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MEAR vs FGD

Comparison between ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF (MEAR, ETF) and FIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUND (FGD, ETF).

5-Year PerformanceFGD has outperformed MEAR, delivering a return of +11.3% compared to +2.5%

MEAR vs FGD - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
MEAR
$1.40B
Winner
FGD
$1.50B
Expense Ratio
Winner
MEAR
0.26%
FGD
0.55%
Max Drawdown
Winner
MEAR
2.82%
FGD
70.20%
Sharpe Ratio
MEAR
-0.73
Winner
FGD
1.80
5Y Beta
Winner
MEAR
0.01
FGD
0.53
5Y Dividends CAGR
Winner
MEAR
39.10%
FGD
4.42%

MEAR vs FGD - Historical Returns

Returns include dividend reinvestment.

1M
Winner
MEAR
+0.38%
FGD
-1.84%
3M
MEAR
+0.42%
Winner
FGD
+5.58%
6M
MEAR
+1.31%
Winner
FGD
+10.57%
1Y
MEAR
+3.10%
Winner
FGD
+29.43%
5Y(CAGR)
MEAR
+2.45%
Winner
FGD
+11.28%
10Y(CAGR)
MEAR
+1.78%
Winner
FGD
+9.90%
Max(CAGR)
MEAR
+1.68%
Winner
FGD
+5.90%

MEAR vs FGD - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearMEARFGD
2026+1.12%+8.54%
2025+3.72%+44.34%
2024+3.28%+6.10%
2023+3.91%+8.21%
2022+0.12%-7.94%
2021+0.16%+21.01%
2020+1.02%-5.99%
2019+2.03%+20.71%
2018+1.54%-13.23%
2017+0.88%+16.88%
2016+0.61%+13.11%
2015+0.54%-10.18%
2014N/A-0.01%
2013N/A+16.37%
2012N/A+13.69%
2011N/A-3.02%
2010N/A+10.29%
2009N/A+58.23%
2008N/A-50.12%
2007N/A+2.70%

MEAR vs FGD Drawdown Comparison

The maximum drawdown for MEAR was -2.68%, occurring on Mar 23, 2020. Recovery took 80 trading sessions.

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

The current MEAR drawdown is -0.01%. The current FGD drawdown is -3.12%.

RankMEARFGD
#1-2.68%
Mar 6, 2020 - Jun 30, 2020
-68.07%
Nov 29, 2007 - Apr 25, 2013
#2-1.12%
Jul 22, 2021 - Jan 4, 2023
-44.84%
Feb 12, 2020 - Jan 13, 2021
#3-0.87%
Aug 23, 2016 - Feb 8, 2017
-28.68%
Feb 9, 2022 - May 14, 2024
#4-0.86%
Apr 3, 2025 - May 15, 2025
-28.08%
Jul 3, 2014 - Jul 19, 2017
#5-0.78%
Sep 14, 2015 - Feb 17, 2016
-20.87%
Jan 26, 2018 - Feb 12, 2020
#6-0.56%
Mar 6, 2015 - Aug 7, 2015
-11.50%
Mar 19, 2025 - Apr 24, 2025
#7-0.52%
Sep 14, 2017 - May 9, 2018
-10.80%
May 8, 2013 - Sep 10, 2013
#8-0.47%
Feb 26, 2026 - May 6, 2026
-9.82%
Feb 20, 2026 - Mar 20, 2026
#9-0.43%
Feb 17, 2017 - Feb 23, 2017
-9.10%
Jun 7, 2021 - Jan 11, 2022
#10-0.36%
Apr 12, 2023 - May 31, 2023
-8.98%
Sep 26, 2024 - Mar 7, 2025
#11-0.36%
Feb 8, 2017 - Feb 13, 2017
-6.40%
May 17, 2024 - Jul 31, 2024
#12-0.36%
Sep 8, 2020 - Dec 23, 2020
-6.14%
Jan 14, 2021 - Feb 16, 2021
#13-0.36%
Mar 7, 2017 - Apr 10, 2017
-5.66%
Dec 31, 2013 - Feb 18, 2014
#14-0.35%
Feb 17, 2016 - May 10, 2016
-5.36%
Jul 31, 2024 - Aug 19, 2024
#15-0.32%
Jun 21, 2018 - Jun 28, 2018
-4.95%
Oct 29, 2013 - Dec 30, 2013

Correlation

Correlation between MEAR and FGD is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91
-101

Dividend Comparison (2007 - 2026)

MEAR vs FGD dividend yield comparison.

YearMEARFGD
20261.14%0.33%
20252.95%5.62%
20243.44%5.87%
20233.30%6.44%
20220.88%5.74%
20210.30%5.35%
20200.90%6.17%
20191.57%5.19%
20181.36%5.88%
20171.01%4.01%
20160.81%4.36%
20150.53%5.07%
20140.00%5.18%
20130.00%4.51%
20120.00%4.93%
20110.00%5.15%
20100.00%4.23%
20090.00%3.13%
20080.00%9.79%
20070.00%0.52%

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