Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
FID (First Trust S&P International Dividend Aristocrats ETF) 9.05% 22.89% 17.76% 7.83% 7.23% NA NA
Data as of 06/04/2026, Common starting date is 08/26/2013
More Performance Analytics Comparison
Name Start Date End Date
FID (First Trust S&P International Dividend Aristocrats ETF) 08/26/2013 06/04/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013
Annualized Return (%) 0.31 22.89 17.76 7.83 7.23 NA NA 9.05 32.06 5.42 9.92 -9.71 12.89 -7.57 20.81 -10.80 22.76 0.62 -10.81 -0.79 5.76
Sharpe Ratio NA 2.24 1.23 0.32 0.31 NA NA 1.78 2.46 0.16 0.48 -0.41 0.81 -0.24 1.56 -0.78 1.48 0.02 -0.61 -0.05 1.72
Standard Deviation(%) NA 10.13 12.19 17.00 18.32 NA NA 12.34 11.93 11.37 13.12 27.27 15.89 32.84 12.43 15.60 14.99 17.54 17.70 14.76 10.10
Draw Down(%) NA 8.94 10.98 29.13 39.79 NA NA 8.94 9.34 8.30 11.63 29.13 8.61 39.79 7.56 17.67 3.52 14.27 18.75 13.05 4.06
Yield(%) 0.00 4.70 4.86 3.80 4.25 3.27 2.45 0.23 5.46 4.37 4.38 3.68 4.10 3.46 4.35 4.55 5.62 4.76 3.36 4.87 3.65
Data as of 06/04/2026, Common starting date is 08/26/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FID (First Trust S&P International Dividend Aristocrats ETF) -5.76%
Mar 2017 – Mar 2020
-3.24%
Mar 2015 – Mar 2020
0.64%
Oct 2013 – Oct 2023
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FID (First Trust S&P International Dividend Aristocrats ETF) 18.75%
May 2023 – May 2026
11.98%
Oct 2020 – Oct 2025
8.55%
Feb 2016 – Feb 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return