FGD vs SPGM
Comparison between FIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUND (FGD, ETF) and STATE STREET(R) SPDR(R) PORTFOLIO MSCI GLOBAL STOCK MARKET ETF (SPGM, ETF).
5-Year PerformanceFGD has outperformed SPGM, delivering a return of +13.3% compared to +11.9%
FGD vs SPGM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FGD
$1.60B
Winner
SPGM
$1.70B
Expense Ratio
FGD
0.55%
Winner
SPGM
0.09%
Max Drawdown
FGD
70.20%
Winner
SPGM
33.97%
Sharpe Ratio
Winner
FGD
1.94
SPGM
1.40
5Y Beta
Winner
FGD
0.51
SPGM
0.91
P/E Ratio
FGD
N/A
SPGM
25.88
Forward P/E
FGD
N/A
SPGM
20.15
5Y Dividends CAGR
FGD
10.00%
Winner
SPGM
13.19%
5Y EPS CAGR
FGD
N/A
SPGM
23.77%
P/S Ratio
FGD
N/A
SPGM
0.24
P/B Ratio
FGD
N/A
SPGM
4.88
FGD vs SPGM - Holdings Comparison
FGD and SPGM have 13 common holdings. Overlap is 0.93%
FGD's top 25 holdings weight is 34.79%. SPGM's top 25 holdings weight is 29.28%.
| Rank | FGD | SPGM |
|---|---|---|
| #1 | ROBERT HALF INC (RHI) - 2.05% | NVIDIA CORP (NVDA) - 4.15% |
| #2 | HYUNDAI ELEVATOR CO LTD (n/a) - 1.87% | APPLE INC (AAPL) - 3.64% |
| #3 | BANCO BPM SPA (n/a) - 1.71% | MICROSOFT CORP (MSFT) - 2.61% |
| #4 | CAL-MAINE FOODS INC (CALM) - 1.53% | AMAZON.COM INC (AMZN) - 1.85% |
| #5 | LEGAL & GENERAL GROUP PLC (n/a) - 1.51% | ALPHABET INC CLASS A (GOOGL) - 1.53% |
| #6 | ONEMAIN HOLDINGS INC (OMF) - 1.45% | ALPHABET INC CLASS C (GOOG) - 1.52% |
| #7 | THE WESTERN UNION CO (WU) - 1.44% | BROADCOM INC (AVGO) - 1.40% |
| #8 | STANDARD LIFE PLC (n/a) - 1.43% | n/a (TSM) - 1.38% |
| #9 | TELEFONICA SA (TEFOF) - 1.42% | META PLATFORMS INC CLASS A (META) - 1.29% |
| #10 | OMV AG (n/a) - 1.38% | TESLA INC (TSLA) - 1.06% |
| #11 | ENAGAS SA (n/a) - 1.36% | JPMORGAN CHASE & CO (JPM) - 0.90% |
| #12 | ABERDEEN GROUP PLC (n/a) - 1.35% | EXXON MOBIL CORP (XOM) - 0.80% |
| #13 | UNICAJA BANCO SA (n/a) - 1.34% | ELI LILLY AND CO (LLY) - 0.70% |
| #14 | NATURGY ENERGY GROUP SA (n/a) - 1.33% | SAMSUNG ELECTRONICS CO LTD DR (SSNHZ) - 0.66% |
| #15 | ZIGUP PLC (n/a) - 1.32% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.63% |
| #16 | HP INC (HPQ) - 1.31% | VISA INC CLASS A (V) - 0.58% |
| #17 | NORTHWEST BANCSHARES INC (NWBI) - 1.31% | ASML HOLDING NV (n/a) - 0.56% |
| #18 | B&M EUROPEAN VALUE RETAIL PLC (n/a) - 1.29% | CHEVRON CORP (CVX) - 0.53% |
| #19 | AKER ASA CLASS A (n/a) - 1.22% | COSTCO WHOLESALE CORP (COST) - 0.52% |
| #20 | TELUS CORP (n/a) - 1.21% | WALMART INC (WMT) - 0.51% |
| #21 | H&R BLOCK INC (HRB) - 1.21% | JOHNSON & JOHNSON (JNJ) - 0.51% |
| #22 | SIGNIFY NV (n/a) - 1.20% | CHUBB LTD (CB) - 0.50% |
| #23 | T. ROWE PRICE GROUP INC (TROW) - 1.19% | TENCENT HOLDINGS LTD (n/a) - 0.50% |
| #24 | CARREFOUR (n/a) - 1.18% | NESTLE SA (n/a) - 0.50% |
| #25 | LOGISTA INTEGRAL SA (n/a) - 1.18% | CATERPILLAR INC (CAT) - 0.45% |
| Total Holdings | 106 | 2333 |
FGD vs SPGM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FGD
+5.50%
SPGM
+2.88%
3M
Winner
FGD
+6.90%
SPGM
+4.07%
6M
FGD
+5.99%
