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UCON vs XSD

Comparison between FIRST TRUST TCW UNCONSTRAINED PLUS BOND ETF (UCON, ETF) and STATE STREET(R) SPDR(R) S&P(R) SEMICONDUCTOR ETF (XSD, ETF).

5-Year PerformanceXSD has outperformed UCON, delivering a return of +28.6% compared to +2.8%

UCON vs XSD - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
UCON
$3.30B
XSD
$3.30B
Expense Ratio
UCON
0.86%
Winner
XSD
0.35%
Max Drawdown
Winner
UCON
15.31%
XSD
64.87%
Sharpe Ratio
UCON
0.56
Winner
XSD
2.42
5Y Beta
Winner
UCON
0.04
XSD
2.09
P/E Ratio
UCON
N/A
XSD
348.09
Forward P/E
UCON
N/A
XSD
30.30
PEG Ratio
UCON
N/A
XSD
0.06
5Y Dividends CAGR
UCON
8.79%
Winner
XSD
14.36%
5Y EPS CAGR
UCON
N/A
XSD
10.69%
Debt to Equity
UCON
N/A
XSD
28.98%
P/S Ratio
UCON
N/A
XSD
8.33
P/B Ratio
UCON
N/A
XSD
6.72

UCON vs XSD - Historical Returns

Returns include dividend reinvestment.

1M
UCON
+1.07%
Winner
XSD
+15.02%
3M
UCON
+1.11%
Winner
XSD
+89.56%
6M
UCON
+1.35%
Winner
XSD
+95.00%
1Y
UCON
+5.55%
Winner
XSD
+157.92%
5Y(CAGR)
UCON
+2.79%
Winner
XSD
+28.58%
10Y(CAGR)
UCON
+3.71%
Winner
XSD
+30.83%
Max(CAGR)
UCON
+3.71%
Winner
XSD
+17.46%

UCON vs XSD - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

YearUCONXSD
2026+0.77%+88.59%
2025+7.00%+27.98%
2024+4.90%+14.11%
2023+7.67%+36.81%
2022-5.72%-32.38%
2021+1.05%+43.38%
2020+6.67%+58.68%
2019+7.13%+63.39%
2018+1.11%-9.25%
2017N/A+24.39%
2016N/A+31.09%
2015N/A+10.12%
2014N/A+32.70%
2013N/A+30.80%
2012N/A+0.66%
2011N/A-19.33%
2010N/A+14.86%
2009N/A+91.13%
2008N/A-46.05%
2007N/A-4.85%
2006N/A-7.73%

UCON vs XSD Drawdown Comparison

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

The maximum drawdown for XSD was -64.56%, occurring on Nov 20, 2008. Recovery took 875 trading sessions.

The current UCON drawdown is -0.40%. The current XSD drawdown is -2.71%.

RankUCONXSD
#1-15.31%
Mar 5, 2020 - Jul 2, 2020
-64.56%
Jul 17, 2007 - Jan 4, 2011
#2-9.60%
Sep 14, 2021 - Dec 14, 2023
-42.27%
Dec 8, 2021 - May 28, 2024
#3-2.45%
Feb 26, 2026 - Mar 26, 2026
-41.25%
Jul 16, 2024 - Aug 12, 2025
#4-1.70%
Feb 1, 2024 - May 15, 2024
-37.42%
Feb 17, 2011 - Jan 21, 2014
#5-1.67%
Sep 24, 2024 - Feb 24, 2025
-36.80%
Jan 23, 2020 - Jun 4, 2020
#6-1.53%
Mar 3, 2025 - May 30, 2025
-29.05%
May 5, 2006 - Jul 13, 2007
#7-1.12%
Nov 9, 2018 - Jan 10, 2019
-23.70%
Sep 4, 2018 - Feb 22, 2019
#8-1.07%
Feb 11, 2021 - May 26, 2021
-23.33%
Jun 18, 2015 - Jun 7, 2016
#9-0.96%
Sep 4, 2019 - Oct 1, 2019
-20.99%
Feb 16, 2021 - Aug 27, 2021
#10-0.88%
Feb 24, 2020 - Mar 3, 2020
-20.63%
Sep 5, 2014 - Dec 3, 2014
#11-0.87%
Dec 28, 2023 - Jan 12, 2024
-18.61%
Oct 27, 2025 - Jan 16, 2026
#12-0.83%
Oct 13, 2020 - Nov 5, 2020
-17.46%
Apr 24, 2019 - Jul 18, 2019
#13-0.75%
Oct 28, 2025 - Nov 25, 2025
-16.97%
Feb 11, 2026 - Apr 10, 2026
#14-0.73%
May 15, 2024 - Jun 4, 2024
-14.29%
Jun 3, 2026 - Jun 10, 2026
#15-0.73%
Feb 19, 2019 - Mar 6, 2019
-13.94%
Jan 17, 2018 - Mar 12, 2018

Correlation

Correlation between UCON and XSD is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87
-101

Dividend Comparison (2006 - 2026)

UCON vs XSD dividend yield comparison.

YearUCONXSD
20261.83%0.03%
20254.63%0.26%
20244.95%0.20%
20234.75%0.31%
20223.12%0.44%
20212.20%0.10%
20203.14%0.26%
20193.25%0.51%
20181.76%1.16%
20170.00%0.59%
20160.00%0.64%
20150.00%0.58%
20140.00%0.46%
20130.00%0.52%
20120.00%0.69%
20110.00%0.84%
20100.00%0.76%
20090.00%0.74%
20080.00%1.21%
20070.00%0.40%
20060.00%0.19%

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