mar 8, 2024 |
| #4 | -28.08% Jul 3, 2014 - Jul 19, 2017 | -1.75% Mar 28, 2024 - Jul 11, 2024 |
| #5 | -20.87% Jan 26, 2018 - Feb 12, 2020 | -1.47% Sep 16, 2024 - Nov 29, 2024 |
| #6 | -11.50% Mar 19, 2025 - Apr 24, 2025 | -1.38% Oct 28, 2025 - Feb 12, 2026 |
| #7 | -10.80% May 8, 2013 - Sep 10, 2013 | -0.91% Aug 13, 2025 - Sep 8, 2025 |
| #8 | -9.82% Feb 20, 2026 - Mar 20, 2026 | -0.87% Jul 1, 2025 - Aug 1, 2025 |
| #9 | -9.10% Jun 7, 2021 - Jan 11, 2022 | -0.84% Dec 6, 2023 - Dec 13, 2023 |
| #10 | -8.98% Sep 26, 2024 - Mar 7, 2025 | -0.82% Aug 5, 2024 - Aug 14, 2024 |
| #11 | -6.40% May 17, 2024 - Jul 31, 2024 | -0.64% Mar 8, 2024 - Mar 22, 2024 |
| #12 | -6.14% Jan 14, 2021 - Feb 16, 2021 | -0.62% Jun 4, 2025 - Jun 25, 2025 |
| #13 | -5.66% Dec 31, 2013 - Feb 18, 2014 | -0.54% Nov 8, 2023 - Nov 14, 2023 |
| #14 | -5.36% Jul 31, 2024 - Aug 19, 2024 | -0.47% Jul 16, 2024 - Jul 29, 2024 |
| #15 | -4.95% Oct 29, 2013 - Dec 30, 2013 | -0.46% Aug 14, 2024 - Sep 4, 2024 |
Correlation
Correlation between FGD and DFGX is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2007 - 2026)
FGD vs DFGX dividend yield comparison.
| Year | FGD | DFGX |
|---|---|---|
| 2026 | 0.33% | 0.00% |
| 2025 | 5.62% | 2.84% |
| 2024 | 5.87% | 4.61% |
| 2023 | 6.44% | 0.49% |
| 2022 | 5.74% | 0.00% |
| 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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