FDN vs. RDVY - ETF Comparison
FDN - First Trust Dow Jones Internet Index Fund
The First Trust Dow Jones Internet Index Fund is an equity ETF that tracks the performance of companies that derive at least half of their sales from the Internet. The fund provides exposure to a unique group of stocks, primarily consisting of technology companies with a focus on the internet, but also including consumer firms. With a market capitalization-weighted approach, the fund is well-balanced across approximately 40 holdings, with a tilt towards large-cap companies and a significant portion of assets allocated to well-known tech giants.
RDVY - First Trust Rising Dividend Achievers ETF
The First Trust Rising Dividend Achievers ETF is an equity fund that tracks the NASDAQ US Rising Dividend Achievers Index, investing in large-cap US companies with a history of consistently increasing dividends. The fund employs an equal weighting scheme and has a fundamental investment strategy.
| FDN | RDVY | |
|---|---|---|
| Fund Name | First Trust Dow Jones Internet Index Fund | First Trust Rising Dividend Achievers ETF |
| Fund Provider | First Trust | First Trust |
| Index | DJ Internet Composite | NASDAQ US Rising Dividend Achievers |
| Asset Class | Equity | Equity |
| Listing | US-listed | US-listed |
| Expense Ratio | 0.51% | 0.49% |
| Inception Date | 2006-06-19 | 2014-01-06 |
| Number Of Holdings | 42 | 52 |
| Region | United States | United States |
| Investment Style | Growth | Blend |
| Market Cap | Large-Cap | Large-Cap |
| Leveraged | Non-leveraged | Non-leveraged |
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Key Metrics
Performance Metrics
Risk Metrics
Detailed Returns
Benchmark Comparison
Key Metrics
Performance Metrics
Risk Metrics
Detailed Returns
Benchmark Comparison
Performance Analysis
The performance analysis examines historical data to assess the returns of the investment strategy, including key metrics such as Cumulative returns, End of Year (EoY) returns, and risk-adjusted returns like the Sharpe ratio or the Sortino ratio.
Cumulative Returns
End of Year Returns Table
End of Year Returns
Risk Analysis
The risk analysis refers to an assessment of potential negative events that could lead to a loss of capital. Conducting a risk analysis can help in deciding whether an investment should be made. This is done using risk metrics such as drawdowns, volatility and beta which reflect stakeholders' confidence in the consistency of an investment strategy.
Drawdowns
Drawdowns Table
Monte Carlo Simulation
The Monte Carlo simulation is a statistical method used to forecast portfolio returns by generating a wide range of potential outcomes through random sampling from historical asset price data. It helps investors assess the potential risk and return of a portfolio under various market conditions. The simulation takes into account the initial investment and optionally simulates cash flow scenarios like fixed contributions, fixed withdrawals, or percentage withdrawals.
IMPORTANT: The forecast generated through Monte Carlo simulations is purely hypothetical and does not guarantee future returns. Investment decisions should be made with consideration of various factors, and past performance is not indicative of future results.