YEAR vs FGD
Comparison between AB ULTRA SHORT INCOME ETF (YEAR, ETF) and FIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUND (FGD, ETF).
YEAR vs FGD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
YEAR
$1.50B
Winner
FGD
$1.60B
Expense Ratio
Winner
YEAR
0.25%
FGD
0.55%
Max Drawdown
Winner
YEAR
1.40%
FGD
70.20%
Sharpe Ratio
YEAR
-0.46
Winner
FGD
1.94
5Y Beta
Winner
YEAR
0.00
FGD
0.51
5Y Dividends CAGR
YEAR
N/A
FGD
10.00%
YEAR vs FGD - Historical Returns
Returns include dividend reinvestment.
1M
YEAR
+0.43%
Winner
FGD
+5.50%
3M
YEAR
+0.91%
Winner
FGD
+6.90%
6M
YEAR
+1.42%
Winner
FGD
+5.99%
1Y
YEAR
+3.57%
Winner
FGD
+30.86%
5Y(CAGR)
YEAR
N/A
FGD
+13.32%
10Y(CAGR)
YEAR
N/A
FGD
+10.22%
Max(CAGR)
YEAR
+4.83%
Winner
FGD
+6.35%
YEAR vs FGD - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | YEAR | FGD |
|---|---|---|
| 2026 | +1.93% | +18.75% |
| 2025 | +4.65% | +44.34% |
| 2024 | +5.45% | +6.10% |
| 2023 | +5.87% | +8.21% |
| 2022 | +1.10% | -7.94% |
| 2021 | N/A | +21.01% |
| 2020 | N/A | -5.99% |
| 2019 | N/A | +20.71% |
| 2018 | N/A | -13.23% |
| 2017 | N/A | +16.88% |
| 2016 | N/A | +13.11% |
| 2015 | N/A | -10.18% |
| 2014 | N/A | -0.01% |
| 2013 | N/A | +16.37% |
| 2012 | N/A | +13.69% |
| 2011 | N/A | -3.02% |
| 2010 | N/A | +10.29% |
| 2009 | N/A | +58.23% |
| 2008 | N/A | -50.12% |
| 2007 | N/A | +2.70% |
YEAR vs FGD Drawdown Comparison
The maximum drawdown for YEAR was -0.61%, occurring on Oct 20, 2022. Recovery took 41 trading sessions.
The maximum drawdown for FGD was -68.07%, occurring on Mar 9, 2009. Recovery took 1359 trading sessions.
| Rank | YEAR | FGD |
|---|---|---|
| #1 | -0.61% Sep 14, 2022 - Nov 10, 2022 | -68.07% Nov 29, 2007 - Apr 25, 2013 |
| #2 | -0.55% Mar 13, 2023 - Apr 5, 2023 | -44.84% Feb 12, 2020 - Jan 13, 2021 |
| #3 | -0.43% Jan 31, 2024 - Mar 7, 2024 | -28.68% Feb 9, 2022 - May 14, 2024 |
| #4 | -0.42% May 6, 2024 - Jun 3, 2024 | -28.08% Jul 3, 2014 - Jul 19, 2017 |
| #5 | -0.30% Apr 3, 2025 - Apr 22, 2025 | -20.87% Jan 26, 2018 - Feb 12, 2020 |
| #6 | -0.28% May 4, 2023 - May 16, 2023 | -11.50% Mar 19, 2025 - Apr 24, 2025 |
| #7 | -0.26% Sep 19, 2024 - Nov 4, 2024 | -10.80% May 8, 2013 - Sep 10, 2013 |
| #8 | -0.24% Apr 4, 2024 - Apr 29, 2024 | -9.82% Feb 20, 2026 - Jul 16, 2026 |
| #9 | -0.23% Feb 27, 2026 - Apr 2, 2026 | -9.10% Jun 7, 2021 - Jan 11, 2022 |
| #10 | -0.22% Dec 6, 2023 - Dec 14, 2023 | -8.98% Sep 26, 2024 - Mar 7, 2025 |
| #11 | -0.18% Aug 10, 2023 - Aug 29, 2023 | -6.40% May 17, 2024 - Jul 31, 2024 |
| #12 | -0.18% Jun 18, 2024 - Jun 21, 2024 | -6.14% Jan 14, 2021 - Feb 16, 2021 |
| #13 | -0.18% Apr 30, 2025 - May 23, 2025 | -5.66% Dec 31, 2013 - Feb 18, 2014 |
| #14 | -0.17% Mar 3, 2023 - Mar 10, 2023 | -5.36% Jul 31, 2024 - Aug 19, 2024 |
| #15 | -0.16% Sep 28, 2023 - Oct 6, 2023 | -4.95% Oct 29, 2013 - Dec 30, 2013 |
Correlation
Correlation between YEAR and FGD is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2007 - 2026)
YEAR vs FGD dividend yield comparison.
| Year | YEAR | FGD |
|---|---|---|
| 2026 | 2.26% | 1.77% |
| 2025 | 4.33% | 5.62% |
| 2024 | 5.16% | 5.87% |
| 2023 | 5.00% | 6.44% |
| 2022 | 1.19% | 5.74% |
| 2021 | 0.00% | 5.35% |
| 2020 | 0.00% | 6.17% |
| 2019 | 0.00% | 5.19% |
| 2018 | 0.00% | 5.88% |
| 2017 | 0.00% | 4.01% |
| 2016 | 0.00% | 4.36% |
| 2015 | 0.00% | 5.07% |
| 2014 | 0.00% | 5.18% |
| 2013 | 0.00% | 4.51% |
| 2012 | 0.00% | 4.93% |
| 2011 | 0.00% | 5.15% |
| 2010 | 0.00% | 4.23% |
| 2009 | 0.00% | 3.13% |
| 2008 | 0.00% | 9.79% |
| 2007 | 0.00% | 0.52% |
Select Stocks to Compare
Popular: YEAR vs SPYFGD vs SPY
More Comparisons
Compare with similar stocks