IGEB vs FGD

Comparison between ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF (IGEB, ETF) and FIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUND (FGD, ETF).

5-Year PerformanceFGD has outperformed IGEB, delivering a return of +10.8% compared to +1.0%

IGEB vs FGD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IGEB(ETF)	FGD(ETF)
Net Assets	$1.40B	$1.50B
Expense Ratio	0.18%	0.55%
Max Drawdown	26.13%	70.20%
Sharpe Ratio	0.36	1.73
5Y Beta	0.11	0.54
5Y Dividends CAGR	3.15%	4.42%

Net Assets

IGEB

$1.40B

Winner

FGD

$1.50B

Expense Ratio

Winner

IGEB

0.18%

FGD

0.55%

Max Drawdown

Winner

IGEB

26.13%

FGD

70.20%

Sharpe Ratio

IGEB

0.36

Winner

FGD

1.73

5Y Beta

Winner

IGEB

0.11

FGD

0.54

5Y Dividends CAGR

IGEB

3.15%

Winner

FGD

4.42%

IGEB vs FGD - Historical Returns

Returns include dividend reinvestment.

Period	IGEB	FGD
1 month	+0.70%	-3.22%
3 months	+1.44%	+3.98%
6 months	+0.75%	+8.42%
1 year	+5.09%	+27.07%
5 years(CAGR)	+0.98%	+10.79%
10 years(CAGR)	+3.16%	+9.26%
Max(CAGR)	+3.16%	+5.83%

Winner

IGEB

+0.70%

FGD

-3.22%

IGEB

+1.44%

Winner

FGD

+3.98%

IGEB

+0.75%

Winner

FGD

+8.42%

IGEB

+5.09%

Winner

FGD

+27.07%

5Y(CAGR)

IGEB

+0.98%

Winner

FGD

+10.79%

10Y(CAGR)

IGEB

+3.16%

Winner

FGD

+9.26%

Max(CAGR)

IGEB

+3.16%

Winner

FGD

+5.83%

IGEB vs FGD - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	IGEB	FGD
2026	+0.69%	+7.46%
2025	+8.14%	+44.34%
2024	+3.64%	+6.10%
2023	+9.01%	+8.21%
2022	-14.22%	-7.94%
2021	-0.76%	+21.01%
2020	+10.93%	-5.99%
2019	+15.54%	+20.71%
2018	-2.06%	-13.23%
2017	+1.53%	+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%

IGEB vs FGD Drawdown Comparison

The maximum drawdown for IGEB was -21.13%, occurring on Oct 20, 2022. Recovery took 1010 trading sessions.

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

The current IGEB drawdown is -0.82%. The current FGD drawdown is -4.09%.

Rank	IGEB	FGD
#1	-21.13% Aug 4, 2021 - Aug 13, 2025	-68.07% Nov 29, 2007 - Apr 25, 2013
#2	-16.51% Mar 5, 2020 - Jun 8, 2020	-44.84% Feb 12, 2020 - Jan 13, 2021
#3	-5.02% Dec 31, 2020 - Jul 19, 2021	-28.68% Feb 9, 2022 - May 14, 2024
#4	-4.64% Dec 18, 2017 - Feb 26, 2019	-28.08% Jul 3, 2014 - Jul 19, 2017
#5	-2.88% Feb 23, 2026 - Mar 27, 2026	-20.87% Jan 26, 2018 - Feb 12, 2020
#6	-2.43% Sep 4, 2019 - Oct 4, 2019	-11.50% Mar 19, 2025 - Apr 24, 2025
#7	-2.24% Aug 6, 2020 - Nov 19, 2020	-10.80% May 8, 2013 - Sep 10, 2013
#8	-1.37% Oct 27, 2025 - Jan 14, 2026	-9.82% Feb 20, 2026 - Mar 20, 2026
#9	-1.36% Jul 3, 2019 - Aug 1, 2019	-9.10% Jun 7, 2021 - Jan 11, 2022
#10	-1.28% Oct 4, 2019 - Nov 25, 2019	-8.98% Sep 26, 2024 - Mar 7, 2025
#11	-0.84% Sep 15, 2025 - Oct 14, 2025	-6.40% May 17, 2024 - Jul 31, 2024
#12	-0.79% Nov 7, 2017 - Dec 5, 2017	-6.14% Jan 14, 2021 - Feb 16, 2021
#13	-0.79% Sep 6, 2017 - Nov 2, 2017	-5.66% Dec 31, 2013 - Feb 18, 2014
#14	-0.75% Jan 14, 2026 - Feb 5, 2026	-5.36% Jul 31, 2024 - Aug 19, 2024
#15	-0.68% Apr 10, 2019 - Apr 24, 2019	-4.95% Oct 29, 2013 - Dec 30, 2013

Correlation

Correlation between IGEB and FGD is 0.65 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.65

-101

Dividend Comparison (2007 - 2026)

IGEB vs FGD dividend yield comparison.

Year	IGEB	FGD
2026	2.12%	0.34%
2025	4.92%	5.62%
2024	5.09%	5.87%
2023	4.60%	6.44%
2022	3.63%	5.74%
2021	3.84%	5.35%
2020	3.78%	6.17%
2019	5.61%	5.19%
2018	3.59%	5.88%
2017	1.62%	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%