LDUR vs FGD

Comparison between PIMCO ENHANCED LOW DURATION ACTIVE EXCHANGE-TRADED FUND (LDUR, ETF) and FIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUND (FGD, ETF).

5-Year PerformanceFGD has outperformed LDUR, delivering a return of +10.5% compared to +2.3%

LDUR vs FGD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LDUR(ETF)	FGD(ETF)
Net Assets	$1.40B	$1.50B
Expense Ratio	0.54%	0.55%
Max Drawdown	9.01%	70.20%
Sharpe Ratio	0.33	1.73
5Y Beta	-0.00	0.54
5Y Dividends CAGR	20.43%	4.42%

Net Assets

LDUR

$1.40B

Winner

FGD

$1.50B

Expense Ratio

Winner

LDUR

0.54%

FGD

0.55%

Max Drawdown

Winner

LDUR

9.01%

FGD

70.20%

Sharpe Ratio

LDUR

0.33

Winner

FGD

1.73

5Y Beta

Winner

LDUR

-0.00

FGD

0.54

5Y Dividends CAGR

Winner

LDUR

20.43%

FGD

4.42%

LDUR vs FGD - Historical Returns

Returns include dividend reinvestment.

Period	LDUR	FGD
1 month	+0.41%	-3.75%
3 months	+1.02%	+4.19%
6 months	+1.26%	+7.19%
1 year	+4.19%	+24.86%
5 years(CAGR)	+2.33%	+10.49%
10 years(CAGR)	+2.46%	+10.15%
Max(CAGR)	+2.44%	+5.80%

Winner

LDUR

+0.41%

FGD

-3.75%

LDUR

+1.02%

Winner

FGD

+4.19%

LDUR

+1.26%

Winner

FGD

+7.19%

LDUR

+4.19%

Winner

FGD

+24.86%

5Y(CAGR)

LDUR

+2.33%

Winner

FGD

+10.49%

10Y(CAGR)

LDUR

+2.46%

Winner

FGD

+10.15%

Max(CAGR)

LDUR

+2.44%

Winner

FGD

+5.80%

LDUR vs FGD - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	LDUR	FGD
2026	+1.19%	+6.87%
2025	+5.80%	+44.34%
2024	+5.26%	+6.10%
2023	+4.82%	+8.21%
2022	-4.34%	-7.94%
2021	-0.50%	+21.01%
2020	+4.42%	-5.99%
2019	+4.29%	+20.71%
2018	+1.07%	-13.23%
2017	+2.13%	+16.88%
2016	+2.53%	+13.11%
2015	+2.27%	-10.18%
2014	+1.84%	-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%

LDUR vs FGD Drawdown Comparison

The maximum drawdown for LDUR was -8.68%, occurring on Mar 26, 2020. Recovery took 76 trading sessions.

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

The current LDUR drawdown is -0.03%. The current FGD drawdown is -4.61%.

Rank	LDUR	FGD
#1	-8.68% Mar 9, 2020 - Jun 25, 2020	-68.07% Nov 29, 2007 - Apr 25, 2013
#2	-6.75% Oct 1, 2021 - Jan 31, 2024	-44.84% Feb 12, 2020 - Jan 13, 2021
#3	-1.96% Nov 27, 2015 - Mar 23, 2016	-28.68% Feb 9, 2022 - May 14, 2024
#4	-1.17% Apr 3, 2025 - Apr 30, 2025	-28.08% Jul 3, 2014 - Jul 19, 2017
#5	-1.02% May 27, 2015 - Nov 5, 2015	-20.87% Jan 26, 2018 - Feb 12, 2020
#6	-0.93% Feb 27, 2026 - May 8, 2026	-11.50% Mar 19, 2025 - Apr 24, 2025
#7	-0.91% Oct 13, 2014 - Jan 27, 2015	-10.80% May 8, 2013 - Sep 10, 2013
#8	-0.84% Feb 2, 2015 - Feb 19, 2015	-9.82% Feb 20, 2026 - Mar 20, 2026
#9	-0.80% Nov 16, 2018 - Feb 5, 2019	-9.10% Jun 7, 2021 - Jan 11, 2022
#10	-0.77% Oct 24, 2016 - Jan 24, 2017	-8.98% Sep 26, 2024 - Mar 7, 2025
#11	-0.64% Nov 2, 2017 - May 23, 2018	-6.40% May 17, 2024 - Jul 31, 2024
#12	-0.61% Sep 27, 2024 - Nov 29, 2024	-6.14% Jan 14, 2021 - Feb 16, 2021
#13	-0.60% Feb 1, 2024 - Mar 8, 2024	-5.66% Dec 31, 2013 - Feb 18, 2014
#14	-0.59% May 9, 2014 - Aug 4, 2014	-5.36% Jul 31, 2024 - Aug 19, 2024
#15	-0.56% Apr 14, 2015 - Apr 21, 2015	-4.95% Oct 29, 2013 - Dec 30, 2013

Correlation

Correlation between LDUR and FGD is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86

-101

Dividend Comparison (2007 - 2026)

LDUR vs FGD dividend yield comparison.

Year	LDUR	FGD
2026	1.65%	0.34%
2025	4.60%	5.62%
2024	4.77%	5.87%
2023	4.11%	6.44%
2022	2.22%	5.74%
2021	0.90%	5.35%
2020	2.15%	6.17%
2019	3.14%	5.19%
2018	2.66%	5.88%
2017	2.08%	4.01%
2016	1.85%	4.36%
2015	2.92%	5.07%
2014	1.66%	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%