Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KNGZ (First Trust S&P 500 Diversified Dividend Aristocrats ETF) | 16.20% | 28.21% | 16.72% | 9.49% | NA | NA | NA | … | … |
Data as of 06/12/2026, Common starting date is 06/26/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KNGZ (First Trust S&P 500 Diversified Dividend Aristocrats ETF) | 06/26/2017 | 06/12/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.27 | 28.21 | 16.72 | 9.49 | NA | NA | NA | … | … | 16.20 | 14.27 | 11.05 | 9.77 | -7.55 | 28.99 | 5.51 | 27.34 | -7.11 | 9.35 |
| Sharpe Ratio | NA | 1.98 | 0.95 | 0.40 | NA | NA | NA | … | … | 2.39 | 0.62 | 0.64 | 0.43 | -0.43 | 2.15 | 0.14 | 1.81 | -0.55 | 2.47 |
| Standard Deviation(%) | NA | 13.71 | 14.81 | 16.14 | NA | NA | NA | … | … | 14.81 | 18.48 | 11.70 | 14.19 | 21.04 | 13.45 | 36.68 | 14.28 | 15.40 | 7.34 |
| Draw Down(%) | NA | 9.41 | 19.70 | 19.71 | NA | NA | NA | … | … | 9.41 | 18.38 | 8.31 | 13.24 | 19.71 | 5.73 | 37.44 | 8.85 | 16.98 | 3.79 |
| Yield(%) | 0.00 | 2.91 | 3.17 | 2.71 | 3.24 | 2.16 | 1.62 | … | … | 0.44 | 3.00 | 2.75 | 3.29 | 2.28 | 2.48 | 2.50 | 3.52 | 3.65 | 1.19 |
Data as of 06/12/2026, Common starting date is 06/26/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KNGZ (First Trust S&P 500 Diversified Dividend Aristocrats ETF) |
4.04%
Apr 2021 – Apr 2024 |
7.01%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KNGZ (First Trust S&P 500 Diversified Dividend Aristocrats ETF) |
20.25%
Mar 2020 – Mar 2023 |
15.85%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart