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BNDI vs FYT

Comparison between NEOS ENHANCED INCOME AGGREGATE BOND ETF (BNDI, ETF) and FIRST TRUST SMALL CAP VALUE ALPHADEX FUND (FYT, ETF).

BNDI vs FYT - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
BNDI
$182M
FYT
$182M
Expense Ratio
Winner
BNDI
0.58%
FYT
0.70%
Max Drawdown
Winner
BNDI
10.07%
FYT
51.73%
Sharpe Ratio
BNDI
0.38
Winner
FYT
1.75
5Y Beta
Winner
BNDI
0.10
FYT
0.91
P/E Ratio
BNDI
N/A
FYT
17.26
Forward P/E
BNDI
N/A
FYT
11.41
5Y Dividends CAGR
BNDI
N/A
FYT
11.74%
5Y EPS CAGR
BNDI
N/A
FYT
3.16%
Debt to Equity
BNDI
N/A
FYT
93.34%
P/S Ratio
BNDI
N/A
FYT
0.87
P/B Ratio
BNDI
N/A
FYT
1.34

BNDI vs FYT - Historical Returns

Returns include dividend reinvestment.

1M
BNDI
-0.53%
Winner
FYT
+6.64%
3M
BNDI
-0.41%
Winner
FYT
+7.76%
6M
BNDI
+0.90%
Winner
FYT
+16.95%
1Y
BNDI
+5.04%
Winner
FYT
+40.55%
5Y(CAGR)
BNDI
N/A
FYT
+9.16%
10Y(CAGR)
BNDI
N/A
FYT
+10.70%
Max(CAGR)
BNDI
+3.76%
Winner
FYT
+10.00%

BNDI vs FYT - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

YearBNDIFYT
2026+0.99%+26.10%
2025+7.95%+4.71%
2024+2.19%+3.48%
2023+6.32%+22.47%
2022-2.60%-14.91%
2021N/A+31.20%
2020N/A+10.76%
2019N/A+23.32%
2018N/A-15.85%
2017N/A+6.21%
2016N/A+33.13%
2015N/A-16.19%
2014N/A+5.52%
2013N/A+39.54%
2012N/A+15.02%
2011N/A-4.08%

BNDI vs FYT Drawdown Comparison

The maximum drawdown for BNDI was -6.98%, occurring on Oct 20, 2022. Recovery took 69 trading sessions.

The maximum drawdown for FYT was -50.48%, occurring on Mar 18, 2020. Recovery took 565 trading sessions.

The current BNDI drawdown is -1.29%. The current FYT drawdown is -1.17%.

RankBNDIFYT
#1-6.98%
Aug 30, 2022 - Dec 7, 2022
-50.48%
Aug 21, 2018 - Nov 17, 2020
#2-6.92%
Apr 5, 2023 - Dec 13, 2023
-33.20%
Apr 15, 2015 - Dec 6, 2016
#3-4.57%
Sep 16, 2024 - Jun 24, 2025
-28.90%
Nov 25, 2024 - Jan 9, 2026
#4-4.02%
Feb 2, 2023 - Apr 3, 2023
-24.95%
Jan 4, 2022 - Dec 14, 2023
#5-3.84%
Feb 1, 2024 - Jul 11, 2024
-22.93%
Jul 7, 2011 - Jan 20, 2012
#6-2.75%
Feb 27, 2026 - Jun 29, 2026
-17.71%
Feb 3, 2012 - Sep 14, 2012
#7-2.69%
Dec 7, 2022 - Jan 12, 2023
-13.93%
Jul 3, 2014 - Feb 19, 2015
#8-1.90%
Dec 27, 2023 - Feb 1, 2024
-11.39%
Sep 14, 2012 - Dec 21, 2012
#9-1.35%
Jun 30, 2025 - Aug 1, 2025
-10.87%
Jun 8, 2021 - Nov 3, 2021
#10-1.29%
Jun 29, 2026 - Jul 21, 2026
-10.75%
Jul 31, 2024 - Nov 6, 2024
#11-1.24%
Aug 2, 2024 - Aug 14, 2024
-10.12%
Jan 12, 2018 - Jun 6, 2018
#12-1.17%
Oct 27, 2025 - Jan 14, 2026
-9.53%
Dec 9, 2016 - Sep 27, 2017
#13-0.84%
Jul 16, 2024 - Jul 31, 2024
-9.15%
Dec 26, 2023 - Jul 16, 2024
#14-0.82%
Jan 18, 2023 - Feb 1, 2023
-8.27%
Apr 29, 2011 - Jul 7, 2011
#15-0.77%
Jan 14, 2026 - Feb 5, 2026
-8.15%
Nov 11, 2021 - Jan 4, 2022

Correlation

Correlation between BNDI and FYT is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85
-101

Dividend Comparison (2011 - 2026)

BNDI vs FYT dividend yield comparison.

YearBNDIFYT
20263.42%0.70%
20255.69%0.94%
20245.54%2.07%
20235.17%1.50%
20221.68%1.36%
20210.00%1.19%
20200.00%0.96%
20190.00%1.44%
20180.00%1.78%
20170.00%1.16%
20160.00%1.16%
20150.00%0.96%
20140.00%0.85%
20130.00%0.42%
20120.00%1.80%
20110.00%0.38%

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