FGD vs EPS
Comparison between FIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUND (FGD, ETF) and WISDOMTREE U.S. LARGECAP FUND (EPS, ETF).
5-Year PerformanceEPS has outperformed FGD, delivering a return of +12.5% compared to +10.9%
FGD vs EPS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FGD
$1.30B
EPS
$1.30B
Expense Ratio
FGD
0.55%
Winner
EPS
0.08%
Max Drawdown
FGD
70.20%
Winner
EPS
55.60%
Sharpe Ratio
Winner
FGD
2.55
EPS
2.14
5Y Beta
Winner
FGD
0.53
EPS
0.90
P/E Ratio
FGD
N/A
EPS
23.71
Forward P/E
FGD
N/A
EPS
19.12
5Y Dividends CAGR
FGD
4.42%
Winner
EPS
8.33%
5Y EPS CAGR
FGD
N/A
EPS
25.30%
Debt to Equity
FGD
N/A
EPS
26.36%
P/S Ratio
FGD
N/A
EPS
3.01
P/B Ratio
FGD
N/A
EPS
4.22
FGD vs EPS - Holdings Comparison
FGD and EPS have 8 common holdings. Overlap is 1.89%
FGD's top 25 holdings weight is 34.10%. EPS's top 25 holdings weight is 52.10%.
| Rank | FGD | EPS |
|---|---|---|
| #1 | HYUNDAI ELEVATOR CO LTD (n/a) - 2.29% | NVIDIA CORP (NVDA) - 7.90% |
| #2 | ROBERT HALF INC (RHI) - 1.68% | AMAZON.COM INC (AMZN) - 6.48% |
| #3 | THE WESTERN UNION CO (WU) - 1.63% | ALPHABET INC CLASS A (GOOGL) - 6.37% |
| #4 | OMV AG (n/a) - 1.60% | APPLE INC (AAPL) - 5.01% |
| #5 | TELEFONICA SA (n/a) - 1.54% | MICROSOFT CORP (MSFT) - 4.10% |
| #6 | CAL-MAINE FOODS INC (CALM) - 1.49% | META PLATFORMS INC CLASS A (META) - 3.59% |
| #7 | PAREX RESOURCES INC (n/a) - 1.48% | JPMORGAN CHASE & CO (JPM) - 2.08% |
| #8 | TELUS CORP (n/a) - 1.47% | BROADCOM INC (AVGO) - 1.72% |
| #9 | ENAGAS SA (n/a) - 1.38% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.69% |
| #10 | BANCO BPM SPA (n/a) - 1.37% | EXXON MOBIL CORP (XOM) - 1.40% |
| #11 | SIGNIFY NV (n/a) - 1.33% | JOHNSON & JOHNSON (JNJ) - 1.18% |
| #12 | EQUINOR ASA (n/a) - 1.31% | BANK OF AMERICA CORP (BAC) - 1.00% |
| #13 | LEGAL & GENERAL GROUP PLC (n/a) - 1.30% | MERCK & CO INC (MRK) - 0.85% |
| #14 | TELEPERFORMANCE SE (n/a) - 1.28% | MICRON TECHNOLOGY INC (MU) - 0.84% |
| #15 | NATURGY ENERGY GROUP SA (n/a) - 1.27% | VERIZON COMMUNICATIONS INC (VZ) - 0.84% |
| #16 | ONEMAIN HOLDINGS INC (OMF) - 1.27% | WALMART INC (WMT) - 0.83% |
| #17 | ENI SPA (n/a) - 1.22% | ELI LILLY AND CO (LLY) - 0.78% |
| #18 | CARREFOUR (n/a) - 1.17% | VISA INC CLASS A (V) - 0.76% |
| #19 | STANDARD LIFE PLC (n/a) - 1.16% | UNITEDHEALTH GROUP INC (UNH) - 0.74% |
| #20 | NORTHERN OIL & GAS INC (NOG) - 1.16% | CISCO SYSTEMS INC (CSCO) - 0.70% |
| #21 | AKER ASA CLASS A (n/a) - 1.16% | PFIZER INC (PFE) - 0.68% |
| #22 | HP INC (HPQ) - 1.14% | WELLS FARGO & CO (WFC) - 0.66% |
| #23 | LOGISTA INTEGRAL SA (n/a) - 1.14% | TESLA INC (TSLA) - 0.64% |
| #24 | REPSOL SA (n/a) - 1.13% | THE GOLDMAN SACHS GROUP INC (GS) - 0.63% |
| #25 | PCCW LTD (n/a) - 1.13% | CHEVRON CORP (CVX) - 0.63% |
| Total Holdings | 112 | 477 |
FGD vs EPS - Historical Returns
Returns include dividend reinvestment.
