UCON vs IHI
Comparison between FIRST TRUST TCW UNCONSTRAINED PLUS BOND ETF (UCON, ETF) and ISHARES U.S. MEDICAL DEVICES ETF (IHI, ETF).
5-Year PerformanceUCON has outperformed IHI, delivering a return of +2.7% compared to -1.9%
UCON vs IHI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
UCON vs IHI - Historical Returns
Returns include dividend reinvestment.
UCON vs IHI - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | UCON | IHI |
|---|---|---|
| 2026 | +0.44% | -19.02% |
| 2025 | +7.00% | +6.94% |
| 2024 | +4.90% | +9.31% |
| 2023 | +7.67% | +3.15% |
| 2022 | -5.72% | -19.25% |
| 2021 | +1.05% | +22.15% |
| 2020 | +6.67% | +23.57% |
| 2019 | +7.13% | +36.39% |
| 2018 | +1.11% | +13.65% |
| 2017 | N/A | +30.37% |
| 2016 | N/A | +12.19% |
| 2015 | N/A | +9.79% |
| 2014 | N/A | +23.78% |
| 2013 | N/A | +34.84% |
| 2012 | N/A | +13.88% |
| 2011 | N/A | -1.36% |
| 2010 | N/A | +10.31% |
| 2009 | N/A | +35.04% |
| 2008 | N/A | -36.07% |
| 2007 | N/A | +19.38% |
| 2006 | N/A | +2.76% |
UCON vs IHI Drawdown Comparison
The maximum drawdown for UCON was -15.31%, occurring on Mar 18, 2020. Recovery took 83 trading sessions.
The maximum drawdown for IHI was -49.64%, occurring on Mar 9, 2009. Recovery took 628 trading sessions.
The current UCON drawdown is -0.72%. The current IHI drawdown is -23.85%.
| Rank | UCON | IHI |
|---|---|---|
| #1 | -15.31% Mar 5, 2020 - Jul 2, 2020 | -49.64% Aug 15, 2008 - Feb 11, 2011 |
| #2 | -9.60% Sep 14, 2021 - Dec 14, 2023 | -33.25% Jan 22, 2020 - Jul 15, 2020 |
| #3 | -2.45% Feb 26, 2026 - Mar 26, 2026 | -33.12% Sep 8, 2021 - Oct 30, 2023 |
| #4 | -1.70% Feb 1, 2024 - May 15, 2024 | -21.99% May 19, 2011 - Sep 18, 2012 |
| #5 | -1.67% Sep 24, 2024 - Feb 24, 2025 | -19.23% Oct 1, 2018 - Mar 1, 2019 |
| #6 | -1.53% Mar 3, 2025 - May 30, 2025 | -14.16% Aug 5, 2015 - Apr 6, 2016 |
| #7 | -1.12% Nov 9, 2018 - Jan 10, 2019 | -12.54% Oct 9, 2007 - Aug 8, 2008 |
| #8 | -1.07% Feb 11, 2021 - May 26, 2021 | -11.61% Oct 10, 2016 - Feb 15, 2017 |
| #9 | -0.96% Sep 4, 2019 - Oct 1, 2019 | -10.85% Jan 26, 2018 - May 7, 2018 |
| #10 | -0.88% Feb 24, 2020 - Mar 3, 2020 | -10.16% May 5, 2006 - Nov 21, 2006 |
| #11 | -0.87% Dec 28, 2023 - Jan 12, 2024 | -9.38% Feb 12, 2021 - Apr 15, 2021 |
| #12 | -0.83% Oct 13, 2020 - Nov 5, 2020 | -8.49% Mar 21, 2019 - Jun 10, 2019 |
| #13 | -0.75% Oct 28, 2025 - Nov 25, 2025 | -7.95% Sep 2, 2020 - Oct 9, 2020 |
| #14 | -0.73% May 15, 2024 - Jun 4, 2024 | -7.68% Apr 23, 2021 - Jun 28, 2021 |
| #15 | -0.73% Feb 19, 2019 - Mar 6, 2019 | -7.55% Feb 8, 2007 - Apr 16, 2007 |
Correlation
Correlation between UCON and IHI is 0.79 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2006 - 2026)
UCON vs IHI dividend yield comparison.
| Year | UCON | IHI |
|---|---|---|
| 2026 | 1.83% | 0.09% |
| 2025 | 4.63% | 0.34% |
| 2024 | 4.95% | 0.46% |
| 2023 | 4.75% | 0.53% |
| 2022 | 3.12% | 0.45% |
| 2021 | 2.20% | 0.25% |
| 2020 | 3.14% | 0.25% |
| 2019 | 3.25% | 0.33% |
| 2018 | 1.76% | 0.26% |
| 2017 | 0.00% | 0.37% |
| 2016 | 0.00% | 0.55% |
| 2015 | 0.00% | 1.28% |
| 2014 | 0.00% | 0.65% |
| 2013 | 0.00% | 0.33% |
| 2012 | 0.00% | 0.64% |
| 2011 | 0.00% | 0.26% |
| 2010 | 0.00% | 0.14% |
| 2009 | 0.00% | 0.07% |
| 2008 | 0.00% | 0.10% |
| 2006 | 0.00% | 0.00% |
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