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
RNDV (First Trust US Equity Dividend Select ETF) NA 8.15% 11.10% 10.23% NA NA NA
Data as of 12/09/2025, Common starting date is 06/27/2017
More Performance Analytics Comparison
Name Start Date End Date
RNDV (First Trust US Equity Dividend Select ETF) 06/27/2017 12/09/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023 2022 2021 2020 2019 2018 2017
Annualized Return (%) 1.86 8.15 11.10 10.23 NA NA NA 14.40 11.05 9.77 -7.55 28.99 5.48 27.29 -7.09 9.35
Sharpe Ratio NA 0.28 0.51 0.49 NA NA NA 0.66 0.64 0.43 -0.43 2.13 0.14 1.81 -0.55 2.48
Standard Deviation(%) NA 18.63 15.17 16.20 NA NA NA 18.89 11.70 14.20 21.04 13.62 38.23 14.28 15.38 7.37
Draw Down(%) NA 18.38 19.70 19.72 NA NA NA 18.38 8.31 13.23 19.72 5.72 37.43 8.84 16.96 3.79
Yield(%) 0.00 2.61 3.00 3.05 2.99 1.99 1.50 1.95 2.75 3.29 2.27 2.48 2.50 3.52 3.65 1.20
Data as of 12/09/2025, Common starting date is 06/27/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RNDV (First Trust US Equity Dividend Select ETF) 4.04%
Apr 2021 – Apr 2024
7.00%
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
RNDV (First Trust US Equity Dividend Select ETF) 20.24%
Mar 2020 – Mar 2023
15.85%
Mar 2020 – Mar 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return