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BBHY vs FNY

Comparison between JPMORGAN BETABUILDERS USD HIGH YIELD CORPORATE BOND ETF (BBHY, ETF) and FIRST TRUST MID CAP GROWTH ALPHADEX FUND (FNY, ETF).

5-Year PerformanceFNY has outperformed BBHY, delivering a return of +7.7% compared to +4.0%

BBHY vs FNY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
BBHY
$611M
Winner
FNY
$615M
Expense Ratio
Winner
BBHY
0.07%
FNY
0.73%
Max Drawdown
Winner
BBHY
25.29%
FNY
38.91%
Sharpe Ratio
BBHY
0.54
Winner
FNY
0.95
5Y Beta
Winner
BBHY
0.23
FNY
1.16
P/E Ratio
BBHY
N/A
FNY
63.90
Forward P/E
BBHY
N/A
FNY
21.23
5Y Dividends CAGR
BBHY
8.21%
Winner
FNY
28.49%
5Y EPS CAGR
BBHY
N/A
FNY
13.85%
Debt to Equity
BBHY
N/A
FNY
-37.35%
P/S Ratio
BBHY
N/A
FNY
3.23
P/B Ratio
BBHY
N/A
FNY
4.54

BBHY vs FNY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
BBHY
+0.15%
FNY
-3.88%
3M
BBHY
+0.72%
Winner
FNY
+4.76%
6M
BBHY
+1.34%
Winner
FNY
+6.29%
1Y
BBHY
+5.69%
Winner
FNY
+25.46%
5Y(CAGR)
BBHY
+3.98%
Winner
FNY
+7.65%
10Y(CAGR)
BBHY
+4.80%
Winner
FNY
+13.32%
Max(CAGR)
BBHY
+4.80%
Winner
FNY
+11.55%

BBHY vs FNY - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

YearBBHYFNY
2026+2.02%+12.57%
2025+8.28%+13.68%
2024+8.22%+19.64%
2023+11.85%+22.92%
2022-10.31%-23.74%
2021+4.19%+14.74%
2020+5.26%+36.26%
2019+14.72%+32.87%
2018-2.57%-8.16%
2017+6.56%+24.37%
2016+1.83%+11.51%
2015N/A-0.73%
2014N/A+6.60%
2013N/A+33.44%
2012N/A+9.65%
2011N/A-8.53%

BBHY vs FNY Drawdown Comparison

The maximum drawdown for BBHY was -24.98%, occurring on Mar 23, 2020. Recovery took 115 trading sessions.

The maximum drawdown for FNY was -38.91%, occurring on Mar 23, 2020. Recovery took 115 trading sessions.

The current BBHY drawdown is -0.34%. The current FNY drawdown is -5.68%.

RankBBHYFNY
#1-24.98%
Feb 20, 2020 - Aug 4, 2020
-38.91%
Feb 19, 2020 - Aug 3, 2020
#2-15.32%
Dec 27, 2021 - Dec 21, 2023
-33.94%
Nov 8, 2021 - Sep 19, 2024
#3-5.00%
Feb 28, 2025 - May 12, 2025
-29.03%
Sep 14, 2018 - Jul 24, 2019
#4-4.79%
Oct 2, 2018 - Jan 18, 2019
-25.68%
Jul 7, 2011 - Jan 15, 2013
#5-2.75%
Jan 25, 2018 - Oct 1, 2018
-24.97%
Nov 25, 2024 - Aug 28, 2025
#6-2.56%
Sep 2, 2020 - Oct 9, 2020
-19.89%
Jun 23, 2015 - Sep 2, 2016
#7-2.50%
Oct 25, 2016 - Dec 23, 2016
-13.89%
Feb 12, 2021 - Jun 25, 2021
#8-2.37%
Feb 20, 2026 - Apr 9, 2026
-12.85%
Jul 1, 2014 - Nov 24, 2014
#9-2.33%
Feb 12, 2021 - May 5, 2021
-12.01%
Jan 22, 2026 - Apr 17, 2026
#10-2.27%
Sep 15, 2021 - Dec 23, 2021
-10.16%
Oct 27, 2025 - Dec 11, 2025
#11-2.16%
Mar 27, 2024 - May 6, 2024
-9.89%
Sep 7, 2016 - Dec 7, 2016
#12-2.00%
Mar 1, 2017 - Apr 10, 2017
-9.44%
Apr 29, 2011 - Jul 6, 2011
#13-1.71%
Oct 24, 2017 - Jan 3, 2018
-9.03%
Jan 26, 2018 - Mar 9, 2018
#14-1.69%
Dec 6, 2024 - Jan 21, 2025
-8.54%
May 21, 2013 - Jul 22, 2013
#15-1.58%
Oct 12, 2020 - Nov 4, 2020
-8.32%
Oct 13, 2020 - Nov 5, 2020

Correlation

Correlation between BBHY and FNY is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97
-101

Dividend Comparison (2011 - 2026)

BBHY vs FNY dividend yield comparison.

YearBBHYFNY
20263.52%0.00%
20257.24%0.03%
20247.18%0.56%
20236.49%0.24%
20225.92%0.24%
20214.06%0.00%
20204.73%0.25%
20194.99%0.28%
20185.02%0.06%
20174.81%0.21%
20161.42%0.60%
20150.00%0.46%
20140.00%0.22%
20130.00%0.35%
20120.00%0.50%
20110.00%0.02%

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