UCON vs INTF

Comparison between FIRST TRUST TCW UNCONSTRAINED PLUS BOND ETF (UCON, ETF) and ISHARES INTERNATIONAL EQUITY FACTOR ETF (INTF, ETF).

5-Year PerformanceINTF has outperformed UCON, delivering a return of +10.0% compared to +2.8%

UCON vs INTF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UCON(ETF)	INTF(ETF)
Net Assets	$3.20B	$3.20B
Expense Ratio	0.86%	0.16%
Max Drawdown	15.31%	43.92%
Sharpe Ratio	0.73	1.69
5Y Beta	0.03	0.73
5Y Dividends CAGR	7.96%	8.62%

Net Assets

UCON

$3.20B

INTF

$3.20B

Expense Ratio

UCON

0.86%

Winner

INTF

0.16%

Max Drawdown

Winner

UCON

15.31%

INTF

43.92%

Sharpe Ratio

UCON

0.73

Winner

INTF

1.69

5Y Beta

Winner

UCON

0.03

INTF

0.73

5Y Dividends CAGR

UCON

7.96%

Winner

INTF

8.62%

UCON vs INTF - Historical Returns

Returns include dividend reinvestment.

Period	UCON	INTF
1 month	+0.52%	+1.07%
3 months	+0.13%	+0.53%
6 months	+1.41%	+15.52%
1 year	+6.00%	+31.49%
5 years(CAGR)	+2.81%	+9.99%
10 years(CAGR)	N/A	+9.35%
Max(CAGR)	+3.74%	+7.80%

UCON

+0.52%

Winner

INTF

+1.07%

UCON

+0.13%

Winner

INTF

+0.53%

UCON

+1.41%

Winner

INTF

+15.52%

UCON

+6.00%

Winner

INTF

+31.49%

5Y(CAGR)

UCON

+2.81%

Winner

INTF

+9.99%

10Y(CAGR)

UCON

N/A

INTF

+9.35%

Max(CAGR)

UCON

+3.74%

Winner

INTF

+7.80%

UCON vs INTF - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	UCON	INTF
2026	+0.66%	+8.46%
2025	+7.00%	+35.79%
2024	+4.90%	+7.17%
2023	+7.67%	+17.82%
2022	-5.72%	-12.61%
2021	+1.05%	+10.83%
2020	+6.67%	+2.11%
2019	+7.13%	+18.95%
2018	+1.11%	-16.32%
2017	N/A	+27.88%
2016	N/A	+0.63%
2015	N/A	-4.25%

UCON vs INTF Drawdown Comparison

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

The maximum drawdown for INTF was -40.39%, occurring on Mar 23, 2020. Recovery took 785 trading sessions.

The current UCON drawdown is -0.51%. The current INTF drawdown is -0.89%.

Rank	UCON	INTF
#1	-15.31% Mar 5, 2020 - Jul 2, 2020	-40.39% Jan 26, 2018 - Mar 11, 2021
#2	-9.60% Sep 14, 2021 - Dec 14, 2023	-29.21% Sep 3, 2021 - Jan 29, 2024
#3	-2.45% Feb 26, 2026 - Mar 26, 2026	-17.82% May 21, 2015 - Mar 24, 2017
#4	-1.70% Feb 1, 2024 - May 15, 2024	-13.64% Mar 19, 2025 - Apr 28, 2025
#5	-1.67% Sep 24, 2024 - Feb 24, 2025	-10.20% Feb 25, 2026 - Mar 20, 2026
#6	-1.53% Mar 3, 2025 - May 30, 2025	-9.27% Sep 26, 2024 - Mar 5, 2025
#7	-1.12% Nov 9, 2018 - Jan 10, 2019	-8.04% Jul 12, 2024 - Aug 21, 2024
#8	-1.07% Feb 11, 2021 - May 26, 2021	-5.28% Jun 7, 2021 - Sep 3, 2021
#9	-0.96% Sep 4, 2019 - Oct 1, 2019	-4.67% Nov 12, 2025 - Dec 3, 2025
#10	-0.88% Feb 24, 2020 - Mar 3, 2020	-4.38% Mar 27, 2024 - May 9, 2024
#11	-0.87% Dec 28, 2023 - Jan 12, 2024	-4.01% Jun 6, 2024 - Jul 11, 2024
#12	-0.83% Oct 13, 2020 - Nov 5, 2020	-3.90% Jul 23, 2025 - Aug 12, 2025
#13	-0.75% Oct 28, 2025 - Nov 25, 2025	-3.67% Aug 30, 2024 - Sep 19, 2024
#14	-0.73% May 15, 2024 - Jun 4, 2024	-3.18% May 7, 2021 - May 27, 2021
#15	-0.73% Feb 19, 2019 - Mar 6, 2019	-3.17% Oct 6, 2025 - Oct 27, 2025

Correlation

Correlation between UCON and INTF is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (2015 - 2026)

UCON vs INTF dividend yield comparison.

Year	UCON	INTF
2026	1.44%	0.00%
2025	4.63%	2.87%
2024	4.95%	3.53%
2023	4.75%	3.59%
2022	3.12%	2.81%
2021	2.20%	5.38%
2020	3.14%	2.06%
2019	3.25%	3.65%
2018	1.76%	2.62%
2017	0.00%	3.26%
2016	0.00%	1.66%
2015	0.00%	0.85%