RING vs UCON

Comparison between ISHARES MSCI GLOBAL GOLD MINERS ETF (RING, ETF) and FIRST TRUST TCW UNCONSTRAINED PLUS BOND ETF (UCON, ETF).

5-Year PerformanceRING has outperformed UCON, delivering a return of +23.6% compared to +2.8%

RING vs UCON - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	RING(ETF)	UCON(ETF)
Net Assets	$3.20B	$3.20B
Expense Ratio	0.39%	0.86%
Max Drawdown	80.20%	15.31%
Sharpe Ratio	1.65	0.73
5Y Beta	0.72	0.03
5Y Dividends CAGR	22.59%	7.96%

Net Assets

RING

$3.20B

UCON

$3.20B

Expense Ratio

Winner

RING

0.39%

UCON

0.86%

Max Drawdown

RING

80.20%

Winner

UCON

15.31%

Sharpe Ratio

Winner

RING

1.65

UCON

0.73

5Y Beta

RING

0.72

Winner

UCON

0.03

5Y Dividends CAGR

Winner

RING

22.59%

UCON

7.96%

RING vs UCON - Historical Returns

Returns include dividend reinvestment.

Period	RING	UCON
1 month	-2.62%	+0.52%
3 months	-6.34%	+0.13%
6 months	+33.43%	+1.41%
1 year	+102.39%	+6.00%
5 years(CAGR)	+23.58%	+2.81%
10 years(CAGR)	+16.64%	N/A
Max(CAGR)	+4.68%	+3.74%

RING

-2.62%

Winner

UCON

+0.52%

RING

-6.34%

Winner

UCON

+0.13%

Winner

RING

+33.43%

UCON

+1.41%

Winner

RING

+102.39%

UCON

+6.00%

5Y(CAGR)

Winner

RING

+23.58%

UCON

+2.81%

10Y(CAGR)

RING

+16.64%

UCON

N/A

Max(CAGR)

Winner

RING

+4.68%

UCON

+3.74%

RING vs UCON - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	RING	UCON
2026	+11.79%	+0.66%
2025	+153.99%	+7.00%
2024	+18.15%	+4.90%
2023	+7.89%	+7.67%
2022	-13.64%	-5.72%
2021	-14.07%	+1.05%
2020	+25.24%	+6.67%
2019	+49.36%	+7.13%
2018	-15.61%	+1.11%
2017	+6.03%	N/A
2016	+53.92%	N/A
2015	-27.59%	N/A
2014	-20.43%	N/A
2013	-53.26%	N/A
2012	-23.54%	N/A

RING vs UCON Drawdown Comparison

The maximum drawdown for RING was -79.47%, occurring on Nov 17, 2015. Recovery took 3337 trading sessions.

The maximum drawdown for UCON was -15.31%, occurring on Mar 18, 2020. Recovery took 83 trading sessions.

The current RING drawdown is -17.29%. The current UCON drawdown is -0.51%.

Rank	RING	UCON
#1	-79.47% Feb 23, 2012 - Jun 2, 2025	-15.31% Mar 5, 2020 - Jul 2, 2020
#2	-30.11% Feb 27, 2026 - Mar 20, 2026	-9.60% Sep 14, 2021 - Dec 14, 2023
#3	-19.22% Oct 16, 2025 - Dec 11, 2025	-2.45% Feb 26, 2026 - Mar 26, 2026
#4	-18.47% Jan 28, 2026 - Feb 26, 2026	-1.70% Feb 1, 2024 - May 15, 2024
#5	-6.55% Dec 26, 2025 - Jan 6, 2026	-1.67% Sep 24, 2024 - Feb 24, 2025
#6	-6.34% Jun 13, 2025 - Jul 22, 2025	-1.53% Mar 3, 2025 - May 30, 2025
#7	-5.29% Jul 22, 2025 - Aug 4, 2025	-1.12% Nov 9, 2018 - Jan 10, 2019
#8	-5.02% Feb 2, 2012 - Feb 23, 2012	-1.07% Feb 11, 2021 - May 26, 2021
#9	-4.54% Oct 8, 2025 - Oct 13, 2025	-0.96% Sep 4, 2019 - Oct 1, 2019
#10	-4.32% Jun 2, 2025 - Jun 13, 2025	-0.88% Feb 24, 2020 - Mar 3, 2020
#11	-2.96% Aug 15, 2025 - Aug 21, 2025	-0.87% Dec 28, 2023 - Jan 12, 2024
#12	-2.61% Sep 15, 2025 - Sep 19, 2025	-0.83% Oct 13, 2020 - Nov 5, 2020
#13	-2.54% Sep 23, 2025 - Sep 26, 2025	-0.75% Oct 28, 2025 - Nov 25, 2025
#14	-1.99% Oct 6, 2025 - Oct 8, 2025	-0.73% May 15, 2024 - Jun 4, 2024
#15	-1.89% Dec 11, 2025 - Dec 19, 2025	-0.73% Feb 19, 2019 - Mar 6, 2019

Correlation

Correlation between RING and UCON is 0.84 which considered as a strong positive correlation - the stocks tend to move together.

0.84

-101

Dividend Comparison (2012 - 2026)

RING vs UCON dividend yield comparison.

Year	RING	UCON
2026	0.00%	1.44%
2025	0.84%	4.63%
2024	1.43%	4.95%
2023	2.01%	4.75%
2022	2.29%	3.12%
2021	2.38%	2.20%
2020	0.83%	3.14%
2019	0.83%	3.25%
2018	0.70%	1.76%
2017	0.42%	0.00%
2016	1.41%	0.00%
2015	0.96%	0.00%
2014	0.85%	0.00%
2013	1.49%	0.00%
2012	0.98%	0.00%