FTDS vs UFIV
Comparison between FIRST TRUST DIVIDEND STRENGTH ETF (FTDS, ETF) and F/M US TREASURY 5 YEAR NOTE ETF (UFIV, ETF).
FTDS vs UFIV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FTDS
$31M
UFIV
$31M
Expense Ratio
FTDS
0.70%
Winner
UFIV
0.15%
Max Drawdown
FTDS
57.79%
Winner
UFIV
7.11%
Sharpe Ratio
Winner
FTDS
1.19
UFIV
-0.45
5Y Beta
FTDS
0.67
Winner
UFIV
-0.02
P/E Ratio
FTDS
14.88
UFIV
N/A
Forward P/E
FTDS
12.82
UFIV
N/A
PEG Ratio
FTDS
0.38
UFIV
N/A
5Y Dividends CAGR
FTDS
20.16%
UFIV
N/A
5Y EPS CAGR
FTDS
10.33%
UFIV
N/A
Debt to Equity
FTDS
55.23%
UFIV
N/A
P/S Ratio
FTDS
1.90
UFIV
N/A
P/B Ratio
FTDS
2.49
UFIV
N/A
FTDS vs UFIV - Historical Returns
Returns include dividend reinvestment.
1M
FTDS
-1.67%
Winner
UFIV
-0.57%
3M
Winner
FTDS
-1.09%
UFIV
-1.50%
6M
Winner
FTDS
+7.69%
UFIV
-0.68%
1Y
Winner
FTDS
+20.76%
UFIV
+2.43%
5Y(CAGR)
FTDS
+6.50%
UFIV
N/A
10Y(CAGR)
FTDS
+10.85%
UFIV
N/A
Max(CAGR)
Winner
FTDS
+6.38%
UFIV
+2.67%
FTDS vs UFIV - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | FTDS | UFIV |
|---|---|---|
| 2026 | +6.44% | -0.85% |
| 2025 | +14.07% | +6.83% |
| 2024 | +10.99% | +1.43% |
| 2023 | +12.27% | +1.58% |
| 2022 | -13.33% | N/A |
| 2021 | +26.46% | N/A |
| 2020 | +13.73% | N/A |
| 2019 | +23.95% | N/A |
| 2018 | -10.51% | N/A |
| 2017 | +19.34% | N/A |
| 2016 | +14.74% | N/A |
| 2015 | -5.05% | N/A |
| 2014 | +3.40% | N/A |
| 2013 | +37.32% | N/A |
| 2012 | +4.68% | N/A |
| 2011 | -10.22% | N/A |
| 2010 | +18.10% | N/A |
| 2009 | +35.40% | N/A |
| 2008 | -35.08% | N/A |
| 2007 | +5.23% | N/A |
| 2006 | -1.34% | N/A |
| 2005 | +0.35% | N/A |
| 2004 | -0.79% | N/A |
FTDS vs UFIV Drawdown Comparison
The maximum drawdown for FTDS was -56.53%, occurring on Mar 9, 2009. Recovery took 1822 trading sessions.
The maximum drawdown for UFIV was -5.63%, occurring on Oct 19, 2023. Recovery took 187 trading sessions.
The current FTDS drawdown is -3.61%. The current UFIV drawdown is -2.36%.
| Rank | FTDS | UFIV |
|---|---|---|
| #1 | -56.53% Dec 15, 2005 - Mar 15, 2013 | -5.63% May 4, 2023 - Feb 1, 2024 |
| #2 | -42.47% Feb 19, 2020 - Nov 11, 2020 | -4.03% Sep 16, 2024 - Apr 3, 2025 |
| #3 | -23.36% Nov 16, 2021 - Mar 21, 2024 | -3.19% Feb 1, 2024 - Jul 11, 2024 |
| #4 | -22.60% Sep 20, 2018 - Dec 18, 2019 | -2.71% Feb 27, 2026 - May 19, 2026 |
| #5 | -21.84% Sep 3, 2014 - Nov 14, 2016 | -1.86% Apr 30, 2025 - Jun 26, 2025 |
| #6 | -19.90% Apr 28, 2004 - Feb 11, 2005 | -1.81% Apr 4, 2025 - Apr 29, 2025 |
| #7 | -18.04% Nov 25, 2024 - Jul 23, 2025 | -1.47% Apr 6, 2023 - May 3, 2023 |
| #8 | -9.32% Mar 7, 2005 - Aug 2, 2005 | -0.97% Jun 30, 2025 - Aug 1, 2025 |
| #9 | -8.93% Jan 26, 2018 - Jun 6, 2018 | -0.91% Aug 2, 2024 - Aug 21, 2024 |
| #10 | -8.45% Sep 30, 2005 - Dec 2, 2005 | -0.83% Nov 25, 2025 - Feb 10, 2026 |
| #11 | -7.24% Jan 15, 2014 - Mar 5, 2014 | -0.80% Oct 22, 2025 - Nov 21, 2025 |
| #12 | -6.57% Mar 2, 2026 - May 13, 2026 | -0.72% Sep 8, 2025 - Oct 13, 2025 |
| #13 | -6.46% Jul 31, 2024 - Aug 23, 2024 | -0.38% Jul 17, 2024 - Jul 26, 2024 |
| #14 | -5.50% Jun 8, 2021 - Aug 9, 2021 | -0.36% Aug 23, 2024 - Sep 4, 2024 |
| #15 | -5.33% Sep 3, 2021 - Oct 20, 2021 | -0.35% Aug 21, 2024 - Aug 23, 2024 |
Correlation
Correlation between FTDS and UFIV is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2007 - 2026)
FTDS vs UFIV dividend yield comparison.
| Year | FTDS | UFIV |
|---|---|---|
| 2026 | 0.51% | 1.51% |
| 2025 | 1.59% | 3.66% |
| 2024 | 2.05% | 4.00% |
| 2023 | 2.15% | 2.96% |
| 2022 | 2.31% | 0.00% |
| 2021 | 0.72% | 0.00% |
| 2020 | 0.99% | 0.00% |
| 2019 | 1.13% | 0.00% |
| 2018 | 1.14% | 0.00% |
| 2017 | 0.79% | 0.00% |
| 2016 | 1.24% | 0.00% |
| 2015 | 0.95% | 0.00% |
| 2014 | 1.07% | 0.00% |
| 2013 | 0.84% | 0.00% |
| 2012 | 2.12% | 0.00% |
| 2011 | 1.14% | 0.00% |
| 2010 | 1.45% | 0.00% |
| 2009 | 1.02% | 0.00% |
| 2008 | 1.96% | 0.00% |
| 2007 | 1.23% | 0.00% |
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