UCON vs DFGR
Comparison between FIRST TRUST TCW UNCONSTRAINED PLUS BOND ETF (UCON, ETF) and DIMENSIONAL GLOBAL REAL ESTATE ETF (DFGR, ETF).
UCON vs DFGR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
UCON
$3.20B
DFGR
$3.20B
Expense Ratio
UCON
0.86%
Winner
DFGR
0.22%
Max Drawdown
Winner
UCON
15.31%
DFGR
22.52%
Sharpe Ratio
UCON
0.73
Winner
DFGR
0.85
5Y Beta
Winner
UCON
0.03
DFGR
0.48
P/E Ratio
UCON
N/A
DFGR
34.76
Forward P/E
UCON
N/A
DFGR
36.08
5Y Dividends CAGR
UCON
7.96%
DFGR
N/A
5Y EPS CAGR
UCON
N/A
DFGR
6.96%
Debt to Equity
UCON
N/A
DFGR
13.47%
P/S Ratio
UCON
N/A
DFGR
7.54
P/B Ratio
UCON
N/A
DFGR
2.57
UCON vs DFGR - Historical Returns
Returns include dividend reinvestment.
1M
UCON
+0.52%
Winner
DFGR
+4.51%
3M
UCON
+0.13%
Winner
DFGR
+4.76%
6M
UCON
+1.41%
Winner
DFGR
+9.36%
1Y
UCON
+6.00%
Winner
DFGR
+14.43%
5Y(CAGR)
UCON
+2.81%
DFGR
N/A
Max(CAGR)
UCON
+3.74%
Winner
DFGR
+8.14%
UCON vs DFGR - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | UCON | DFGR |
|---|---|---|
| 2026 | +0.66% | +9.78% |
| 2025 | +7.00% | +8.30% |
| 2024 | +4.90% | +1.46% |
| 2023 | +7.67% | +9.39% |
| 2022 | -5.72% | -1.24% |
| 2021 | +1.05% | N/A |
| 2020 | +6.67% | N/A |
| 2019 | +7.13% | N/A |
| 2018 | +1.11% | N/A |
UCON vs DFGR Drawdown Comparison
The maximum drawdown for UCON was -15.31%, occurring on Mar 18, 2020. Recovery took 83 trading sessions.
The maximum drawdown for DFGR was -21.27%, occurring on Oct 25, 2023. Recovery took 363 trading sessions.
The current UCON drawdown is -0.51%. The current DFGR drawdown is -0.62%.
| Rank | UCON | DFGR |
|---|---|---|
| #1 | -15.31% Mar 5, 2020 - Jul 2, 2020 | -21.27% Feb 2, 2023 - Jul 16, 2024 |
| #2 | -9.60% Sep 14, 2021 - Dec 14, 2023 | -17.56% Sep 16, 2024 - Feb 6, 2026 |
| #3 | -2.45% Feb 26, 2026 - Mar 26, 2026 | -9.15% Feb 17, 2026 - Apr 17, 2026 |
| #4 | -1.70% Feb 1, 2024 - May 15, 2024 | -5.27% Dec 13, 2022 - Jan 11, 2023 |
| #5 | -1.67% Sep 24, 2024 - Feb 24, 2025 | -2.80% Aug 2, 2024 - Aug 9, 2024 |
| #6 | -1.53% Mar 3, 2025 - May 30, 2025 | -2.59% Jul 17, 2024 - Jul 30, 2024 |
| #7 | -1.12% Nov 9, 2018 - Jan 10, 2019 | -2.21% Apr 20, 2026 - May 6, 2026 |
| #8 | -1.07% Feb 11, 2021 - May 26, 2021 | -1.65% Jan 12, 2023 - Jan 24, 2023 |
| #9 | -0.96% Sep 4, 2019 - Oct 1, 2019 | -0.94% Jan 27, 2023 - Jan 31, 2023 |
| #10 | -0.88% Feb 24, 2020 - Mar 3, 2020 | -0.86% May 6, 2026 - May 7, 2026 |
| #11 | -0.87% Dec 28, 2023 - Jan 12, 2024 | -0.60% Aug 9, 2024 - Aug 13, 2024 |
| #12 | -0.83% Oct 13, 2020 - Nov 5, 2020 | -0.53% Aug 27, 2024 - Aug 30, 2024 |
| #13 | -0.75% Oct 28, 2025 - Nov 25, 2025 | -0.21% Aug 30, 2024 - Sep 4, 2024 |
| #14 | -0.73% May 15, 2024 - Jun 4, 2024 | -0.11% Aug 14, 2024 - Aug 19, 2024 |
| #15 | -0.73% Feb 19, 2019 - Mar 6, 2019 | -0.11% Aug 19, 2024 - Aug 21, 2024 |
Correlation
Correlation between UCON and DFGR is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2018 - 2026)
UCON vs DFGR dividend yield comparison.
| Year | UCON | DFGR |
|---|---|---|
| 2026 | 1.44% | 0.35% |
| 2025 | 4.63% | 4.05% |
| 2024 | 4.95% | 3.73% |
| 2023 | 4.75% | 2.77% |
| 2022 | 3.12% | 0.59% |
| 2021 | 2.20% | 0.00% |
| 2020 | 3.14% | 0.00% |
| 2019 | 3.25% | 0.00% |
| 2018 | 1.76% | 0.00% |
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