LGOV vs TWN

Comparison between FIRST TRUST LONG DURATION OPPORTUNITIES ETF (LGOV, ETF) and Taiwan Fund Inc (TWN, ETF).

5-Year PerformanceTWN has outperformed LGOV, delivering a return of +28.5% compared to -2.4%

LGOV vs TWN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LGOV(ETF)	TWN(ETF)
Net Assets	$652M	$652M
Expense Ratio	0.49%	N/A
Max Drawdown	37.47%	71.62%
Sharpe Ratio	0.10	2.56
5Y Beta	0.02	0.92
5Y Dividends CAGR	0.67%	13.36%

Net Assets

Winner

LGOV

$652M

TWN

$652M

Expense Ratio

LGOV

0.49%

TWN

N/A

Max Drawdown

Winner

LGOV

37.47%

TWN

71.62%

Sharpe Ratio

LGOV

0.10

Winner

TWN

2.56

5Y Beta

Winner

LGOV

0.02

TWN

0.92

5Y Dividends CAGR

LGOV

0.67%

Winner

TWN

13.36%

LGOV vs TWN - Historical Returns

Returns include dividend reinvestment.

Period	LGOV	TWN
1 month	-0.97%	-13.33%
3 months	-2.16%	+5.48%
6 months	-1.25%	+59.76%
1 year	+3.81%	+111.75%
5 years(CAGR)	-2.43%	+28.48%
10 years(CAGR)	N/A	+27.26%
Max(CAGR)	+1.06%	+10.73%

Winner

LGOV

-0.97%

TWN

-13.33%

LGOV

-2.16%

Winner

TWN

+5.48%

LGOV

-1.25%

Winner

TWN

+59.76%

LGOV

+3.81%

Winner

TWN

+111.75%

5Y(CAGR)

LGOV

-2.43%

Winner

TWN

+28.48%

10Y(CAGR)

LGOV

N/A

TWN

+27.26%

Max(CAGR)

LGOV

+1.06%

Winner

TWN

+10.73%

LGOV vs TWN - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	LGOV	TWN
2026	-1.14%	+60.49%
2025	+9.08%	+54.22%
2024	-1.38%	+35.45%
2023	+3.91%	+51.64%
2022	-18.69%	-40.37%
2021	-2.09%	+55.56%
2020	+11.10%	+36.34%
2019	+11.54%	+48.10%
2018	N/A	-19.52%
2017	N/A	+32.76%
2016	N/A	+11.50%
2015	N/A	-8.90%
2014	N/A	-0.30%
2013	N/A	+16.46%
2012	N/A	+12.23%
2011	N/A	-23.34%
2010	N/A	+31.46%
2009	N/A	+52.57%
2008	N/A	-45.73%
2007	N/A	+12.03%
2006	N/A	+19.43%
2005	N/A	+14.40%
2004	N/A	+7.28%
2003	N/A	+30.77%
2002	N/A	-26.97%
2001	N/A	+10.64%
2000	N/A	-49.79%
1999	N/A	+13.98%

LGOV vs TWN Drawdown Comparison

The maximum drawdown for LGOV was -30.86%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

The maximum drawdown for TWN was -71.07%, occurring on Sep 20, 2001. Recovery took 2057 trading sessions.

The current LGOV drawdown is -15.89%. The current TWN drawdown is -13.77%.

Rank	LGOV	TWN
#1	-30.86% Mar 9, 2020 - Oct 19, 2023	-71.07% Feb 8, 2000 - Apr 16, 2008
#2	-4.68% Sep 4, 2019 - Jan 30, 2020	-64.47% Apr 16, 2008 - May 8, 2014
#3	-1.68% Mar 28, 2019 - May 13, 2019	-51.72% Jan 3, 2022 - Feb 12, 2024
#4	-1.49% Jul 3, 2019 - Aug 1, 2019	-36.26% Jan 17, 2020 - Jul 2, 2020
#5	-1.15% Feb 26, 2019 - Mar 8, 2019	-29.83% Jan 6, 2025 - Jun 9, 2025
#6	-0.99% Jan 31, 2020 - Feb 18, 2020	-27.91% Jan 25, 2018 - Oct 17, 2019
#7	-0.83% Aug 15, 2019 - Aug 27, 2019	-27.43% May 11, 2015 - Mar 29, 2017
#8	-0.65% Jun 3, 2019 - Jun 18, 2019	-17.72% Jul 10, 2024 - Oct 22, 2024
#9	-0.44% Feb 8, 2019 - Feb 19, 2019	-17.67% Jun 1, 2026 - Jul 20, 2026
#10	-0.43% Feb 1, 2019 - Feb 7, 2019	-15.08% Jul 3, 2014 - May 11, 2015
#11	-0.39% Feb 20, 2019 - Feb 26, 2019	-13.79% May 7, 2021 - Jun 1, 2021
#12	-0.33% May 17, 2019 - May 23, 2019	-12.57% Jul 14, 2021 - Nov 9, 2021
#13	-0.31% Jun 28, 2019 - Jul 2, 2019	-9.61% Mar 7, 2024 - Jun 12, 2024
#14	-0.24% Aug 28, 2019 - Sep 3, 2019	-9.09% Oct 29, 2025 - Dec 9, 2025
#15	-0.24% Aug 8, 2019 - Aug 12, 2019	-9.07% May 6, 2026 - May 26, 2026

Correlation

Correlation between LGOV and TWN is -0.12 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.12

-101

Dividend Comparison (2000 - 2026)

LGOV vs TWN dividend yield comparison.

Year	LGOV	TWN
2026	2.58%	0.00%
2025	4.02%	11.62%
2024	4.03%	19.14%
2023	3.59%	1.26%
2022	1.97%	0.00%
2021	2.58%	7.78%
2020	3.75%	12.91%
2019	3.01%	8.26%
2018	0.00%	11.27%
2017	0.00%	3.16%
2014	0.00%	16.11%
2011	0.00%	3.87%
2010	0.00%	0.42%
2009	0.00%	0.49%
2008	0.00%	1.86%
2007	0.00%	18.04%
2005	0.00%	0.35%
2004	0.00%	0.23%
2000	0.00%	1.96%