FGD vs DRSK
Comparison between FIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUND (FGD, ETF) and APTUS DEFINED RISK ETF (DRSK, ETF).
5-Year PerformanceFGD has outperformed DRSK, delivering a return of +10.9% compared to +2.9%
FGD vs DRSK - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FGD
$1.50B
DRSK
$1.50B
Expense Ratio
Winner
FGD
0.55%
DRSK
0.78%
Max Drawdown
FGD
70.20%
Winner
DRSK
28.44%
Sharpe Ratio
Winner
FGD
1.74
DRSK
0.37
5Y Beta
FGD
0.54
Winner
DRSK
0.23
5Y Dividends CAGR
Winner
FGD
4.42%
DRSK
-8.34%
FGD vs DRSK - Holdings Comparison
FGD and DRSK have 1 common holdings. Overlap is -5.59%
FGD's top 25 holdings weight is 34.88%. DRSK's top 25 holdings weight is 106.48%.
| Rank | FGD | DRSK |
|---|---|---|
| #1 | ROBERT HALF INC (RHI) - 2.02% | INVESCO BULLETSHARES 2032 CORP BD ETF (BSCW) - 12.07% |
| #2 | HYUNDAI ELEVATOR CO LTD (n/a) - 1.96% | INVESCO BULLETSHARES 2031 CORP BD ETF (BSCV) - 11.74% |
| #3 | TELEFONICA SA (TEFOF) - 1.56% | ISHARES IBONDS DEC 2029 TERM CORP ETF (IBDU) - 10.50% |
| #4 | BANCO BPM SPA (n/a) - 1.55% | ISHARES IBONDS DEC 2031 TERM CORP ETF (IBDW) - 10.35% |
| #5 | CAL-MAINE FOODS INC (CALM) - 1.46% | INVESCO BULLETSHARES 2030 CORP BD ETF (BSCU) - 10.28% |
| #6 | SIGNIFY NV (n/a) - 1.44% | INVESCO BULLETSHARES 2033 CORP BD ETF (BSCX) - 9.96% |
| #7 | HP INC (HPQ) - 1.43% | ISHARES IBONDS DEC 2030 TERM CORP ETF (IBDV) - 8.83% |
| #8 | OMV AG (n/a) - 1.42% | ISHARES IBONDS DEC 2032 TERM CORP ETF (IBDX) - 8.37% |
| #9 | NATURGY ENERGY GROUP SA (n/a) - 1.40% | ISHARES IBONDS DEC 2027 TERM CORP ETF (IBDS) - 4.81% |
| #10 | LEGAL & GENERAL GROUP PLC (n/a) - 1.40% | INVESCO BULLETSHARES 2029 CORP BD ETF (BSCT) - 4.41% |
| #11 | TELEPERFORMANCE SE (n/a) - 1.39% | CALL ON S&P 500 DEC25 (n/a) - 2.17% |
| #12 | ENAGAS SA (n/a) - 1.38% | LLY US 01/16/26 C1000 (n/a) - 1.70% |
| #13 | PAREX RESOURCES INC (n/a) - 1.35% | FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 1.47% |
| #14 | THE WESTERN UNION CO (WU) - 1.34% | INTC US 06/18/26 C50 (n/a) - 1.30% |
| #15 | AKER ASA CLASS A (n/a) - 1.32% | NVDA US 12/26/25 C220 (n/a) - 1.27% |
| #16 | TELUS CORP (n/a) - 1.32% | SNAP US 06/18/26 C13 (n/a) - 1.00% |
| #17 | ABERDEEN GROUP PLC (n/a) - 1.30% | OPTION ON S&P 500 PR (n/a) - 0.93% |
| #18 | B&M EUROPEAN VALUE RETAIL PLC (n/a) - 1.29% | GTLB US 06/18/26 C75 (n/a) - 0.88% |
| #19 | ZIGUP PLC (n/a) - 1.29% | TSLA US 12/19/25 C500 (n/a) - 0.80% |
| #20 | STANDARD LIFE PLC (n/a) - 1.28% | AMZN US 12/19/25 C260 (n/a) - 0.78% |
| #21 | ONEMAIN HOLDINGS INC (OMF) - 1.26% | MARA US 03/20/26 C25 (n/a) - 0.74% |
| #22 | NORTHWEST BANCSHARES INC (NWBI) - 1.22% | CRM US 12/19/25 C280 (n/a) - 0.71% |
| #23 | UNICAJA BANCO SA (n/a) - 1.18% | TMO US 11/21/25 C570 (n/a) - 0.65% |
| #24 | CARREFOUR (n/a) - 1.16% | DASH US 11/21/25 C290 (n/a) - 0.46% |
| #25 | ALTRIA GROUP INC (MO) - 1.16% | DEPOSITS WITH BROKER FOR SHORT POSITIONS (n/a) - 0.30% |
| Total Holdings | 107 | 46 |
FGD vs DRSK - Historical Returns
Returns include dividend reinvestment.
