USCA vs UCON

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

USCA vs UCON - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	USCA(ETF)	UCON(ETF)
Net Assets	$3.20B	$3.30B
Expense Ratio	0.07%	0.86%
Max Drawdown	19.36%	15.31%
Sharpe Ratio	0.80	0.12
5Y Beta	0.96	0.04
P/E Ratio	31.09	N/A
Forward P/E	23.29	N/A
5Y Dividends CAGR	N/A	9.97%
5Y EPS CAGR	29.20%	N/A
Debt to Equity	43.42%	N/A
P/S Ratio	4.38	N/A
P/B Ratio	6.91	N/A

Net Assets

USCA

$3.20B

Winner

UCON

$3.30B

Expense Ratio

Winner

USCA

0.07%

UCON

0.86%

Max Drawdown

USCA

19.36%

Winner

UCON

15.31%

Sharpe Ratio

Winner

USCA

0.80

UCON

0.12

5Y Beta

USCA

0.96

Winner

UCON

0.04

P/E Ratio

USCA

31.09

UCON

N/A

Forward P/E

USCA

23.29

UCON

N/A

5Y Dividends CAGR

USCA

N/A

UCON

9.97%

5Y EPS CAGR

USCA

29.20%

UCON

N/A

Debt to Equity

USCA

43.42%

UCON

N/A

P/S Ratio

USCA

4.38

UCON

N/A

P/B Ratio

USCA

6.91

UCON

N/A

USCA vs UCON - Historical Returns

Returns include dividend reinvestment.

Period	USCA	UCON
1 month	+1.45%	-0.43%
3 months	+5.07%	-0.25%
6 months	+7.23%	+0.27%
1 year	+13.78%	+3.93%
5 years(CAGR)	N/A	+2.68%
10 years(CAGR)	N/A	+3.60%
Max(CAGR)	+20.60%	+3.60%

Winner

USCA

+1.45%

UCON

-0.43%

Winner

USCA

+5.07%

UCON

-0.25%

Winner

USCA

+7.23%

UCON

+0.27%

Winner

USCA

+13.78%

UCON

+3.93%

5Y(CAGR)

USCA

N/A

UCON

+2.68%

10Y(CAGR)

USCA

N/A

UCON

+3.60%

Max(CAGR)

Winner

USCA

+20.60%

UCON

+3.60%

USCA vs UCON - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

Year	USCA	UCON
2026	+6.83%	+0.29%
2025	+14.76%	+7.00%
2024	+27.94%	+4.90%
2023	+19.93%	+7.67%
2022	N/A	-5.72%
2021	N/A	+1.05%
2020	N/A	+6.67%
2019	N/A	+7.13%
2018	N/A	+1.11%

USCA vs UCON Drawdown Comparison

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

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

The current USCA drawdown is -1.46%. The current UCON drawdown is -0.93%.

Rank	USCA	UCON
#1	-19.14% Feb 19, 2025 - Jun 30, 2025	-15.31% Mar 5, 2020 - Jul 2, 2020
#2	-10.25% Jan 12, 2026 - Apr 17, 2026	-9.60% Sep 14, 2021 - Dec 14, 2023
#3	-9.97% Jul 31, 2023 - Nov 22, 2023	-2.45% Feb 26, 2026 - Jun 29, 2026
#4	-8.66% Jul 16, 2024 - Sep 19, 2024	-1.70% Feb 1, 2024 - May 15, 2024
#5	-5.56% Oct 28, 2025 - Dec 24, 2025	-1.67% Sep 24, 2024 - Feb 24, 2025
#6	-5.48% Mar 28, 2024 - May 15, 2024	-1.53% Mar 3, 2025 - May 30, 2025
#7	-4.85% Jun 2, 2026 - Jun 10, 2026	-1.12% Nov 9, 2018 - Jan 10, 2019
#8	-4.69% Dec 11, 2024 - Jan 30, 2025	-1.07% Feb 11, 2021 - May 26, 2021
#9	-2.65% Apr 19, 2023 - Apr 28, 2023	-0.96% Sep 4, 2019 - Oct 1, 2019
#10	-2.56% Oct 8, 2025 - Oct 24, 2025	-0.93% Jun 29, 2026 - Jul 21, 2026
#11	-2.45% Jun 15, 2023 - Jun 30, 2023	-0.88% Feb 24, 2020 - Mar 3, 2020
#12	-2.42% Jul 25, 2025 - Aug 13, 2025	-0.87% Dec 28, 2023 - Jan 12, 2024
#13	-2.38% May 1, 2023 - May 17, 2023	-0.83% Oct 13, 2020 - Nov 5, 2020
#14	-2.30% Oct 18, 2024 - Nov 6, 2024	-0.75% Oct 28, 2025 - Nov 25, 2025
#15	-2.17% Nov 11, 2024 - Nov 26, 2024	-0.73% May 15, 2024 - Jun 4, 2024