UCON vs FNDC
Comparison between FIRST TRUST TCW UNCONSTRAINED PLUS BOND ETF (UCON, ETF) and SCHWAB FUNDAMENTAL INTERNATIONAL SMALL COMPANY INDEX ETF (FNDC, ETF).
5-Year PerformanceFNDC has outperformed UCON, delivering a return of +6.6% compared to +2.7%
UCON vs FNDC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
UCON vs FNDC - Historical Returns
Returns include dividend reinvestment.
UCON vs FNDC - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | UCON | FNDC |
|---|---|---|
| 2026 | +0.44% | +7.63% |
| 2025 | +7.00% | +36.15% |
| 2024 | +4.90% | +2.80% |
| 2023 | +7.67% | +15.02% |
| 2022 | -5.72% | -15.14% |
| 2021 | +1.05% | +10.17% |
| 2020 | +6.67% | +5.92% |
| 2019 | +7.13% | +20.39% |
| 2018 | +1.11% | -19.82% |
| 2017 | N/A | +28.25% |
| 2016 | N/A | +10.64% |
| 2015 | N/A | +5.26% |
| 2014 | N/A | -3.46% |
| 2013 | N/A | +11.10% |
UCON vs FNDC Drawdown Comparison
The maximum drawdown for UCON was -15.31%, occurring on Mar 18, 2020. Recovery took 83 trading sessions.
The maximum drawdown for FNDC was -43.24%, occurring on Mar 23, 2020. Recovery took 741 trading sessions.
The current UCON drawdown is -0.72%. The current FNDC drawdown is -4.52%.
| Rank | UCON | FNDC |
|---|---|---|
| #1 | -15.31% Mar 5, 2020 - Jul 2, 2020 | -43.24% Jan 26, 2018 - Jan 6, 2021 |
| #2 | -9.60% Sep 14, 2021 - Dec 14, 2023 | -32.13% Sep 3, 2021 - Sep 19, 2024 |
| #3 | -2.45% Feb 26, 2026 - Mar 26, 2026 | -18.64% May 15, 2015 - Aug 11, 2016 |
| #4 | -1.70% Feb 1, 2024 - May 15, 2024 | -14.60% Jul 3, 2014 - May 14, 2015 |
| #5 | -1.67% Sep 24, 2024 - Feb 24, 2025 | -12.00% Sep 26, 2024 - Apr 24, 2025 |
| #6 | -1.53% Mar 3, 2025 - May 30, 2025 | -11.20% Feb 27, 2026 - May 6, 2026 |
| #7 | -1.12% Nov 9, 2018 - Jan 10, 2019 | -6.80% Jun 7, 2021 - Sep 3, 2021 |
| #8 | -1.07% Feb 11, 2021 - May 26, 2021 | -6.05% Jan 21, 2014 - Feb 24, 2014 |
| #9 | -0.96% Sep 4, 2019 - Oct 1, 2019 | -5.00% Sep 15, 2025 - Nov 28, 2025 |
| #10 | -0.88% Feb 24, 2020 - Mar 3, 2020 | -4.75% Sep 22, 2016 - Jan 4, 2017 |
| #11 | -0.87% Dec 28, 2023 - Jan 12, 2024 | -4.52% May 8, 2026 - Jun 5, 2026 |
| #12 | -0.83% Oct 13, 2020 - Nov 5, 2020 | -3.98% Mar 6, 2014 - Apr 2, 2014 |
| #13 | -0.75% Oct 28, 2025 - Nov 25, 2025 | -3.95% Jan 8, 2021 - Feb 5, 2021 |
| #14 | -0.73% May 15, 2024 - Jun 4, 2024 | -3.85% Aug 23, 2013 - Sep 9, 2013 |
| #15 | -0.73% Feb 19, 2019 - Mar 6, 2019 | -3.75% May 7, 2021 - Jun 1, 2021 |
Correlation
Correlation between UCON and FNDC is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2013 - 2026)
UCON vs FNDC dividend yield comparison.
| Year | UCON | FNDC |
|---|---|---|
| 2026 | 1.83% | 0.00% |
| 2025 | 4.63% | 3.86% |
| 2024 | 4.95% | 3.59% |
| 2023 | 4.75% | 2.86% |
| 2022 | 3.12% | 1.98% |
| 2021 | 2.20% | 2.58% |
| 2020 | 3.14% | 1.77% |
| 2019 | 3.25% | 2.71% |
| 2018 | 1.76% | 2.68% |
| 2017 | 0.00% | 1.94% |
| 2016 | 0.00% | 1.95% |
| 2015 | 0.00% | 1.30% |
| 2014 | 0.00% | 1.61% |
| 2013 | 0.00% | 0.64% |
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