1M
FGD
+3.24%
Winner
EPS
+8.58%
3M
FGD
+2.02%
Winner
EPS
+6.58%
6M
Winner
FGD
+18.07%
EPS
+11.27%
1Y
Winner
FGD
+41.12%
EPS
+32.07%
5Y(CAGR)
FGD
+10.88%
Winner
EPS
+12.49%
10Y(CAGR)
FGD
+10.20%
Winner
EPS
+14.82%
Max(CAGR)
FGD
+6.04%
Winner
EPS
+10.35%
FGD vs EPS - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | FGD | EPS |
|---|---|---|
| 2026 | +10.54% | +8.53% |
| 2025 | +44.34% | +17.52% |
| 2024 | +6.10% | +24.38% |
| 2023 | +8.21% | +23.19% |
| 2022 | -7.94% | -16.52% |
| 2021 | +21.01% | +29.19% |
| 2020 | -5.99% | +11.09% |
| 2019 | +20.71% | +32.16% |
| 2018 | -13.23% | -7.91% |
| 2017 | +16.88% | +22.21% |
| 2016 | +13.11% | +15.33% |
| 2015 | -10.18% | -1.36% |
| 2014 | -0.01% | +14.27% |
| 2013 | +16.37% | +29.44% |
| 2012 | +13.69% | +12.80% |
| 2011 | -3.02% | +2.58% |
| 2010 | +10.29% | +11.74% |
| 2009 | +58.23% | +23.43% |
| 2008 | -50.12% | -35.92% |
| 2007 | +2.70% | +2.94% |
FGD vs EPS Drawdown Comparison
The maximum drawdown for FGD was -68.07%, occurring on Mar 9, 2009. Recovery took 1359 trading sessions.
The maximum drawdown for EPS was -54.41%, occurring on Mar 6, 2009. Recovery took 1115 trading sessions.
The current FGD drawdown is -1.34%.
| Rank | FGD | EPS |
|---|---|---|
| #1 | -68.07% Nov 29, 2007 - Apr 25, 2013 | -54.41% Oct 10, 2007 - Mar 14, 2012 |
| #2 | -44.84% Feb 12, 2020 - Jan 13, 2021 | -35.79% Feb 12, 2020 - Sep 2, 2020 |
| #3 | -28.68% Feb 9, 2022 - May 14, 2024 | -23.56% Jan 4, 2022 - Dec 13, 2023 |
| #4 | -28.08% Jul 3, 2014 - Jul 19, 2017 | -18.98% Sep 20, 2018 - Apr 8, 2019 |
| #5 | -20.87% Jan 26, 2018 - Feb 12, 2020 | -17.65% Feb 19, 2025 - Jun 27, 2025 |
| #6 | -11.50% Mar 19, 2025 - Apr 24, 2025 | -15.09% May 21, 2015 - Jul 14, 2016 |
| #7 | -10.80% May 8, 2013 - Sep 10, 2013 | -10.72% Apr 2, 2012 - Aug 21, 2012 |
| #8 | -9.82% Feb 20, 2026 - Mar 20, 2026 | -10.31% Jul 13, 2007 - Oct 9, 2007 |
| #9 | -9.10% Jun 7, 2021 - Jan 11, 2022 | -10.19% Jan 26, 2018 - Aug 29, 2018 |
| #10 | -8.98% Sep 26, 2024 - Mar 7, 2025 | -8.98% Sep 2, 2020 - Nov 9, 2020 |
| #11 | -6.40% May 17, 2024 - Jul 31, 2024 | -8.39% Feb 2, 2026 - Apr 14, 2026 |
| #12 | -6.14% Jan 14, 2021 - Feb 16, 2021 | -7.84% May 3, 2019 - Jul 1, 2019 |
| #13 | -5.66% Dec 31, 2013 - Feb 18, 2014 | -7.82% Jul 16, 2024 - Aug 30, 2024 |
| #14 | -5.36% Jul 31, 2024 - Aug 19, 2024 | -7.47% Sep 18, 2014 - Oct 31, 2014 |
| #15 | -4.95% Oct 29, 2013 - Dec 30, 2013 | -7.30% Sep 14, 2012 - Jan 2, 2013 |
Correlation
Correlation between FGD and EPS is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2007 - 2026)
FGD vs EPS dividend yield comparison.
| Year | FGD | EPS |
|---|---|---|
| 2026 | 0.33% | 0.26% |
| 2025 | 5.62% | 1.26% |
| 2024 | 5.87% | 1.47% |
| 2023 | 6.44% | 1.73% |
| 2022 | 5.74% | 1.95% |
| 2021 | 5.35% | 1.51% |
| 2020 | 6.17% | 1.85% |
| 2019 | 5.19% | 1.70% |
| 2018 | 5.88% | 2.02% |
| 2017 | 4.01% | 1.59% |
| 2016 | 4.36% | 1.99% |
| 2015 | 5.07% | 2.15% |
| 2014 | 5.18% | 1.66% |
| 2013 | 4.51% | 1.63% |
| 2012 | 4.93% | 2.17% |
| 2011 | 5.15% | 1.95% |
| 2010 | 4.23% | 1.70% |
| 2009 | 3.13% | 1.93% |
| 2008 | 9.79% | 2.73% |
| 2007 | 0.52% | 1.41% |
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