FWD vs UCON
Comparison between AB DISRUPTORS ETF (FWD, ETF) and FIRST TRUST TCW UNCONSTRAINED PLUS BOND ETF (UCON, ETF).
FWD vs UCON - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FWD
$3.20B
Winner
UCON
$3.30B
Expense Ratio
Winner
FWD
0.65%
UCON
0.86%
Max Drawdown
FWD
29.02%
Winner
UCON
15.31%
Sharpe Ratio
Winner
FWD
1.24
UCON
-0.10
5Y Beta
FWD
1.51
Winner
UCON
0.04
P/E Ratio
FWD
42.52
UCON
N/A
Forward P/E
FWD
27.10
UCON
N/A
PEG Ratio
FWD
0.23
UCON
N/A
5Y Dividends CAGR
FWD
N/A
UCON
9.97%
5Y EPS CAGR
FWD
22.69%
UCON
N/A
Debt to Equity
FWD
-393.33%
UCON
N/A
P/S Ratio
FWD
4.49
UCON
N/A
P/B Ratio
FWD
7.20
UCON
N/A
FWD vs UCON - Historical Returns
Returns include dividend reinvestment.
1M
FWD
-6.67%
Winner
UCON
-0.56%
3M
FWD
-2.47%
Winner
UCON
-0.12%
6M
Winner
FWD
+16.58%
UCON
+0.08%
1Y
Winner
FWD
+41.53%
UCON
+3.53%
5Y(CAGR)
FWD
N/A
UCON
+2.70%
10Y(CAGR)
FWD
N/A
UCON
+3.61%
Max(CAGR)
Winner
FWD
+34.01%
UCON
+3.61%
FWD vs UCON - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | FWD | UCON |
|---|---|---|
| 2026 | +22.47% | +0.54% |
| 2025 | +30.34% | +7.00% |
| 2024 | +32.20% | +4.90% |
| 2023 | +25.66% | +7.67% |
| 2022 | N/A | -5.72% |
| 2021 | N/A | +1.05% |
| 2020 | N/A | +6.67% |
| 2019 | N/A | +7.13% |
| 2018 | N/A | +1.11% |
FWD vs UCON Drawdown Comparison
The maximum drawdown for FWD was -29.02%, occurring on Apr 4, 2025. Recovery took 106 trading sessions.
The maximum drawdown for UCON was -15.31%, occurring on Mar 18, 2020. Recovery took 83 trading sessions.
The current FWD drawdown is -12.12%. The current UCON drawdown is -0.68%.
| Rank | FWD | UCON |
|---|---|---|
| #1 | -29.02% Jan 23, 2025 - Jun 26, 2025 | -15.31% Mar 5, 2020 - Jul 2, 2020 |
| #2 | -20.49% Jun 22, 2026 - Jul 29, 2026 | -9.60% Sep 14, 2021 - Dec 14, 2023 |
| #3 | -16.22% Jul 31, 2023 - Dec 12, 2023 | -2.45% Feb 26, 2026 - Jun 29, 2026 |
| #4 | -13.31% Jul 10, 2024 - Oct 9, 2024 | -1.70% Feb 1, 2024 - May 15, 2024 |
| #5 | -13.03% Feb 25, 2026 - Apr 10, 2026 | -1.67% Sep 24, 2024 - Feb 24, 2025 |
| #6 | -12.02% Oct 29, 2025 - Jan 6, 2026 | -1.53% Mar 3, 2025 - May 30, 2025 |
| #7 | -9.73% Jun 2, 2026 - Jun 18, 2026 | -1.31% Jun 29, 2026 - Jul 23, 2026 |
| #8 | -9.18% Mar 7, 2024 - May 14, 2024 | -1.12% Nov 9, 2018 - Jan 10, 2019 |
| #9 | -7.61% Jan 28, 2026 - Feb 24, 2026 | -1.07% Feb 11, 2021 - May 26, 2021 |
| #10 | -6.99% Dec 6, 2024 - Jan 21, 2025 | -0.96% Sep 4, 2019 - Oct 1, 2019 |
| #11 | -6.35% Mar 31, 2023 - May 22, 2023 | -0.88% Feb 24, 2020 - Mar 3, 2020 |
| #12 | -5.42% Dec 28, 2023 - Jan 19, 2024 | -0.87% Dec 28, 2023 - Jan 12, 2024 |
| #13 | -4.78% May 14, 2026 - May 22, 2026 | -0.83% Oct 13, 2020 - Nov 5, 2020 |
| #14 | -4.63% Oct 8, 2025 - Oct 24, 2025 | -0.75% Oct 28, 2025 - Nov 25, 2025 |
| #15 | -4.32% Jun 15, 2023 - Jul 12, 2023 | -0.73% May 15, 2024 - Jun 4, 2024 |
Correlation
Correlation between FWD and UCON is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2018 - 2026)
FWD vs UCON dividend yield comparison.
| Year | FWD | UCON |
|---|---|---|
| 2026 | 0.00% | 2.62% |
| 2025 | 0.11% | 4.63% |
| 2024 | 1.89% | 4.95% |
| 2023 | 0.00% | 4.75% |
| 2022 | 0.00% | 3.12% |
| 2021 | 0.00% | 2.20% |
| 2020 | 0.00% | 3.14% |
| 2019 | 0.00% | 3.25% |
| 2018 | 0.00% | 1.76% |
Select Stocks to Compare
Popular: FWD vs SPYUCON vs SPY
More Comparisons
Compare with similar stocks