DIAL vs FXZ
Comparison between COLUMBIA DIVERSIFIED FIXED INCOME ALLOCATION ETF (DIAL, ETF) and FIRST TRUST MATERIALS ALPHADEX FUND (FXZ, ETF).
5-Year PerformanceFXZ has outperformed DIAL, delivering a return of +8.5% compared to +0.4%
DIAL vs FXZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
DIAL vs FXZ - Historical Returns
Returns include dividend reinvestment.
DIAL vs FXZ - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | DIAL | FXZ |
|---|---|---|
| 2026 | +0.58% | +16.92% |
| 2025 | +9.81% | +17.64% |
| 2024 | +2.47% | -16.23% |
| 2023 | +7.97% | +16.19% |
| 2022 | -15.42% | -0.61% |
| 2021 | -0.92% | +32.14% |
| 2020 | +8.81% | +23.28% |
| 2019 | +14.17% | +21.08% |
| 2018 | -2.03% | -24.45% |
| 2017 | +0.00% | +22.38% |
| 2016 | N/A | +30.33% |
| 2015 | N/A | -9.94% |
| 2014 | N/A | -0.28% |
| 2013 | N/A | +23.25% |
| 2012 | N/A | +22.00% |
| 2011 | N/A | -11.56% |
| 2010 | N/A | +24.41% |
| 2009 | N/A | +53.09% |
| 2008 | N/A | -43.60% |
| 2007 | N/A | +10.42% |
DIAL vs FXZ Drawdown Comparison
The maximum drawdown for DIAL was -22.20%, occurring on Oct 20, 2022. Recovery took 1204 trading sessions.
The maximum drawdown for FXZ was -65.46%, occurring on Mar 6, 2009. Recovery took 648 trading sessions.
The current DIAL drawdown is -1.23%. The current FXZ drawdown is -8.80%.
| Rank | DIAL | FXZ |
|---|---|---|
| #1 | -22.20% Dec 31, 2020 - Oct 17, 2025 | -65.46% May 16, 2008 - Dec 10, 2010 |
| #2 | -19.11% Mar 6, 2020 - Jun 10, 2020 | -49.41% Jan 26, 2018 - Nov 16, 2020 |
| #3 | -3.82% Jan 4, 2018 - Jan 30, 2019 | -33.99% Apr 9, 2024 - Jan 9, 2026 |
| #4 | -3.34% Feb 27, 2026 - Mar 27, 2026 | -32.59% May 10, 2011 - Dec 18, 2012 |
| #5 | -1.76% Aug 10, 2020 - Nov 5, 2020 | -31.20% Apr 20, 2022 - Apr 3, 2024 |
| #6 | -1.29% Oct 13, 2017 - Dec 6, 2017 | -26.86% Jul 3, 2014 - Jul 11, 2016 |
| #7 | -1.20% Sep 6, 2019 - Nov 26, 2019 | -18.78% Jul 19, 2007 - Oct 5, 2007 |
| #8 | -0.94% Oct 27, 2025 - Dec 3, 2025 | -18.28% Oct 29, 2007 - Apr 17, 2008 |
| #9 | -0.92% Jun 10, 2020 - Jul 7, 2020 | -14.68% Jun 1, 2021 - Nov 11, 2021 |
| #10 | -0.71% Feb 12, 2019 - Feb 22, 2019 | -12.75% Feb 11, 2026 - Apr 8, 2026 |
| #11 | -0.70% Dec 15, 2017 - Jan 4, 2018 | -11.29% Jun 15, 2026 - Jul 20, 2026 |
| #12 | -0.65% May 1, 2019 - May 23, 2019 | -10.88% Nov 12, 2021 - Jan 12, 2022 |
| #13 | -0.60% Jul 3, 2019 - Jul 30, 2019 | -10.29% Jan 14, 2022 - Feb 16, 2022 |
| #14 | -0.59% Feb 28, 2020 - Mar 4, 2020 | -10.17% Jan 12, 2021 - Feb 24, 2021 |
| #15 | -0.57% Jul 14, 2020 - Jul 16, 2020 | -9.01% Feb 17, 2011 - May 10, 2011 |
Correlation
Correlation between DIAL and FXZ is 0.37 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
Dividend Comparison (2007 - 2026)
DIAL vs FXZ dividend yield comparison.
| Year | DIAL | FXZ |
|---|---|---|
| 2026 | 2.61% | 0.53% |
| 2025 | 4.81% | 1.74% |
| 2024 | 4.67% | 1.81% |
| 2023 | 3.77% | 1.97% |
| 2022 | 3.47% | 1.56% |
| 2021 | 2.46% | 1.11% |
| 2020 | 2.61% | 1.51% |
| 2019 | 3.27% | 1.58% |
| 2018 | 3.56% | 1.38% |
| 2017 | 0.65% | 1.01% |
| 2016 | 0.00% | 1.19% |
| 2015 | 0.00% | 1.26% |
| 2014 | 0.00% | 1.73% |
| 2013 | 0.00% | 0.90% |
| 2012 | 0.00% | 2.81% |
| 2011 | 0.00% | 0.36% |
| 2010 | 0.00% | 1.61% |
| 2009 | 0.00% | 1.32% |
| 2008 | 0.00% | 1.88% |
| 2007 | 0.00% | 0.34% |
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