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TDIV vs EAGG

Comparison between FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND (TDIV, ETF) and ISHARES ESG AWARE U.S. AGGREGATE BOND ETF (EAGG, ETF).

5-Year PerformanceTDIV has outperformed EAGG, delivering a return of +17.7% compared to -0.1%

TDIV vs EAGG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
TDIV
$4.70B
Winner
EAGG
$4.80B
Expense Ratio
TDIV
0.50%
Winner
EAGG
0.10%
Max Drawdown
TDIV
33.00%
Winner
EAGG
22.96%
Sharpe Ratio
Winner
TDIV
1.75
EAGG
0.16
5Y Beta
TDIV
1.18
Winner
EAGG
0.04
P/E Ratio
TDIV
28.22
EAGG
N/A
Forward P/E
TDIV
21.07
EAGG
N/A
PEG Ratio
TDIV
0.10
EAGG
N/A
5Y Dividends CAGR
TDIV
7.10%
Winner
EAGG
18.22%
5Y EPS CAGR
TDIV
12.05%
EAGG
N/A
P/S Ratio
TDIV
0.12
EAGG
N/A
P/B Ratio
TDIV
5.34
EAGG
N/A

TDIV vs EAGG - Historical Returns

Returns include dividend reinvestment.

1M
Winner
TDIV
+4.45%
EAGG
-0.72%
3M
Winner
TDIV
+21.99%
EAGG
-1.30%
6M
Winner
TDIV
+18.21%
EAGG
+0.21%
1Y
Winner
TDIV
+41.11%
EAGG
+4.73%
5Y(CAGR)
Winner
TDIV
+17.69%
EAGG
-0.09%
10Y(CAGR)
TDIV
+18.44%
EAGG
N/A
Max(CAGR)
Winner
TDIV
+16.34%
EAGG
+2.01%

TDIV vs EAGG - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

YearTDIVEAGG
2026+21.74%-0.08%
2025+25.23%+7.09%
2024+26.42%+1.63%
2023+36.86%+4.92%
2022-23.15%-12.52%
2021+31.03%-1.26%
2020+15.75%+7.20%
2019+32.74%+8.51%
2018-4.28%+2.35%
2017+20.89%N/A
2016+21.22%N/A
2015-6.34%N/A
2014+17.17%N/A
2013+26.27%N/A
2012-2.06%N/A

TDIV vs EAGG Drawdown Comparison

The maximum drawdown for TDIV was -31.97%, occurring on Oct 12, 2022. Recovery took 486 trading sessions.

The maximum drawdown for EAGG was -18.75%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The current TDIV drawdown is -8.10%. The current EAGG drawdown is -3.17%.

RankTDIVEAGG
#1-31.97%
Jan 4, 2022 - Dec 11, 2023
-18.75%
Aug 4, 2020 - Oct 20, 2022
#2-31.59%
Feb 12, 2020 - Aug 28, 2020
-6.98%
Mar 9, 2020 - Apr 23, 2020
#3-23.00%
Feb 20, 2025 - Jun 5, 2025
-2.12%
Sep 4, 2019 - Jan 21, 2020
#4-18.49%
Oct 3, 2018 - Mar 15, 2019
-0.95%
Apr 23, 2020 - May 20, 2020
#5-18.41%
Feb 24, 2015 - Jul 12, 2016
-0.80%
Jul 3, 2019 - Aug 1, 2019
#6-12.13%
Apr 23, 2019 - Jul 23, 2019
-0.71%
Mar 27, 2019 - May 7, 2019
#7-11.43%
Jul 16, 2024 - Sep 24, 2024
-0.61%
Jan 3, 2019 - Jan 30, 2019
#8-10.72%
Oct 28, 2025 - Apr 16, 2026
-0.59%
Feb 26, 2019 - Mar 7, 2019
#9-10.54%
Sep 2, 2020 - Nov 16, 2020
-0.55%
Jan 31, 2020 - Feb 18, 2020
#10-10.17%
Jan 26, 2018 - Mar 9, 2018
-0.53%
Jun 2, 2020 - Jun 10, 2020
#11-9.71%
Sep 14, 2012 - Jan 14, 2013
-0.48%
Oct 29, 2018 - Nov 19, 2018
#12-9.36%
Sep 18, 2014 - Nov 18, 2014
-0.44%
Aug 15, 2019 - Aug 23, 2019
#13-8.90%
Jul 24, 2019 - Oct 28, 2019
-0.41%
Jan 31, 2019 - Feb 8, 2019
#14-8.88%
Jun 2, 2026 - Jun 5, 2026
-0.29%
Feb 8, 2019 - Feb 19, 2019
#15-8.25%
Mar 12, 2018 - Aug 24, 2018
-0.29%
May 15, 2019 - May 23, 2019

Correlation

Correlation between TDIV and EAGG is 0.26 which considered as a very weak or no correlation - the stocks move independently of each other.

0.26
-101

Dividend Comparison (2012 - 2026)

TDIV vs EAGG dividend yield comparison.

YearTDIVEAGG
20260.27%1.67%
20251.40%3.91%
20241.59%3.93%
20231.74%3.24%
20222.51%2.07%
20211.76%1.09%
20202.07%1.82%
20192.27%3.17%
20182.97%0.61%
20172.27%0.00%
20162.45%0.00%
20152.52%0.00%
20142.80%0.00%
20132.31%0.00%
20121.04%0.00%

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