YLDW vs FDNI

Comparison between Westwood Enhanced Income Opportunity ETF (YLDW, ETF) and FIRST TRUST DOW JONES INTERNATIONAL INTERNET ETF (FDNI, ETF).

YLDW vs FDNI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	YLDW(ETF)	FDNI(ETF)
Net Assets	$33M	$33M
Expense Ratio	0.79%	0.65%
Max Drawdown	6.79%	71.08%
Sharpe Ratio	0.74	-0.94
5Y Beta	0.52	1.02
5Y Dividends CAGR	N/A	14.23%

Net Assets

YLDW

$33M

FDNI

$33M

Expense Ratio

YLDW

0.79%

Winner

FDNI

0.65%

Max Drawdown

Winner

YLDW

6.79%

FDNI

71.08%

Sharpe Ratio

Winner

YLDW

0.74

FDNI

-0.94

5Y Beta

Winner

YLDW

0.52

FDNI

1.02

5Y Dividends CAGR

YLDW

N/A

FDNI

14.23%

YLDW vs FDNI - Historical Returns

Returns include dividend reinvestment.

Period	YLDW	FDNI
1 month	-0.72%	+5.54%
3 months	+1.71%	-6.47%
6 months	+3.00%	-19.52%
1 year	N/A	-20.31%
5 years(CAGR)	N/A	-9.13%
Max(CAGR)	+9.87%	+4.79%

YLDW

-0.72%

Winner

FDNI

+5.54%

Winner

YLDW

+1.71%

FDNI

-6.47%

Winner

YLDW

+3.00%

FDNI

-19.52%

YLDW

N/A

FDNI

-20.31%

5Y(CAGR)

YLDW

N/A

FDNI

-9.13%

Max(CAGR)

Winner

YLDW

+9.87%

FDNI

+4.79%

YLDW vs FDNI - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

Year	YLDW	FDNI
2026	+4.56%	-22.14%
2025	+1.00%	+26.51%
2024	N/A	+25.54%
2023	N/A	-1.97%
2022	N/A	-38.68%
2021	N/A	-19.98%
2020	N/A	+80.50%
2019	N/A	+38.36%
2018	N/A	-8.95%

YLDW vs FDNI Drawdown Comparison

The maximum drawdown for YLDW was -5.69%, occurring on Mar 30, 2026. Recovery took 47 trading sessions.

The maximum drawdown for FDNI was -71.08%, occurring on Oct 24, 2022. This drawdown has not yet recovered.

The current YLDW drawdown is -2.31%. The current FDNI drawdown is -50.40%.

Rank	YLDW	FDNI
#1	-5.69% Feb 9, 2026 - Apr 17, 2026	-71.08% Feb 16, 2021 - Oct 24, 2022
#2	-3.14% Jun 4, 2026 - Jun 29, 2026	-28.09% Feb 18, 2020 - May 8, 2020
#3	-1.15% Apr 17, 2026 - May 6, 2026	-13.06% May 3, 2019 - Dec 6, 2019
#4	-1.07% Jan 27, 2026 - Feb 6, 2026	-12.92% Dec 3, 2018 - Jan 30, 2019
#5	-1.00% Jan 16, 2026 - Jan 26, 2026	-9.49% Sep 1, 2020 - Oct 9, 2020
#6	-0.92% May 14, 2026 - May 21, 2026	-9.13% Nov 6, 2020 - Dec 16, 2020
#7	-0.75% Jan 6, 2026 - Jan 12, 2026	-8.80% Nov 7, 2018 - Dec 3, 2018
#8	-0.55% May 6, 2026 - May 8, 2026	-6.86% Jan 25, 2021 - Feb 3, 2021
#9	-0.53% Dec 24, 2025 - Jan 5, 2026	-6.66% Jul 10, 2020 - Aug 4, 2020
#10	-0.36% Jun 2, 2026 - Jun 4, 2026	-6.28% Aug 5, 2020 - Aug 21, 2020
#11	-0.30% Dec 15, 2025 - Dec 19, 2025	-6.05% Jan 13, 2020 - Feb 12, 2020
#12	-0.27% May 8, 2026 - May 14, 2026	-5.36% Dec 17, 2020 - Dec 30, 2020
#13	-0.09% May 26, 2026 - May 28, 2026	-4.61% Jun 16, 2020 - Jun 23, 2020
#14	-0.04% Jan 12, 2026 - Jan 14, 2026	-3.88% Mar 5, 2019 - Mar 18, 2019
#15	N/A	-3.04% Jun 1, 2020 - Jun 10, 2020

Correlation

Correlation between YLDW and FDNI is -0.53 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.53

-101