Screener
FGD vs RDVY
First Trust Dow Jones Global Select Dividend Index Fund vs First Trust Rising Dividend Achievers ETF
Key differences
- RDVY costs 0.08% less per year.
- RDVY 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.
- FGD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FGD | RDVY | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.47% |
| Fund size (AUM) | $1.4B | $22.0B |
| Since | 2007 | 2014 |
| Dividend yield | 5.10% | 0.94% |
| Asset class | equity | equity |
| Region | — | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +37.5% | +26.4% |
| CAGR 3Y | +22.5% | +21.2% |
| CAGR 5Y | +10.9% | +11.1% |
| Sharpe 3Y | 1.32 | 1.02 |
| Volatility 1Y | 12.53% | 14.09% |
| Max drawdown | -44.84% | -40.60% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to FGD and RDVY
Explore further