WCMI vs RDIV
Comparison between FIRST TRUST WCM INTERNATIONAL EQUITY ETF (WCMI, ETF) and INVESCO S&P ULTRA DIVIDEND REVENUE ETF (RDIV, ETF).
WCMI vs RDIV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
WCMI
$1.80B
RDIV
$1.80B
Expense Ratio
WCMI
0.85%
Winner
RDIV
0.39%
Max Drawdown
Winner
WCMI
20.16%
RDIV
50.91%
Sharpe Ratio
WCMI
1.13
Winner
RDIV
2.06
5Y Beta
WCMI
0.82
Winner
RDIV
0.59
P/E Ratio
WCMI
N/A
RDIV
17.38
Forward P/E
WCMI
N/A
RDIV
12.07
PEG Ratio
WCMI
N/A
RDIV
-0.02
5Y Dividends CAGR
WCMI
N/A
RDIV
4.80%
5Y EPS CAGR
WCMI
N/A
RDIV
5.69%
Debt to Equity
WCMI
N/A
RDIV
-341.45%
P/S Ratio
WCMI
N/A
RDIV
0.91
P/B Ratio
WCMI
N/A
RDIV
1.63
WCMI vs RDIV - Holdings Comparison
WCMI and RDIV have 1 common holdings. Overlap is 0.00%
WCMI's top 25 holdings weight is 75.13%. RDIV's top 25 holdings weight is 84.81%.
| Rank | WCMI | RDIV |
|---|---|---|
| #1 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD (n/a) - 7.12% | PRUDENTIAL FINANCIAL INC (PRU) - 5.66% |
| #2 | ROLLS-ROYCE HOLDINGS PLC (n/a) - 6.35% | HP INC (HPQ) - 5.47% |
| #3 | NEBIUS GROUP NV SHS CLASS-A- (NBIS) - 5.08% | U.S. BANCORP (USB) - 5.21% |
| #4 | BABCOCK INTERNATIONAL GROUP PLC (n/a) - 3.98% | FORD MOTOR CO (F) - 5.18% |
| #5 | MIZUHO FINANCIAL GROUP INC (n/a) - 3.31% | HF SINCLAIR CORP (DINO) - 5.16% |
| #6 | CONSTELLATION SOFTWARE INC (CNSWF) - 3.31% | TARGET CORP (TGT) - 4.80% |
| #7 | KIOXIA HOLDINGS CORP ORDINARY SHARES (n/a) - 3.10% | CHEVRON CORP (CVX) - 4.77% |
| #8 | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 3.04% | BRISTOL-MYERS SQUIBB CO (BMY) - 4.70% |
| #9 | LOTTOMATICA GROUP SPA (n/a) - 3.01% | ONEOK INC (OKE) - 4.58% |
| #10 | TESCO PLC (n/a) - 2.87% | AT&T INC (T) - 4.09% |
| #11 | COMPANHIA DE SANEAMENTO BASICO DO ESTADO DE SAO PAULO ADR (SBS) - 2.85% | TRUIST FINANCIAL CORP (TFC) - 3.90% |
| #12 | TEVA PHARMACEUTICAL INDUSTRIES LTD ADR (TEVA) - 2.78% | COMCAST CORP CLASS A (CMCSA) - 3.72% |
| #13 | SOCIETE GENERALE SA (n/a) - 2.70% | MACY'S INC (M) - 3.42% |
| #14 | SONY GROUP CORP ADR (SONY) - 2.67% | INTERNATIONAL PAPER CO (IP) - 3.37% |
| #15 | CANADIAN NATURAL RESOURCES LTD (CNQ) - 2.36% | DOMINION ENERGY INC (D) - 2.45% |
| #16 | JAPAN EXCHANGE GROUP INC (n/a) - 2.34% | KIMBERLY-CLARK CORP (KMB) - 2.44% |
| #17 | KB FINANCIAL GROUP INC (n/a) - 2.32% | GENERAL MILLS INC (GIS) - 2.43% |
| #18 | SK HYNIX INC ADR (SKHY) - 2.27% | KINDER MORGAN INC CLASS P (KMI) - 2.18% |
| #19 | UBS GROUP AG REGISTERED SHARES (n/a) - 2.14% | VIATRIS INC (VTRS) - 2.08% |
| #20 | BROOKFIELD CORP REGISTERED SHS -A- LIMITED VTG (BN) - 2.08% | EVERSOURCE ENERGY (ES) - 1.90% |
| #21 | WUXI BIOLOGICS (CAYMAN) INC (n/a) - 2.00% | HORMEL FOODS CORP (HRL) - 1.81% |
| #22 | SLB LTD (SLB) - 1.89% | KEYCORP (KEY) - 1.47% |
| #23 | NOVO NORDISK AS ADR (NVO) - 1.87% | JM SMUCKER CO (SJM) - 1.38% |
| #24 | RENTOKIL INITIAL PLC (n/a) - 1.86% | n/a (TAP) - 1.32% |
| #25 | BAYER AG (n/a) - 1.83% | REGIONS FINANCIAL CORP (RF) - 1.32% |
| Total Holdings | 52 | 62 |
WCMI vs RDIV - Historical Returns
Returns include dividend reinvestment.
