FV vs EUFN

Comparison between FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF (FV, ETF) and ISHARES MSCI EUROPE FINANCIALS ETF (EUFN, ETF).

5-Year PerformanceEUFN has outperformed FV, delivering a return of +18.6% compared to +10.2%

FV vs EUFN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FV(ETF)	EUFN(ETF)
Net Assets	$3.50B	$3.60B
Expense Ratio	0.89%	0.49%
Max Drawdown	34.04%	59.14%
Sharpe Ratio	1.32	1.15
5Y Beta	1.10	0.81
5Y Dividends CAGR	77.92%	33.53%

Net Assets

$3.50B

Winner

EUFN

$3.60B

Expense Ratio

0.89%

Winner

EUFN

0.49%

Max Drawdown

Winner

34.04%

EUFN

59.14%

Sharpe Ratio

Winner

1.32

EUFN

1.15

5Y Beta

1.10

Winner

EUFN

0.81

5Y Dividends CAGR

Winner

77.92%

EUFN

33.53%

FV vs EUFN - Historical Returns

Returns include dividend reinvestment.

Period	FV	EUFN
1 month	+9.41%	-0.84%
3 months	+8.00%	+1.02%
6 months	+12.73%	+7.65%
1 year	+22.39%	+27.12%
5 years(CAGR)	+10.19%	+18.60%
10 years(CAGR)	+12.92%	+12.44%
Max(CAGR)	+11.36%	+7.01%

Winner

+9.41%

EUFN

-0.84%

Winner

+8.00%

EUFN

+1.02%

Winner

+12.73%

EUFN

+7.65%

+22.39%

Winner

EUFN

+27.12%

5Y(CAGR)

+10.19%

Winner

EUFN

+18.60%

10Y(CAGR)

Winner

+12.92%

EUFN

+12.44%

Max(CAGR)

Winner

+11.36%

EUFN

+7.01%

FV vs EUFN - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	FV	EUFN
2026	+8.82%	+0.05%
2025	+7.33%	+67.60%
2024	+16.28%	+18.14%
2023	+15.33%	+24.26%
2022	-4.62%	-9.61%
2021	+23.58%	+19.77%
2020	+26.99%	-9.99%
2019	+25.82%	+21.29%
2018	-9.26%	-23.77%
2017	+18.43%	+24.49%
2016	+1.66%	-0.66%
2015	+7.02%	-4.80%
2014	+11.02%	-7.21%
2013	N/A	+26.80%
2012	N/A	+31.10%
2011	N/A	-27.56%
2010	N/A	-3.91%

FV vs EUFN Drawdown Comparison

The maximum drawdown for FV was -34.04%, occurring on Mar 23, 2020. Recovery took 115 trading sessions.

The maximum drawdown for EUFN was -53.26%, occurring on Mar 18, 2020. Recovery took 1472 trading sessions.

The current FV drawdown is -0.27%. The current EUFN drawdown is -3.40%.

Rank	FV	EUFN
#1	-34.04% Feb 19, 2020 - Aug 3, 2020	-53.26% Jan 26, 2018 - Dec 1, 2023
#2	-26.21% Aug 29, 2018 - Dec 20, 2019	-43.38% Apr 29, 2011 - Sep 18, 2013
#3	-25.32% Jul 17, 2015 - Jun 8, 2017	-39.47% Jun 6, 2014 - Aug 1, 2017
#4	-23.08% Feb 18, 2025 - Oct 27, 2025	-27.21% Apr 13, 2010 - Nov 4, 2010
#5	-21.70% Nov 16, 2021 - Dec 14, 2023	-17.18% Nov 4, 2010 - Feb 1, 2011
#6	-14.16% Jul 16, 2024 - Oct 14, 2024	-15.95% Mar 18, 2025 - Apr 24, 2025
#7	-13.45% Jan 28, 2026 - May 6, 2026	-14.77% Feb 2, 2026 - Apr 17, 2026
#8	-11.15% Sep 2, 2020 - Nov 16, 2020	-11.87% Feb 17, 2011 - Apr 27, 2011
#9	-10.65% Mar 6, 2014 - Jul 1, 2014	-9.82% Jan 15, 2014 - Jun 5, 2014
#10	-9.46% Mar 12, 2018 - Jun 6, 2018	-9.16% Feb 3, 2010 - Mar 19, 2010
#11	-8.91% Jan 26, 2018 - Mar 7, 2018	-8.12% Jun 3, 2024 - Aug 19, 2024
#12	-8.49% Apr 1, 2024 - Jun 12, 2024	-6.88% Sep 26, 2024 - Jan 21, 2025
#13	-6.98% Sep 8, 2014 - Oct 28, 2014	-6.81% Nov 12, 2025 - Dec 10, 2025
#14	-6.82% Dec 4, 2024 - Feb 18, 2025	-6.20% Oct 22, 2013 - Dec 26, 2013
#15	-6.77% Oct 27, 2025 - Dec 10, 2025	-5.94% Aug 7, 2017 - Jan 2, 2018

Correlation

Correlation between FV and EUFN is 0.77 which considered as a strong positive correlation - the stocks tend to move together.

0.77

-101

Dividend Comparison (2010 - 2026)

FV vs EUFN dividend yield comparison.

Year	FV	EUFN
2026	0.07%	0.00%
2025	0.63%	3.57%
2024	0.14%	5.36%
2023	0.47%	5.00%
2022	1.38%	4.24%
2021	0.11%	4.15%
2020	0.06%	1.38%
2019	0.56%	4.55%
2018	0.19%	6.48%
2017	0.67%	3.04%
2016	0.95%	4.03%
2015	0.14%	3.65%
2014	0.10%	3.35%
2013	0.00%	1.59%
2012	0.00%	2.91%
2011	0.00%	3.88%
2010	0.00%	1.80%