1M
FGD
-1.27%
Winner
DRSK
-0.17%
3M
FGD
+4.43%
Winner
DRSK
+5.81%
6M
Winner
FGD
+11.57%
DRSK
+3.09%
1Y
Winner
FGD
+30.32%
DRSK
+6.86%
5Y(CAGR)
Winner
FGD
+10.87%
DRSK
+2.92%
10Y(CAGR)
FGD
+9.97%
DRSK
N/A
Max(CAGR)
Winner
FGD
+5.93%
DRSK
+5.48%
FGD vs DRSK - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | FGD | DRSK |
|---|---|---|
| 2026 | +9.17% | +2.86% |
| 2025 | +44.34% | +7.47% |
| 2024 | +6.10% | +12.19% |
| 2023 | +8.21% | +1.72% |
| 2022 | -7.94% | -9.66% |
| 2021 | +21.01% | +1.16% |
| 2020 | -5.99% | +13.31% |
| 2019 | +20.71% | +12.59% |
| 2018 | -13.23% | +2.40% |
| 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 DRSK Drawdown Comparison
The maximum drawdown for FGD was -68.07%, occurring on Mar 9, 2009. Recovery took 1359 trading sessions.
The maximum drawdown for DRSK was -19.86%, occurring on Oct 31, 2023. Recovery took 674 trading sessions.
The current FGD drawdown is -2.57%. The current DRSK drawdown is -2.26%.
| Rank | FGD | DRSK |
|---|---|---|
| #1 | -68.07% Nov 29, 2007 - Apr 25, 2013 | -19.86% Nov 5, 2021 - Jul 16, 2024 |
| #2 | -44.84% Feb 12, 2020 - Jan 13, 2021 | -8.21% Mar 5, 2020 - Apr 14, 2020 |
| #3 | -28.68% Feb 9, 2022 - May 14, 2024 | -7.20% Oct 28, 2025 - May 8, 2026 |
| #4 | -28.08% Jul 3, 2014 - Jul 19, 2017 | -4.57% Jul 26, 2021 - Nov 5, 2021 |
| #5 | -20.87% Jan 26, 2018 - Feb 12, 2020 | -4.55% Mar 5, 2025 - May 16, 2025 |
| #6 | -11.50% Mar 19, 2025 - Apr 24, 2025 | -4.51% Sep 2, 2020 - Jul 26, 2021 |
| #7 | -10.80% May 8, 2013 - Sep 10, 2013 | -3.80% Dec 16, 2024 - Feb 13, 2025 |
| #8 | -9.82% Feb 20, 2026 - Mar 20, 2026 | -2.86% Sep 27, 2024 - Dec 16, 2024 |
| #9 | -9.10% Jun 7, 2021 - Jan 11, 2022 | -2.66% Sep 3, 2019 - Jan 6, 2020 |
| #10 | -8.98% Sep 26, 2024 - Mar 7, 2025 | -2.36% Jun 1, 2026 - Jun 10, 2026 |
| #11 | -6.40% May 17, 2024 - Jul 31, 2024 | -2.28% Jul 3, 2025 - Aug 13, 2025 |
| #12 | -6.14% Jan 14, 2021 - Feb 16, 2021 | -1.99% Jul 16, 2024 - Aug 15, 2024 |
| #13 | -5.66% Dec 31, 2013 - Feb 18, 2014 | -1.91% Apr 16, 2020 - May 6, 2020 |
| #14 | -5.36% Jul 31, 2024 - Aug 19, 2024 | -1.90% Sep 20, 2018 - Oct 29, 2018 |
| #15 | -4.95% Oct 29, 2013 - Dec 30, 2013 | -1.81% Dec 13, 2018 - Jan 18, 2019 |
Correlation
Correlation between FGD and DRSK is 0.78 which considered as a strong positive correlation - the stocks tend to move together.
0.78
-101
Dividend Comparison (2007 - 2026)
FGD vs DRSK dividend yield comparison.
| Year | FGD | DRSK |
|---|---|---|
| 2026 | 0.33% | 0.76% |
| 2025 | 5.62% | 3.67% |
| 2024 | 5.87% | 3.31% |
| 2023 | 6.44% | 3.57% |
| 2022 | 5.74% | 1.93% |
| 2021 | 5.35% | 2.64% |
| 2020 | 6.17% | 5.69% |
| 2019 | 5.19% | 3.04% |
| 2018 | 5.88% | 2.62% |
| 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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