UCON vs USCA

Comparison between FIRST TRUST TCW UNCONSTRAINED PLUS BOND ETF (UCON, ETF) and XTRACKERS MSCI USA CLIMATE ACTION EQUITY ETF (USCA, ETF).

UCON vs USCA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UCON(ETF)	USCA(ETF)
Net Assets	$3.30B	$3.30B
Expense Ratio	0.86%	0.07%
Max Drawdown	15.31%	19.36%
Sharpe Ratio	0.56	1.00
5Y Beta	0.04	0.96
P/E Ratio	N/A	29.31
Forward P/E	N/A	23.23
5Y Dividends CAGR	8.79%	N/A
5Y EPS CAGR	N/A	29.10%
Debt to Equity	N/A	43.71%
P/S Ratio	N/A	4.23
P/B Ratio	N/A	6.72

Net Assets

UCON

$3.30B

USCA

$3.30B

Expense Ratio

UCON

0.86%

Winner

USCA

0.07%

Max Drawdown

Winner

UCON

15.31%

USCA

19.36%

Sharpe Ratio

UCON

0.56

Winner

USCA

1.00

5Y Beta

Winner

UCON

0.04

USCA

0.96

P/E Ratio

UCON

N/A

USCA

29.31

Forward P/E

UCON

N/A

USCA

23.23

5Y Dividends CAGR

UCON

8.79%

USCA

N/A

5Y EPS CAGR

UCON

N/A

USCA

29.10%

Debt to Equity

UCON

N/A

USCA

43.71%

P/S Ratio

UCON

N/A

USCA

4.23

P/B Ratio

UCON

N/A

USCA

6.72

UCON vs USCA - Historical Returns

Returns include dividend reinvestment.

Period	UCON	USCA
1 month	+0.44%	+0.24%
3 months	+1.20%	+9.34%
6 months	+1.37%	+4.81%
1 year	+5.21%	+16.25%
5 years(CAGR)	+2.78%	N/A
10 years(CAGR)	+3.71%	N/A
Max(CAGR)	+3.71%	+20.72%

Winner

UCON

+0.44%

USCA

+0.24%

UCON

+1.20%

Winner

USCA

+9.34%

UCON

+1.37%

Winner

USCA

+4.81%

UCON

+5.21%

Winner

USCA

+16.25%

5Y(CAGR)

UCON

+2.78%

USCA

N/A

10Y(CAGR)

UCON

+3.71%

USCA

N/A

Max(CAGR)

UCON

+3.71%

Winner

USCA

+20.72%

UCON vs USCA - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

Year	UCON	USCA
2026	+0.73%	+5.04%
2025	+7.00%	+14.76%
2024	+4.90%	+27.94%
2023	+7.67%	+19.93%
2022	-5.72%	N/A
2021	+1.05%	N/A
2020	+6.67%	N/A
2019	+7.13%	N/A
2018	+1.11%	N/A

UCON vs USCA Drawdown Comparison

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

The maximum drawdown for USCA was -19.14%, occurring on Apr 8, 2025. Recovery took 90 trading sessions.

The current UCON drawdown is -0.44%. The current USCA drawdown is -3.11%.

Rank	UCON	USCA
#1	-15.31% Mar 5, 2020 - Jul 2, 2020	-19.14% Feb 19, 2025 - Jun 30, 2025
#2	-9.60% Sep 14, 2021 - Dec 14, 2023	-10.25% Jan 12, 2026 - Apr 17, 2026
#3	-2.45% Feb 26, 2026 - Mar 26, 2026	-9.97% Jul 31, 2023 - Nov 22, 2023
#4	-1.70% Feb 1, 2024 - May 15, 2024	-8.66% Jul 16, 2024 - Sep 19, 2024
#5	-1.67% Sep 24, 2024 - Feb 24, 2025	-5.56% Oct 28, 2025 - Dec 24, 2025
#6	-1.53% Mar 3, 2025 - May 30, 2025	-5.48% Mar 28, 2024 - May 15, 2024
#7	-1.12% Nov 9, 2018 - Jan 10, 2019	-4.85% Jun 2, 2026 - Jun 10, 2026
#8	-1.07% Feb 11, 2021 - May 26, 2021	-4.69% Dec 11, 2024 - Jan 30, 2025
#9	-0.96% Sep 4, 2019 - Oct 1, 2019	-2.65% Apr 19, 2023 - Apr 28, 2023
#10	-0.88% Feb 24, 2020 - Mar 3, 2020	-2.56% Oct 8, 2025 - Oct 24, 2025
#11	-0.87% Dec 28, 2023 - Jan 12, 2024	-2.45% Jun 15, 2023 - Jun 30, 2023
#12	-0.83% Oct 13, 2020 - Nov 5, 2020	-2.42% Jul 25, 2025 - Aug 13, 2025
#13	-0.75% Oct 28, 2025 - Nov 25, 2025	-2.38% May 1, 2023 - May 17, 2023
#14	-0.73% May 15, 2024 - Jun 4, 2024	-2.30% Oct 18, 2024 - Nov 6, 2024
#15	-0.73% Feb 19, 2019 - Mar 6, 2019	-2.17% Nov 11, 2024 - Nov 26, 2024