FV vs UCON

Comparison between FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF (FV, ETF) and FIRST TRUST TCW UNCONSTRAINED PLUS BOND ETF (UCON, ETF).

5-Year PerformanceFV has outperformed UCON, delivering a return of +8.8% compared to +2.8%

FV vs UCON - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FV(ETF)	UCON(ETF)
Net Assets	$3.20B	$3.20B
Expense Ratio	0.89%	0.86%
Max Drawdown	34.04%	15.31%
Sharpe Ratio	1.33	0.73
5Y Beta	1.10	0.03
5Y Dividends CAGR	77.92%	7.96%

Net Assets

$3.20B

UCON

$3.20B

Expense Ratio

0.89%

Winner

UCON

0.86%

Max Drawdown

34.04%

Winner

UCON

15.31%

Sharpe Ratio

Winner

1.33

UCON

0.73

5Y Beta

1.10

Winner

UCON

0.03

5Y Dividends CAGR

Winner

77.92%

UCON

7.96%

FV vs UCON - Historical Returns

Returns include dividend reinvestment.

Period	FV	UCON
1 month	+9.48%	+0.52%
3 months	+3.95%	+0.13%
6 months	+13.01%	+1.41%
1 year	+24.51%	+6.00%
5 years(CAGR)	+8.78%	+2.81%
10 years(CAGR)	+12.89%	N/A
Max(CAGR)	+11.28%	+3.74%

Winner

+9.48%

UCON

+0.52%

Winner

+3.95%

UCON

+0.13%

Winner

+13.01%

UCON

+1.41%

Winner

+24.51%

UCON

+6.00%

5Y(CAGR)

Winner

+8.78%

UCON

+2.81%

10Y(CAGR)

+12.89%

UCON

N/A

Max(CAGR)

Winner

+11.28%

UCON

+3.74%

FV vs UCON - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	FV	UCON
2026	+7.74%	+0.66%
2025	+7.33%	+7.00%
2024	+16.28%	+4.90%
2023	+15.33%	+7.67%
2022	-4.62%	-5.72%
2021	+23.58%	+1.05%
2020	+26.99%	+6.67%
2019	+25.82%	+7.13%
2018	-9.26%	+1.11%
2017	+18.43%	N/A
2016	+1.66%	N/A
2015	+7.02%	N/A
2014	+11.02%	N/A

FV vs UCON Drawdown Comparison

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

The maximum drawdown for UCON was -15.31%, occurring on Mar 18, 2020. Recovery took 83 trading sessions.

The current UCON drawdown is -0.51%.

Rank	FV	UCON
#1	-34.04% Feb 19, 2020 - Aug 3, 2020	-15.31% Mar 5, 2020 - Jul 2, 2020
#2	-26.21% Aug 29, 2018 - Dec 20, 2019	-9.60% Sep 14, 2021 - Dec 14, 2023
#3	-25.32% Jul 17, 2015 - Jun 8, 2017	-2.45% Feb 26, 2026 - Mar 26, 2026
#4	-23.08% Feb 18, 2025 - Oct 27, 2025	-1.70% Feb 1, 2024 - May 15, 2024
#5	-21.70% Nov 16, 2021 - Dec 14, 2023	-1.67% Sep 24, 2024 - Feb 24, 2025
#6	-14.16% Jul 16, 2024 - Oct 14, 2024	-1.53% Mar 3, 2025 - May 30, 2025
#7	-13.45% Jan 28, 2026 - May 6, 2026	-1.12% Nov 9, 2018 - Jan 10, 2019
#8	-11.15% Sep 2, 2020 - Nov 16, 2020	-1.07% Feb 11, 2021 - May 26, 2021
#9	-10.65% Mar 6, 2014 - Jul 1, 2014	-0.96% Sep 4, 2019 - Oct 1, 2019
#10	-9.46% Mar 12, 2018 - Jun 6, 2018	-0.88% Feb 24, 2020 - Mar 3, 2020
#11	-8.91% Jan 26, 2018 - Mar 7, 2018	-0.87% Dec 28, 2023 - Jan 12, 2024
#12	-8.49% Apr 1, 2024 - Jun 12, 2024	-0.83% Oct 13, 2020 - Nov 5, 2020
#13	-6.98% Sep 8, 2014 - Oct 28, 2014	-0.75% Oct 28, 2025 - Nov 25, 2025
#14	-6.82% Dec 4, 2024 - Feb 18, 2025	-0.73% May 15, 2024 - Jun 4, 2024
#15	-6.77% Oct 27, 2025 - Dec 10, 2025	-0.73% Feb 19, 2019 - Mar 6, 2019

Correlation

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

0.93

-101

Dividend Comparison (2014 - 2026)

FV vs UCON dividend yield comparison.

Year	FV	UCON
2026	0.07%	1.44%
2025	0.63%	4.63%
2024	0.14%	4.95%
2023	0.47%	4.75%
2022	1.38%	3.12%
2021	0.11%	2.20%
2020	0.06%	3.14%
2019	0.56%	3.25%
2018	0.19%	1.76%
2017	0.67%	0.00%
2016	0.95%	0.00%
2015	0.14%	0.00%
2014	0.10%	0.00%