Screener
FDL vs FGD
First Trust Morningstar Dividend Leaders Index Fund vs First Trust Dow Jones Global Select Dividend Index Fund
Key differences
- FDL costs 0.12% less per year.
- FDL is significantly larger than FGD — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, FGD has delivered higher annualized returns.
Side-by-side comparison
| FDL | FGD | |
|---|---|---|
| Annual cost (TER) | 0.43% | 0.55% |
| Fund size (AUM) | $7.5B | $1.4B |
| Since | 2006 | 2007 |
| Dividend yield | 3.62% | 5.10% |
| Asset class | equity | equity |
| Region | north america | — |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +28.3% | +37.5% |
| CAGR 3Y | +19.9% | +22.5% |
| CAGR 5Y | +12.8% | +10.9% |
| Sharpe 3Y | 1.18 | 1.32 |
| Volatility 1Y | 11.28% | 12.53% |
| Max drawdown | -41.40% | -44.84% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to FDL and FGD
Explore further