FGD vs FJUN
Comparison between FIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUND (FGD, ETF) and FT VEST U.S. EQUITY BUFFER ETF - JUNE (FJUN, ETF).
5-Year PerformanceFGD has outperformed FJUN, delivering a return of +12.5% compared to +10.8%
FGD vs FJUN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FGD
$1.40B
FJUN
$1.40B
Expense Ratio
Winner
FGD
0.55%
FJUN
0.85%
Max Drawdown
FGD
70.20%
Winner
FJUN
13.26%
Sharpe Ratio
Winner
FGD
1.94
FJUN
1.36
5Y Beta
Winner
FGD
0.52
FJUN
0.57
5Y Dividends CAGR
FGD
10.00%
FJUN
N/A
FGD vs FJUN - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FGD
+6.80%
FJUN
+2.14%
3M
Winner
FGD
+6.58%
FJUN
+3.34%
6M
Winner
FGD
+8.58%
FJUN
+6.34%
1Y
Winner
FGD
+30.76%
FJUN
+12.59%
5Y(CAGR)
Winner
FGD
+12.53%
FJUN
+10.77%
10Y(CAGR)
FGD
+10.17%
FJUN
N/A
Max(CAGR)
FGD
+6.25%
Winner
FJUN
+12.06%
FGD vs FJUN - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | FGD | FJUN |
|---|---|---|
| 2026 | +16.52% | +7.29% |
| 2025 | +44.34% | +11.14% |
| 2024 | +6.10% | +17.12% |
| 2023 | +8.21% | +22.67% |
| 2022 | -7.94% | -5.12% |
| 2021 | +21.01% | +12.26% |
| 2020 | -5.99% | +11.67% |
| 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 FJUN Drawdown Comparison
The maximum drawdown for FGD was -68.07%, occurring on Mar 9, 2009. Recovery took 1359 trading sessions.
The maximum drawdown for FJUN was -13.26%, occurring on Apr 8, 2025. Recovery took 88 trading sessions.
| Rank | FGD | FJUN |
|---|---|---|
| #1 | -68.07% Nov 29, 2007 - Apr 25, 2013 | -13.26% Feb 19, 2025 - Jun 26, 2025 |
| #2 | -44.84% Feb 12, 2020 - Jan 13, 2021 | -10.89% Mar 29, 2022 - Feb 2, 2023 |
| #3 | -28.68% Feb 9, 2022 - May 14, 2024 | -7.03% Jul 28, 2023 - Nov 20, 2023 |
| #4 | -28.08% Jul 3, 2014 - Jul 19, 2017 | -5.86% Jan 4, 2022 - Mar 29, 2022 |
| #5 | -20.87% Jan 26, 2018 - Feb 12, 2020 | -5.71% Feb 2, 2023 - Apr 13, 2023 |
| #6 | -11.50% Mar 19, 2025 - Apr 24, 2025 | -5.68% Jul 16, 2024 - Aug 21, 2024 |
| #7 | -10.80% May 8, 2013 - Sep 10, 2013 | -4.25% Sep 2, 2020 - Oct 12, 2020 |
| #8 | -9.82% Feb 20, 2026 - Jul 16, 2026 | -4.17% Oct 12, 2020 - Nov 6, 2020 |
| #9 | -9.10% Jun 7, 2021 - Jan 11, 2022 | -4.13% Feb 25, 2026 - Apr 9, 2026 |
| #10 | -8.98% Sep 26, 2024 - Mar 7, 2025 | -2.79% Aug 30, 2024 - Sep 19, 2024 |
| #11 | -6.40% May 17, 2024 - Jul 31, 2024 | -2.76% Mar 28, 2024 - May 6, 2024 |
| #12 | -6.14% Jan 14, 2021 - Feb 16, 2021 | -2.61% Jun 23, 2020 - Jul 6, 2020 |
| #13 | -5.66% Dec 31, 2013 - Feb 18, 2014 | -2.49% May 1, 2023 - May 18, 2023 |
| #14 | -5.36% Jul 31, 2024 - Aug 19, 2024 | -2.46% Sep 3, 2021 - Oct 19, 2021 |
| #15 | -4.95% Oct 29, 2013 - Dec 30, 2013 | -2.37% Dec 6, 2024 - Jan 21, 2025 |
Correlation
Correlation between FGD and FJUN is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
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