CPER vs FXR

Comparison between United States Copper Index Fund (CPER, ETF) and FIRST TRUST INDUSTRIALS/PRODUCER DURABLES ALPHADEX FUND (FXR, ETF).

5-Year PerformanceFXR has outperformed CPER, delivering a return of +8.3% compared to +6.5%

CPER vs FXR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CPER(ETF)	FXR(ETF)
Net Assets	$701M	$698M
Expense Ratio	0.88%	0.60%
Max Drawdown	54.04%	64.05%
Sharpe Ratio	0.72	0.85
5Y Beta	0.74	1.05
P/E Ratio	N/A	23.31
Forward P/E	N/A	16.37
5Y Dividends CAGR	N/A	1.93%
5Y EPS CAGR	N/A	9.93%
Debt to Equity	N/A	71.25%
P/S Ratio	N/A	1.42
P/B Ratio	N/A	2.96

Net Assets

Winner

CPER

$701M

FXR

$698M

Expense Ratio

CPER

0.88%

Winner

FXR

0.60%

Max Drawdown

Winner

CPER

54.04%

FXR

64.05%

Sharpe Ratio

CPER

0.72

Winner

FXR

0.85

5Y Beta

Winner

CPER

0.74

FXR

1.05

P/E Ratio

CPER

N/A

FXR

23.31

Forward P/E

CPER

N/A

FXR

16.37

5Y Dividends CAGR

CPER

N/A

FXR

1.93%

5Y EPS CAGR

CPER

N/A

FXR

9.93%

Debt to Equity

CPER

N/A

FXR

71.25%

P/S Ratio

CPER

N/A

FXR

1.42

P/B Ratio

CPER

N/A

FXR

2.96

CPER vs FXR - Historical Returns

Returns include dividend reinvestment.

Period	CPER	FXR
1 month	+4.82%	-0.22%
3 months	+7.03%	-1.19%
6 months	+14.18%	+8.73%
1 year	+23.80%	+19.81%
5 years(CAGR)	+6.47%	+8.25%
10 years(CAGR)	+10.50%	+12.48%
Max(CAGR)	+2.88%	+8.82%

Winner

CPER

+4.82%

FXR

-0.22%

Winner

CPER

+7.03%

FXR

-1.19%

Winner

CPER

+14.18%

FXR

+8.73%

Winner

CPER

+23.80%

FXR

+19.81%

5Y(CAGR)

CPER

+6.47%

Winner

FXR

+8.25%

10Y(CAGR)

CPER

+10.50%

Winner

FXR

+12.48%

Max(CAGR)

CPER

+2.88%

Winner

FXR

+8.82%

CPER vs FXR - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	CPER	FXR
2026	+8.86%	+5.69%
2025	+38.07%	+7.97%
2024	+5.05%	+17.27%
2023	+5.92%	+26.61%
2022	-14.35%	-16.07%
2021	+23.46%	+27.61%
2020	+22.81%	+11.46%
2019	+7.74%	+32.99%
2018	-21.40%	-15.72%
2017	+29.67%	+23.08%
2016	+17.97%	+28.23%
2015	-24.97%	-13.33%
2014	-16.53%	+9.56%
2013	-11.96%	+42.38%
2012	-0.59%	+13.95%
2011	-2.70%	-7.17%
2010	N/A	+23.53%
2009	N/A	+39.21%
2008	N/A	-45.68%
2007	N/A	-2.22%

CPER vs FXR Drawdown Comparison

The maximum drawdown for CPER was -54.04%, occurring on Jan 15, 2016. Recovery took 2324 trading sessions.

The maximum drawdown for FXR was -63.81%, occurring on Mar 9, 2009. Recovery took 1408 trading sessions.

The current CPER drawdown is -6.21%. The current FXR drawdown is -5.99%.

Rank	CPER	FXR
#1	-54.04% Feb 9, 2012 - May 6, 2021	-63.81% May 31, 2007 - Jan 2, 2013
#2	-34.75% Mar 4, 2022 - May 15, 2024	-44.71% Jan 16, 2020 - Nov 10, 2020
#3	-24.77% Jul 24, 2025 - Jan 5, 2026	-27.24% Feb 24, 2015 - Nov 11, 2016
#4	-21.47% Mar 26, 2025 - Jul 8, 2025	-26.85% Jan 4, 2022 - Dec 13, 2023
#5	-21.26% May 21, 2024 - Mar 19, 2025	-26.65% Nov 25, 2024 - Jan 5, 2026
#6	-16.49% May 11, 2021 - Mar 4, 2022	-25.38% Sep 18, 2018 - Jul 16, 2019
#7	-16.43% Jan 29, 2026 - May 11, 2026	-13.77% Jun 9, 2014 - Nov 24, 2014
#8	-8.18% Dec 9, 2011 - Jan 12, 2012	-13.66% Feb 20, 2026 - Mar 30, 2026
#9	-6.95% May 12, 2026 - Jun 2, 2026	-10.64% Jan 26, 2018 - Aug 21, 2018
#10	-6.71% Nov 16, 2011 - Nov 30, 2011	-9.34% Jul 24, 2019 - Oct 29, 2019
#11	-6.21% Jun 2, 2026 - Jun 5, 2026	-8.15% Mar 28, 2024 - Jul 16, 2024
#12	-4.91% Jan 14, 2026 - Jan 29, 2026	-7.90% Jan 22, 2014 - Feb 27, 2014
#13	-4.27% Jan 6, 2026 - Jan 14, 2026	-7.64% Jul 31, 2024 - Aug 23, 2024
#14	-3.19% Jan 27, 2012 - Feb 3, 2012	-7.34% Nov 25, 2014 - Feb 13, 2015
#15	-1.87% Jul 10, 2025 - Jul 21, 2025	-7.14% Nov 16, 2021 - Jan 4, 2022