IBTJ vs FGD

Comparison between ISHARES IBONDS DEC 2029 TERM TREASURY ETF (IBTJ, ETF) and FIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUND (FGD, ETF).

5-Year PerformanceFGD has outperformed IBTJ, delivering a return of +12.1% compared to -0.5%

IBTJ vs FGD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBTJ(ETF)	FGD(ETF)
Net Assets	$1.30B	$1.40B
Expense Ratio	0.07%	0.55%
Max Drawdown	23.49%	70.20%
Sharpe Ratio	-0.47	1.57
5Y Beta	-0.02	0.53
5Y Dividends CAGR	32.95%	10.00%

Net Assets

IBTJ

$1.30B

Winner

FGD

$1.40B

Expense Ratio

Winner

IBTJ

0.07%

FGD

0.55%

Max Drawdown

Winner

IBTJ

23.49%

FGD

70.20%

Sharpe Ratio

IBTJ

-0.47

Winner

FGD

1.57

5Y Beta

Winner

IBTJ

-0.02

FGD

0.53

5Y Dividends CAGR

Winner

IBTJ

32.95%

FGD

10.00%

IBTJ vs FGD - Historical Returns

Returns include dividend reinvestment.

Period	IBTJ	FGD
1 month	-0.34%	+5.91%
3 months	-0.39%	+4.88%
6 months	+0.02%	+8.44%
1 year	+2.67%	+27.90%
5 years(CAGR)	-0.47%	+12.15%
10 years(CAGR)	N/A	+9.95%
Max(CAGR)	-0.10%	+6.11%

IBTJ

-0.34%

Winner

FGD

+5.91%

IBTJ

-0.39%

Winner

FGD

+4.88%

IBTJ

+0.02%

Winner

FGD

+8.44%

IBTJ

+2.67%

Winner

FGD

+27.90%

5Y(CAGR)

IBTJ

-0.47%

Winner

FGD

+12.15%

10Y(CAGR)

IBTJ

N/A

FGD

+9.95%

Max(CAGR)

IBTJ

-0.10%

Winner

FGD

+6.11%

IBTJ vs FGD - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	IBTJ	FGD
2026	-0.02%	+13.32%
2025	+6.89%	+44.34%
2024	+2.10%	+6.10%
2023	+3.96%	+8.21%
2022	-11.80%	-7.94%
2021	-3.59%	+21.01%
2020	+3.50%	-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%

IBTJ vs FGD Drawdown Comparison

The maximum drawdown for IBTJ was -20.19%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

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

The current IBTJ drawdown is -6.24%.

Rank	IBTJ	FGD
#1	-20.19% Aug 4, 2020 - Oct 20, 2022	-68.07% Nov 29, 2007 - Apr 25, 2013
#2	-5.30% Mar 9, 2020 - Apr 3, 2020	-44.84% Feb 12, 2020 - Jan 13, 2021
#3	-2.27% Apr 21, 2020 - Jul 21, 2020	-28.68% Feb 9, 2022 - May 14, 2024
#4	-1.20% Apr 3, 2020 - Apr 15, 2020	-28.08% Jul 3, 2014 - Jul 19, 2017
#5	-0.25% Apr 16, 2020 - Apr 20, 2020	-20.87% Jan 26, 2018 - Feb 12, 2020
#6	-0.24% Jul 23, 2020 - Jul 28, 2020	-11.50% Mar 19, 2025 - Apr 24, 2025
#7	-0.10% Jul 31, 2020 - Aug 4, 2020	-10.80% May 8, 2013 - Sep 10, 2013
#8	N/A	-9.82% Feb 20, 2026 - Jul 16, 2026
#9	N/A	-9.10% Jun 7, 2021 - Jan 11, 2022
#10	N/A	-8.98% Sep 26, 2024 - Mar 7, 2025
#11	N/A	-6.40% May 17, 2024 - Jul 31, 2024
#12	N/A	-6.14% Jan 14, 2021 - Feb 16, 2021
#13	N/A	-5.66% Dec 31, 2013 - Feb 18, 2014
#14	N/A	-5.36% Jul 31, 2024 - Aug 19, 2024
#15	N/A	-4.95% Oct 29, 2013 - Dec 30, 2013

Correlation

Correlation between IBTJ and FGD is 0.04 which considered as a very weak or no correlation - the stocks move independently of each other.

0.04

-101

Dividend Comparison (2007 - 2026)

IBTJ vs FGD dividend yield comparison.

Year	IBTJ	FGD
2026	1.89%	1.85%
2025	3.78%	5.62%
2024	3.95%	5.87%
2023	3.48%	6.44%
2022	1.86%	5.74%
2021	0.74%	5.35%
2020	0.61%	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%