UCON vs IBDV

Comparison between FIRST TRUST TCW UNCONSTRAINED PLUS BOND ETF (UCON, ETF) and ISHARES IBONDS DEC 2030 TERM CORPORATE ETF (IBDV, ETF).

5-Year PerformanceUCON has outperformed IBDV, delivering a return of +2.7% compared to +0.6%

UCON vs IBDV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UCON(ETF)	IBDV(ETF)
Net Assets	$3.30B	$3.30B
Expense Ratio	0.86%	0.10%
Max Drawdown	15.31%	24.90%
Sharpe Ratio	-0.05	-0.36
5Y Beta	0.04	0.06
5Y Dividends CAGR	9.97%	13.37%

Net Assets

UCON

$3.30B

IBDV

$3.30B

Expense Ratio

UCON

0.86%

Winner

IBDV

0.10%

Max Drawdown

Winner

UCON

15.31%

IBDV

24.90%

Sharpe Ratio

Winner

UCON

-0.05

IBDV

-0.36

5Y Beta

Winner

UCON

0.04

IBDV

0.06

5Y Dividends CAGR

UCON

9.97%

Winner

IBDV

13.37%

UCON vs IBDV - Historical Returns

Returns include dividend reinvestment.

Period	UCON	IBDV
1 month	-0.14%	+0.20%
3 months	+0.18%	+0.26%
6 months	+0.23%	+0.11%
1 year	+3.72%	+2.91%
5 years(CAGR)	+2.73%	+0.59%
10 years(CAGR)	+3.63%	N/A
Max(CAGR)	+3.63%	+1.09%

UCON

-0.14%

Winner

IBDV

+0.20%

UCON

+0.18%

Winner

IBDV

+0.26%

Winner

UCON

+0.23%

IBDV

+0.11%

Winner

UCON

+3.72%

IBDV

+2.91%

5Y(CAGR)

Winner

UCON

+2.73%

IBDV

+0.59%

10Y(CAGR)

UCON

+3.63%

IBDV

N/A

Max(CAGR)

Winner

UCON

+3.63%

IBDV

+1.09%

UCON vs IBDV - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

Year	UCON	IBDV
2026	+0.69%	+0.59%
2025	+7.00%	+8.24%
2024	+4.90%	+3.94%
2023	+7.67%	+7.89%
2022	-5.72%	-14.02%
2021	+1.05%	-2.38%
2020	+6.67%	+5.32%
2019	+7.13%	N/A
2018	+1.11%	N/A

UCON vs IBDV Drawdown Comparison

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

The maximum drawdown for IBDV was -21.85%, occurring on Oct 20, 2022. Recovery took 1180 trading sessions.

The current UCON drawdown is -0.54%. The current IBDV drawdown is -0.61%.

Rank	UCON	IBDV
#1	-15.31% Mar 5, 2020 - Jul 2, 2020	-21.85% Dec 31, 2020 - Sep 16, 2025
#2	-9.60% Sep 14, 2021 - Dec 14, 2023	-2.07% Aug 6, 2020 - Nov 19, 2020
#3	-2.45% Feb 26, 2026 - Jun 29, 2026	-2.07% Feb 27, 2026 - Mar 26, 2026
#4	-1.70% Feb 1, 2024 - May 15, 2024	-0.82% Nov 30, 2020 - Dec 28, 2020
#5	-1.67% Sep 24, 2024 - Feb 24, 2025	-0.75% Oct 20, 2025 - Nov 25, 2025
#6	-1.53% Mar 3, 2025 - May 30, 2025	-0.59% Sep 16, 2025 - Oct 2, 2025
#7	-1.31% Jun 29, 2026 - Jul 23, 2026	-0.49% Nov 26, 2025 - Dec 18, 2025
#8	-1.12% Nov 9, 2018 - Jan 10, 2019	-0.48% Jul 23, 2020 - Jul 30, 2020
#9	-1.07% Feb 11, 2021 - May 26, 2021	-0.41% Jan 14, 2026 - Jan 29, 2026
#10	-0.96% Sep 4, 2019 - Oct 1, 2019	-0.32% Oct 2, 2025 - Oct 13, 2025
#11	-0.88% Feb 24, 2020 - Mar 3, 2020	-0.27% Jul 9, 2020 - Jul 14, 2020
#12	-0.87% Dec 28, 2023 - Jan 12, 2024	-0.23% Dec 29, 2025 - Jan 14, 2026
#13	-0.83% Oct 13, 2020 - Nov 5, 2020	-0.18% Oct 16, 2025 - Oct 20, 2025
#14	-0.75% Oct 28, 2025 - Nov 25, 2025	-0.15% Jan 30, 2026 - Feb 5, 2026
#15	-0.73% May 15, 2024 - Jun 4, 2024	-0.14% Feb 17, 2026 - Feb 23, 2026