TWN vs LGOV

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

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

TWN vs LGOV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

TWN

$652M

Winner

LGOV

$652M

Expense Ratio

TWN

N/A

LGOV

0.49%

Max Drawdown

TWN

71.62%

Winner

LGOV

37.47%

Sharpe Ratio

Winner

TWN

2.56

LGOV

0.10

5Y Beta

TWN

0.92

Winner

LGOV

0.02

5Y Dividends CAGR

Winner

TWN

13.36%

LGOV

0.67%

TWN vs LGOV - Historical Returns

Returns include dividend reinvestment.

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

TWN

-13.33%

Winner

LGOV

-0.97%

Winner

TWN

+5.48%

LGOV

-2.16%

Winner

TWN

+59.76%

LGOV

-1.25%

Winner

TWN

+111.75%

LGOV

+3.81%

5Y(CAGR)

Winner

TWN

+28.48%

LGOV

-2.43%

10Y(CAGR)

TWN

+27.26%

LGOV

N/A

Max(CAGR)

Winner

TWN

+10.73%

LGOV

+1.06%

TWN vs LGOV - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

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

TWN vs LGOV Drawdown Comparison

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

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

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

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

Correlation

Correlation between TWN and LGOV 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)

TWN vs LGOV dividend yield comparison.

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