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IDVY vs FGD

First Trust International Rising Dividend Achievers ETF vs First Trust Dow Jones Global Select Dividend Index Fund

IDVY

First Trust International Rising Dividend Achievers ETF

First Trust

Annual cost

0.60%

Fund size

$1M

FGD

First Trust Dow Jones Global Select Dividend Index Fund

First Trust

Annual cost

0.55%

Fund size

$1.4B

Key differences

  • FGD is significantly larger than IDVY — larger funds tend to be more liquid and less likely to close.
  • FGD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IDVYFGD
Annual cost (TER)0.60%0.55%
Fund size (AUM)$1M$1.4B
Since20262007
Dividend yield5.10%
Asset classequityequity
Region
Strategyindex trackingindex tracking
CAGR 1YN/A+37.5%
CAGR 3YN/A+22.5%
CAGR 5YN/A+10.9%
Sharpe 3YN/A1.32
Volatility 1Y12.53%
Max drawdown-13.50%-44.84%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to IDVY and FGD