FSIG vs FGD

Comparison between FIRST TRUST LIMITED DURATION INVESTMENT GRADE CORPORATE ETF (FSIG, ETF) and FIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUND (FGD, ETF).

5-Year PerformanceFGD has outperformed FSIG, delivering a return of +13.3% compared to +2.8%

FSIG vs FGD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FSIG(ETF)	FGD(ETF)
Net Assets	$1.50B	$1.60B
Expense Ratio	0.44%	0.55%
Max Drawdown	9.03%	70.20%
Sharpe Ratio	-0.40	1.94
5Y Beta	0.04	0.51
5Y Dividends CAGR	N/A	10.00%

Net Assets

FSIG

$1.50B

Winner

FGD

$1.60B

Expense Ratio

Winner

FSIG

0.44%

FGD

0.55%

Max Drawdown

Winner

FSIG

9.03%

FGD

70.20%

Sharpe Ratio

FSIG

-0.40

Winner

FGD

1.94

5Y Beta

Winner

FSIG

0.04

FGD

0.51

5Y Dividends CAGR

FSIG

N/A

FGD

10.00%

FSIG vs FGD - Historical Returns

Returns include dividend reinvestment.

Period	FSIG	FGD
1 month	+0.33%	+5.50%
3 months	+0.73%	+6.90%
6 months	+0.25%	+5.99%
1 year	+3.13%	+30.86%
5 years(CAGR)	+2.77%	+13.32%
10 years(CAGR)	N/A	+10.22%
Max(CAGR)	+2.77%	+6.35%

FSIG

+0.33%

Winner

FGD

+5.50%

FSIG

+0.73%

Winner

FGD

+6.90%

FSIG

+0.25%

Winner

FGD

+5.99%

FSIG

+3.13%

Winner

FGD

+30.86%

5Y(CAGR)

FSIG

+2.77%

Winner

FGD

+13.32%

10Y(CAGR)

FSIG

N/A

FGD

+10.22%

Max(CAGR)

FSIG

+2.77%

Winner

FGD

+6.35%

FSIG vs FGD - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	FSIG	FGD
2026	+0.88%	+18.75%
2025	+6.65%	+44.34%
2024	+4.43%	+6.10%
2023	+6.02%	+8.21%
2022	-4.23%	-7.94%
2021	+0.02%	+21.01%
2020	N/A	-5.99%
2019	N/A	+20.71%
2018	N/A	-13.23%
2017	N/A	+16.88%
2016	N/A	+13.11%
2015	N/A	-10.18%
2014	N/A	-0.01%
2013	N/A	+16.37%
2012	N/A	+13.69%
2011	N/A	-3.02%
2010	N/A	+10.29%
2009	N/A	+58.23%
2008	N/A	-50.12%
2007	N/A	+2.70%

FSIG vs FGD Drawdown Comparison

The maximum drawdown for FSIG was -6.88%, occurring on Oct 20, 2022. Recovery took 510 trading sessions.

The maximum drawdown for FGD was -68.07%, occurring on Mar 9, 2009. Recovery took 1359 trading sessions.

The current FSIG drawdown is -0.09%.

Rank	FSIG	FGD
#1	-6.88% Nov 19, 2021 - Dec 1, 2023	-68.07% Nov 29, 2007 - Apr 25, 2013
#2	-1.55% Feb 23, 2026 - Jun 25, 2026	-44.84% Feb 12, 2020 - Jan 13, 2021
#3	-1.51% Sep 24, 2024 - Feb 21, 2025	-28.68% Feb 9, 2022 - May 14, 2024
#4	-1.32% Feb 1, 2024 - May 21, 2024	-28.08% Jul 3, 2014 - Jul 19, 2017
#5	-1.26% Apr 3, 2025 - Apr 24, 2025	-20.87% Jan 26, 2018 - Feb 12, 2020
#6	-0.62% Jun 26, 2026 - Aug 5, 2026	-11.50% Mar 19, 2025 - Apr 24, 2025
#7	-0.58% Dec 27, 2023 - Jan 12, 2024	-10.80% May 8, 2013 - Sep 10, 2013
#8	-0.57% Jan 12, 2024 - Jan 31, 2024	-9.82% Feb 20, 2026 - Jul 16, 2026
#9	-0.50% Apr 30, 2025 - May 27, 2025	-9.10% Jun 7, 2021 - Jan 11, 2022
#10	-0.47% Jun 30, 2025 - Jul 21, 2025	-8.98% Sep 26, 2024 - Mar 7, 2025
#11	-0.47% Oct 27, 2025 - Nov 24, 2025	-6.40% May 17, 2024 - Jul 31, 2024
#12	-0.42% Aug 2, 2024 - Aug 14, 2024	-6.14% Jan 14, 2021 - Feb 16, 2021
#13	-0.40% Sep 16, 2025 - Oct 14, 2025	-5.66% Dec 31, 2013 - Feb 18, 2014
#14	-0.37% May 21, 2024 - May 31, 2024	-5.36% Jul 31, 2024 - Aug 19, 2024
#15	-0.37% Jul 5, 2024 - Jul 11, 2024	-4.95% Oct 29, 2013 - Dec 30, 2013

Correlation

Correlation between FSIG and FGD is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (2007 - 2026)

FSIG vs FGD dividend yield comparison.

Year	FSIG	FGD
2026	3.09%	1.77%
2025	4.73%	5.62%
2024	4.61%	5.87%
2023	4.42%	6.44%
2022	2.48%	5.74%
2021	0.12%	5.35%
2020	0.00%	6.17%
2019	0.00%	5.19%
2018	0.00%	5.88%
2017	0.00%	4.01%
2016	0.00%	4.36%
2015	0.00%	5.07%
2014	0.00%	5.18%
2013	0.00%	4.51%
2012	0.00%	4.93%
2011	0.00%	5.15%
2010	0.00%	4.23%
2009	0.00%	3.13%
2008	0.00%	9.79%
2007	0.00%	0.52%