ICSH vs FDL
Comparison between ISHARES ULTRA SHORT-TERM BOND ACTIVE ETF (ICSH, ETF) and FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND (FDL, ETF).
5-Year PerformanceFDL has outperformed ICSH, delivering a return of +11.9% compared to +3.6%
ICSH vs FDL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
ICSH vs FDL - Historical Returns
Returns include dividend reinvestment.
ICSH vs FDL - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | ICSH | FDL |
|---|---|---|
| 2026 | +1.25% | +10.44% |
| 2025 | +4.94% | +14.75% |
| 2024 | +5.51% | +16.15% |
| 2023 | +5.58% | +3.12% |
| 2022 | +0.96% | +6.12% |
| 2021 | +0.16% | +27.30% |
| 2020 | +1.59% | -4.69% |
| 2019 | +3.18% | +23.95% |
| 2018 | +2.27% | -6.43% |
| 2017 | +1.70% | +11.08% |
| 2016 | +0.86% | +21.68% |
| 2015 | +0.21% | +2.54% |
| 2014 | +0.14% | +14.35% |
| 2013 | +0.02% | +20.24% |
| 2012 | N/A | +9.29% |
| 2011 | N/A | +13.63% |
| 2010 | N/A | +15.25% |
| 2009 | N/A | +11.95% |
| 2008 | N/A | -29.98% |
| 2007 | N/A | -11.29% |
| 2006 | N/A | +18.40% |
ICSH vs FDL Drawdown Comparison
The maximum drawdown for ICSH was -3.94%, occurring on Mar 23, 2020. Recovery took 46 trading sessions.
The maximum drawdown for FDL was -65.91%, occurring on Mar 5, 2009. Recovery took 1446 trading sessions.
The current FDL drawdown is -3.59%.
| Rank | ICSH | FDL |
|---|---|---|
| #1 | -3.94% Mar 9, 2020 - May 13, 2020 | -65.91% May 22, 2007 - Feb 19, 2013 |
| #2 | -1.24% Apr 7, 2014 - May 8, 2014 | -41.40% Dec 23, 2019 - Feb 22, 2021 |
| #3 | -0.73% Sep 20, 2021 - Nov 8, 2022 | -16.45% May 27, 2022 - Feb 1, 2023 |
| #4 | -0.53% Oct 29, 2015 - Feb 12, 2016 | -14.67% Feb 13, 2023 - Jan 5, 2024 |
| #5 | -0.40% Jul 23, 2015 - Aug 25, 2015 | -13.30% Jan 26, 2018 - Mar 13, 2019 |
| #6 | -0.39% Oct 21, 2014 - Jan 5, 2015 | -12.24% Feb 28, 2025 - Jul 2, 2025 |
| #7 | -0.38% Feb 12, 2016 - Mar 4, 2016 | -11.18% Jan 22, 2015 - Oct 22, 2015 |
| #8 | -0.38% Dec 2, 2016 - Dec 22, 2016 | -8.90% Nov 29, 2024 - Feb 20, 2025 |
| #9 | -0.38% Nov 3, 2016 - Nov 23, 2016 | -7.05% Jul 26, 2019 - Sep 11, 2019 |
| #10 | -0.34% Dec 22, 2016 - Jan 24, 2017 | -6.20% May 10, 2021 - Dec 15, 2021 |
| #11 | -0.30% Nov 23, 2016 - Dec 1, 2016 | -6.06% May 15, 2013 - Jul 23, 2013 |
| #12 | -0.30% Oct 25, 2016 - Nov 3, 2016 | -5.82% Dec 29, 2015 - Feb 16, 2016 |
| #13 | -0.28% Aug 17, 2016 - Sep 20, 2016 | -5.82% Apr 20, 2022 - May 26, 2022 |
| #14 | -0.26% Aug 25, 2015 - Oct 29, 2015 | -5.55% Feb 20, 2007 - Apr 16, 2007 |
| #15 | -0.25% May 13, 2014 - Oct 10, 2014 | -5.46% Mar 28, 2024 - May 13, 2024 |
Correlation
Correlation between ICSH and FDL is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2006 - 2026)
ICSH vs FDL dividend yield comparison.
| Year | ICSH | FDL |
|---|---|---|
| 2026 | 1.34% | 0.82% |
| 2025 | 4.55% | 4.04% |
| 2024 | 5.24% | 4.96% |
| 2023 | 4.78% | 4.58% |
| 2022 | 1.66% | 3.58% |
| 2021 | 0.42% | 4.59% |
| 2020 | 1.21% | 4.48% |
| 2019 | 2.61% | 3.75% |
| 2018 | 2.20% | 3.97% |
| 2017 | 1.36% | 3.18% |
| 2016 | 0.88% | 2.93% |
| 2015 | 0.54% | 3.65% |
| 2014 | 0.46% | 3.35% |
| 2013 | 0.00% | 3.13% |
| 2012 | 0.00% | 3.84% |
| 2011 | 0.00% | 3.47% |
| 2010 | 0.00% | 3.62% |
| 2009 | 0.00% | 4.01% |
| 2008 | 0.00% | 6.10% |
| 2007 | 0.00% | 4.38% |
| 2006 | 0.00% | 2.55% |
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