1M
WCMI
+1.60%
Winner
RDIV
+5.70%
3M
WCMI
+4.44%
Winner
RDIV
+12.20%
6M
WCMI
+10.42%
Winner
RDIV
+12.31%
1Y
WCMI
+26.72%
Winner
RDIV
+35.18%
5Y(CAGR)
WCMI
N/A
RDIV
+13.50%
10Y(CAGR)
WCMI
N/A
RDIV
+11.03%
Max(CAGR)
Winner
WCMI
+21.67%
RDIV
+11.74%
WCMI vs RDIV - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | WCMI | RDIV |
|---|---|---|
| 2026 | +13.60% | +21.17% |
| 2025 | +30.97% | +12.31% |
| 2024 | -5.05% | +14.16% |
| 2023 | N/A | +4.82% |
| 2022 | N/A | +6.88% |
| 2021 | N/A | +30.71% |
| 2020 | N/A | -8.97% |
| 2019 | N/A | +22.11% |
| 2018 | N/A | -5.95% |
| 2017 | N/A | +10.32% |
| 2016 | N/A | +28.20% |
| 2015 | N/A | -5.47% |
| 2014 | N/A | +22.44% |
| 2013 | N/A | +4.24% |
WCMI vs RDIV Drawdown Comparison
The maximum drawdown for WCMI was -12.79%, occurring on Apr 8, 2025. Recovery took 30 trading sessions.
The maximum drawdown for RDIV was -49.93%, occurring on Mar 23, 2020. Recovery took 275 trading sessions.
The current WCMI drawdown is -1.12%. The current RDIV drawdown is -1.48%.
| Rank | WCMI | RDIV |
|---|---|---|
| #1 | -12.79% Mar 17, 2025 - Apr 29, 2025 | -49.93% Jan 16, 2020 - Feb 19, 2021 |
| #2 | -12.49% Jan 27, 2026 - Apr 14, 2026 | -24.88% Feb 2, 2023 - Mar 27, 2024 |
| #3 | -8.03% Oct 6, 2025 - Dec 26, 2025 | -17.92% Nov 29, 2024 - Aug 22, 2025 |
| #4 | -7.18% Oct 18, 2024 - Jan 28, 2025 | -17.72% Sep 14, 2018 - Apr 5, 2019 |
| #5 | -6.81% Jun 22, 2026 - Jul 29, 2026 | -17.62% Feb 3, 2015 - Mar 17, 2016 |
| #6 | -5.05% Jun 4, 2026 - Jun 15, 2026 | -15.63% Apr 20, 2022 - Nov 11, 2022 |
| #7 | -4.56% May 6, 2026 - Jun 1, 2026 | -11.24% Apr 23, 2019 - Oct 29, 2019 |
| #8 | -3.85% Apr 17, 2026 - May 5, 2026 | -11.00% Jun 4, 2021 - Jan 4, 2022 |
| #9 | -3.29% Jun 12, 2025 - Jun 26, 2025 | -9.70% Jan 26, 2018 - May 30, 2018 |
| #10 | -3.22% Mar 5, 2025 - Mar 17, 2025 | -8.22% Aug 15, 2016 - Nov 21, 2016 |
| #11 | -3.08% Jun 30, 2025 - Sep 8, 2025 | -7.23% Feb 24, 2017 - Sep 25, 2017 |
| #12 | -2.49% Feb 18, 2025 - Mar 5, 2025 | -6.88% Mar 28, 2024 - May 31, 2024 |
| #13 | -1.99% Jan 12, 2026 - Jan 23, 2026 | -6.56% Nov 30, 2022 - Jan 12, 2023 |
| #14 | -1.83% Jan 30, 2025 - Feb 12, 2025 | -6.49% Jan 14, 2022 - Mar 25, 2022 |
| #15 | -1.33% May 2, 2025 - May 12, 2025 | -5.82% Mar 12, 2021 - Apr 27, 2021 |
Correlation
Correlation between WCMI and RDIV is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2013 - 2026)
WCMI vs RDIV dividend yield comparison.
| Year | WCMI | RDIV |
|---|---|---|
| 2026 | 0.24% | 1.73% |
| 2025 | 0.78% | 3.94% |
| 2024 | 15.26% | 4.08% |
| 2023 | 0.00% | 3.93% |
| 2022 | 0.00% | 3.44% |
| 2021 | 0.00% | 3.31% |
| 2020 | 0.00% | 4.93% |
| 2019 | 0.00% | 3.84% |
| 2018 | 0.00% | 4.32% |
| 2017 | 0.00% | 4.26% |
| 2016 | 0.00% | 2.20% |
| 2015 | 0.00% | 4.49% |
| 2014 | 0.00% | 3.36% |
| 2013 | 0.00% | 0.92% |
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