FIW vs XHLF
Comparison between FIRST TRUST WATER ETF (FIW, ETF) and BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF (XHLF, ETF).
FIW vs XHLF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FIW
$1.80B
Winner
XHLF
$1.90B
Expense Ratio
FIW
0.50%
Winner
XHLF
0.03%
Max Drawdown
FIW
53.09%
Winner
XHLF
0.62%
Sharpe Ratio
FIW
-0.14
Winner
XHLF
0.13
5Y Beta
FIW
0.74
Winner
XHLF
-0.00
P/E Ratio
FIW
25.12
XHLF
N/A
Forward P/E
FIW
19.41
XHLF
N/A
5Y Dividends CAGR
FIW
15.26%
XHLF
N/A
5Y EPS CAGR
FIW
12.60%
XHLF
N/A
Debt to Equity
FIW
5.17%
XHLF
N/A
P/S Ratio
FIW
2.27
XHLF
N/A
P/B Ratio
FIW
3.52
XHLF
N/A
FIW vs XHLF - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FIW
+2.90%
XHLF
+0.24%
3M
Winner
FIW
+1.83%
XHLF
+0.86%
6M
FIW
-4.67%
Winner
XHLF
+1.65%
1Y
FIW
-1.14%
Winner
XHLF
+3.82%
5Y(CAGR)
FIW
+5.76%
XHLF
N/A
10Y(CAGR)
FIW
+12.20%
XHLF
N/A
Max(CAGR)
Winner
FIW
+9.84%
XHLF
+4.42%
FIW vs XHLF - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | FIW | XHLF |
|---|---|---|
| 2026 | -3.74% | +1.49% |
| 2025 | +7.87% | +4.21% |
| 2024 | +9.21% | +5.06% |
| 2023 | +20.40% | +4.90% |
| 2022 | -14.55% | +0.96% |
| 2021 | +34.09% | N/A |
| 2020 | +21.07% | N/A |
| 2019 | +37.78% | N/A |
| 2018 | -9.11% | N/A |
| 2017 | +23.30% | N/A |
| 2016 | +34.28% | N/A |
| 2015 | -9.41% | N/A |
| 2014 | +1.96% | N/A |
| 2013 | +27.47% | N/A |
| 2012 | +24.03% | N/A |
| 2011 | -6.46% | N/A |
| 2010 | +17.62% | N/A |
| 2009 | +17.83% | N/A |
| 2008 | -27.98% | N/A |
| 2007 | +11.37% | N/A |
FIW vs XHLF Drawdown Comparison
The maximum drawdown for FIW was -52.75%, occurring on Mar 9, 2009. Recovery took 712 trading sessions.
The maximum drawdown for XHLF was -0.11%, occurring on Oct 19, 2022. Recovery took 13 trading sessions.
The current FIW drawdown is -9.02%.
| Rank | FIW | XHLF |
|---|---|---|
| #1 | -52.75% Jun 5, 2008 - Apr 1, 2011 | -0.11% Oct 10, 2022 - Oct 27, 2022 |
| #2 | -36.60% Feb 19, 2020 - Oct 8, 2020 | -0.09% Mar 13, 2023 - Mar 15, 2023 |
| #3 | -28.54% Nov 19, 2021 - Dec 14, 2023 | -0.07% Mar 17, 2023 - Mar 23, 2023 |
| #4 | -25.13% Jul 7, 2011 - Feb 23, 2012 | -0.07% Mar 24, 2023 - Apr 4, 2023 |
| #5 | -22.21% Jun 20, 2014 - Apr 20, 2016 | -0.07% Dec 23, 2022 - Dec 29, 2022 |
| #6 | -19.49% Sep 20, 2018 - Feb 25, 2019 | -0.07% Oct 28, 2022 - Nov 8, 2022 |
| #7 | -18.97% Oct 9, 2007 - May 28, 2008 | -0.06% Apr 5, 2023 - Apr 20, 2023 |
| #8 | -18.32% Nov 6, 2024 - Jul 3, 2025 | -0.06% Mar 3, 2023 - Mar 10, 2023 |
| #9 | -13.81% Jan 22, 2026 - May 19, 2026 | -0.06% Feb 2, 2023 - Feb 10, 2023 |
| #10 | -12.27% Apr 2, 2012 - Aug 16, 2012 | -0.06% Feb 1, 2024 - Feb 8, 2024 |
| #11 | -9.60% Jul 19, 2007 - Sep 19, 2007 | -0.06% Aug 5, 2024 - Aug 12, 2024 |
| #12 | -9.33% Jan 26, 2018 - Jul 26, 2018 | -0.06% Oct 2, 2024 - Oct 11, 2024 |
| #13 | -8.79% Apr 6, 2011 - Jul 7, 2011 | -0.06% Mar 15, 2023 - Mar 17, 2023 |
| #14 | -8.43% May 15, 2024 - Jul 31, 2024 | -0.04% Mar 1, 2024 - Mar 7, 2024 |
| #15 | -7.96% May 21, 2013 - Jul 11, 2013 | -0.04% May 9, 2025 - May 16, 2025 |
Correlation
Correlation between FIW and XHLF is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2007 - 2026)
FIW vs XHLF dividend yield comparison.
| Year | FIW | XHLF |
|---|---|---|
| 2026 | 0.18% | 1.52% |
| 2025 | 0.69% | 3.99% |
| 2024 | 0.69% | 4.96% |
| 2023 | 0.68% | 4.50% |
| 2022 | 0.67% | 0.86% |
| 2021 | 0.37% | 0.00% |
| 2020 | 0.56% | 0.00% |
| 2019 | 0.55% | 0.00% |
| 2018 | 0.73% | 0.00% |
| 2017 | 1.13% | 0.00% |
| 2016 | 0.51% | 0.00% |
| 2015 | 0.76% | 0.00% |
| 2014 | 0.75% | 0.00% |
| 2013 | 0.62% | 0.00% |
| 2012 | 0.95% | 0.00% |
| 2011 | 0.91% | 0.00% |
| 2010 | 0.64% | 0.00% |
| 2009 | 1.04% | 0.00% |
| 2008 | 0.75% | 0.00% |
| 2007 | 0.20% | 0.00% |
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