Winner
SPGM
+9.93%
1Y
Winner
FGD
+30.86%
SPGM
+25.61%
5Y(CAGR)
Winner
FGD
+13.32%
SPGM
+11.86%
10Y(CAGR)
FGD
+10.22%
Winner
SPGM
+12.66%
Max(CAGR)
FGD
+6.35%
Winner
SPGM
+11.43%
FGD vs SPGM - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | FGD | SPGM |
|---|---|---|
| 2026 | +18.75% | +14.45% |
| 2025 | +44.34% | +23.70% |
| 2024 | +6.10% | +17.65% |
| 2023 | +8.21% | +21.33% |
| 2022 | -7.94% | -17.95% |
| 2021 | +21.01% | +20.77% |
| 2020 | -5.99% | +14.24% |
| 2019 | +20.71% | +26.23% |
| 2018 | -13.23% | -10.47% |
| 2017 | +16.88% | +22.11% |
| 2016 | +13.11% | +10.39% |
| 2015 | -10.18% | -2.10% |
| 2014 | -0.01% | +11.58% |
| 2013 | +16.37% | +20.65% |
| 2012 | +13.69% | +1.33% |
| 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 SPGM Drawdown Comparison
The maximum drawdown for FGD was -68.07%, occurring on Mar 9, 2009. Recovery took 1359 trading sessions.
The maximum drawdown for SPGM was -33.97%, occurring on Mar 23, 2020. Recovery took 134 trading sessions.
The current SPGM drawdown is -0.95%.
| Rank | FGD | SPGM |
|---|---|---|
| #1 | -68.07% Nov 29, 2007 - Apr 25, 2013 | -33.97% Feb 12, 2020 - Aug 24, 2020 |
| #2 | -44.84% Feb 12, 2020 - Jan 13, 2021 | -25.92% Jan 4, 2022 - Jan 25, 2024 |
| #3 | -28.68% Feb 9, 2022 - May 14, 2024 | -21.99% Jun 18, 2015 - Jan 24, 2017 |
| #4 | -28.08% Jul 3, 2014 - Jul 19, 2017 | -19.40% Jan 26, 2018 - Oct 24, 2019 |
| #5 | -20.87% Jan 26, 2018 - Feb 12, 2020 | -16.90% Feb 18, 2025 - Jun 2, 2025 |
| #6 | -11.50% Mar 19, 2025 - Apr 24, 2025 | -13.83% Jul 10, 2014 - Dec 3, 2014 |
| #7 | -10.80% May 8, 2013 - Sep 10, 2013 | -11.87% Mar 19, 2012 - Sep 13, 2012 |
| #8 | -9.82% Feb 20, 2026 - Jul 16, 2026 | -9.50% Feb 25, 2026 - Apr 15, 2026 |
| #9 | -9.10% Jun 7, 2021 - Jan 11, 2022 | -8.97% Dec 16, 2013 - May 27, 2014 |
| #10 | -8.98% Sep 26, 2024 - Mar 7, 2025 | -8.55% Jul 16, 2024 - Aug 30, 2024 |
| #11 | -6.40% May 17, 2024 - Jul 31, 2024 | -8.37% May 21, 2013 - Aug 8, 2013 |
| #12 | -6.14% Jan 14, 2021 - Feb 16, 2021 | -7.49% Sep 2, 2020 - Nov 9, 2020 |
| #13 | -5.66% Dec 31, 2013 - Feb 18, 2014 | -6.08% Sep 17, 2012 - Dec 18, 2012 |
| #14 | -5.36% Jul 31, 2024 - Aug 19, 2024 | -5.52% Sep 3, 2021 - Oct 25, 2021 |
| #15 | -4.95% Oct 29, 2013 - Dec 30, 2013 | -5.28% Nov 8, 2021 - Jan 4, 2022 |
Correlation
Correlation between FGD and SPGM is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2007 - 2026)
FGD vs SPGM dividend yield comparison.
| Year | FGD | SPGM |
|---|---|---|
| 2026 | 1.77% | 0.76% |
| 2025 | 5.62% | 1.89% |
| 2024 | 5.87% | 1.98% |
| 2023 | 6.44% | 2.09% |
| 2022 | 5.74% | 2.37% |
| 2021 | 5.35% | 1.94% |
| 2020 | 6.17% | 1.45% |
| 2019 | 5.19% | 2.46% |
| 2018 | 5.88% | 1.89% |
| 2017 | 4.01% | 2.29% |
| 2016 | 4.36% | 1.87% |
| 2015 | 5.07% | 3.70% |
| 2014 | 5.18% | 2.18% |
| 2013 | 4.51% | 1.75% |
| 2012 | 4.93% | 2.26% |
| 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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