FGD vs YEAR
Comparison between FIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUND (FGD, ETF) and AB ULTRA SHORT INCOME ETF (YEAR, ETF).
FGD vs YEAR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FGD
$1.40B
Winner
YEAR
$1.50B
Expense Ratio
FGD
0.55%
Winner
YEAR
0.25%
Max Drawdown
FGD
70.20%
Winner
YEAR
1.39%
Sharpe Ratio
Winner
FGD
1.46
YEAR
-0.31
5Y Beta
FGD
0.53
Winner
YEAR
0.00
5Y Dividends CAGR
FGD
10.00%
YEAR
N/A
FGD vs YEAR - Historical Returns
Returns include dividend reinvestment.
1M
FGD
-1.46%
Winner
YEAR
+0.17%
3M
Winner
FGD
+1.89%
YEAR
+0.65%
6M
Winner
FGD
+10.11%
YEAR
+1.32%
1Y
Winner
FGD
+23.67%
YEAR
+3.60%
5Y(CAGR)
FGD
+11.43%
YEAR
N/A
10Y(CAGR)
FGD
+9.71%
YEAR
N/A
Max(CAGR)
Winner
FGD
+5.95%
YEAR
+4.83%
FGD vs YEAR - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | FGD | YEAR |
|---|---|---|
| 2026 | +9.93% | +1.39% |
| 2025 | +44.34% | +4.65% |
| 2024 | +6.10% | +5.45% |
| 2023 | +8.21% | +5.87% |
| 2022 | -7.94% | +1.10% |
| 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 YEAR Drawdown Comparison
The maximum drawdown for FGD was -68.07%, occurring on Mar 9, 2009. Recovery took 1359 trading sessions.
The maximum drawdown for YEAR was -0.61%, occurring on Oct 20, 2022. Recovery took 41 trading sessions.
The current FGD drawdown is -1.89%. The current YEAR drawdown is -0.07%.
| Rank | FGD | YEAR |
|---|---|---|
| #1 | -68.07% Nov 29, 2007 - Apr 25, 2013 | -0.61% Sep 14, 2022 - Nov 10, 2022 |
| #2 | -44.84% Feb 12, 2020 - Jan 13, 2021 | -0.55% Mar 13, 2023 - Apr 5, 2023 |
| #3 | -28.68% Feb 9, 2022 - May 14, 2024 | -0.43% Jan 31, 2024 - Mar 7, 2024 |
| #4 | -28.08% Jul 3, 2014 - Jul 19, 2017 | -0.42% May 6, 2024 - Jun 3, 2024 |
| #5 | -20.87% Jan 26, 2018 - Feb 12, 2020 | -0.30% Apr 3, 2025 - Apr 22, 2025 |
| #6 | -11.50% Mar 19, 2025 - Apr 24, 2025 | -0.28% May 4, 2023 - May 16, 2023 |
| #7 | -10.80% May 8, 2013 - Sep 10, 2013 | -0.26% Sep 19, 2024 - Nov 4, 2024 |
| #8 | -9.82% Feb 20, 2026 - Mar 20, 2026 | -0.24% Apr 4, 2024 - Apr 29, 2024 |
| #9 | -9.10% Jun 7, 2021 - Jan 11, 2022 | -0.23% Feb 27, 2026 - Apr 2, 2026 |
| #10 | -8.98% Sep 26, 2024 - Mar 7, 2025 | -0.22% Dec 6, 2023 - Dec 14, 2023 |
| #11 | -6.40% May 17, 2024 - Jul 31, 2024 | -0.18% Aug 10, 2023 - Aug 29, 2023 |
| #12 | -6.14% Jan 14, 2021 - Feb 16, 2021 | -0.18% Jun 18, 2024 - Jun 21, 2024 |
| #13 | -5.66% Dec 31, 2013 - Feb 18, 2014 | -0.18% Apr 30, 2025 - May 23, 2025 |
| #14 | -5.36% Jul 31, 2024 - Aug 19, 2024 | -0.17% Mar 3, 2023 - Mar 10, 2023 |
| #15 | -4.95% Oct 29, 2013 - Dec 30, 2013 | -0.16% Sep 28, 2023 - Oct 6, 2023 |
Correlation
Correlation between FGD and YEAR is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2007 - 2026)
FGD vs YEAR dividend yield comparison.
| Year | FGD | YEAR |
|---|---|---|
| 2026 | 1.91% | 1.96% |
| 2025 | 5.62% | 4.33% |
| 2024 | 5.87% | 5.16% |
| 2023 | 6.44% | 5.00% |
| 2022 | 5.74% | 1.19% |
| 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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