EQL vs FXR
Comparison between ALPS EQUAL SECTOR WEIGHT ETF (EQL, ETF) and FIRST TRUST INDUSTRIALS/PRODUCER DURABLES ALPHADEX FUND (FXR, ETF).
5-Year PerformanceEQL has outperformed FXR, delivering a return of +11.0% compared to +9.4%
EQL vs FXR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
EQL
$745M
FXR
$742M
Expense Ratio
Winner
EQL
0.19%
FXR
0.60%
Max Drawdown
Winner
EQL
36.36%
FXR
64.05%
Sharpe Ratio
Winner
EQL
1.43
FXR
0.68
5Y Beta
Winner
EQL
0.68
FXR
1.06
P/E Ratio
EQL
24.14
Winner
FXR
22.29
Forward P/E
EQL
20.42
Winner
FXR
16.64
PEG Ratio
EQL
N/A
FXR
0.30
5Y Dividends CAGR
EQL
8.44%
Winner
FXR
8.49%
5Y EPS CAGR
Winner
EQL
19.75%
FXR
13.65%
Debt to Equity
Winner
EQL
42.06%
FXR
74.63%
P/S Ratio
EQL
2.74
Winner
FXR
1.62
P/B Ratio
EQL
3.89
Winner
FXR
3.40
EQL vs FXR - Holdings Comparison
EQL and FXR have 70 common holdings. Overlap is 6.21%
EQL's top 25 holdings weight is 36.50%. FXR's top 25 holdings weight is 27.12%.
| Rank | EQL | FXR |
|---|---|---|
| #1 | ALPHABET INC CLASS A (GOOGL) - 4.93% | PAYPAL HOLDINGS INC (PYPL) - 1.43% |
| #2 | AMAZON.COM INC (AMZN) - 3.71% | ACCENTURE PLC CLASS A (ACN) - 1.23% |
| #3 | EXXONMOBIL HOLDINGS CORP (XOM) - 2.73% | GENPACT LTD (G) - 1.22% |
| #4 | NVIDIA CORP (NVDA) - 1.91% | EURONET WORLDWIDE INC (EEFT) - 1.19% |
| #5 | LINDE PLC (LIN) - 1.71% | n/a (FIS) - 1.18% |
| #6 | META PLATFORMS INC CLASS A (META) - 1.71% | ADT INC (ADT) - 1.16% |
| #7 | APPLE INC (AAPL) - 1.64% | THE WESTERN UNION CO (WU) - 1.16% |
| #8 | CHEVRON CORP (CVX) - 1.63% | FISERV INC (FISV) - 1.15% |
| #9 | ELI LILLY AND CO (LLY) - 1.56% | VONTIER CORP ORDINARY SHARES (VNT) - 1.14% |
| #10 | WALMART INC (WMT) - 1.50% | GRAPHIC PACKAGING HOLDING CO (GPK) - 1.11% |
| #11 | TESLA INC (TSLA) - 1.41% | SUNBELT RENTALS HOLDINGS INC (SUNB) - 1.09% |
| #12 | MICROSOFT CORP (MSFT) - 1.33% | AGCO CORP (AGCO) - 1.07% |
| #13 | WELLTOWER INC (WELL) - 1.29% | SONOCO PRODUCTS CO (SON) - 1.06% |
| #14 | COSTCO WHOLESALE CORP (COST) - 1.26% | NVENT ELECTRIC PLC (NVT) - 1.05% |
| #15 | NEXTERA ENERGY INC (NEE) - 1.14% | MOHAWK INDUSTRIES INC (MHK) - 1.03% |
| #16 | COCA-COLA CO (KO) - 1.11% | KEYSIGHT TECHNOLOGIES INC (KEYS) - 1.03% |
| #17 | JPMORGAN CHASE & CO (JPM) - 1.10% | EMCOR GROUP INC (EME) - 1.03% |
| #18 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.07% | QUANTA SERVICES INC (PWR) - 1.01% |
| #19 | PROLOGIS INC (PLD) - 1.03% | AAON INC (AAON) - 0.99% |
| #20 | PROCTER & GAMBLE CO (PG) - 0.99% | COMFORT SYSTEMS USA INC (FIX) - 0.98% |
| #21 | SEMPRA (SRE) - 0.36% | MODINE MANUFACTURING CO (MOD) - 0.97% |
| #22 | THE GOLDMAN SACHS GROUP INC (GS) - 0.35% | CATERPILLAR INC (CAT) - 0.96% |
| #23 | CBRE GROUP INC CLASS A (CBRE) - 0.35% | MASTEC INC (MTZ) - 0.96% |
| #24 | VENTAS INC (VTR) - 0.34% | JACK HENRY & ASSOCIATES INC (JKHY) - 0.96% |
| #25 | AMGEN INC (AMGN) - 0.34% | TRANSUNION (TRU) - 0.96% |
| Total Holdings | 461 | 158 |
EQL vs FXR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
EQL
+2.81%
FXR
+1.46%
3M
EQL
+4.05%
Winner
FXR
+5.83%
6M
Winner
EQL
+6.04%
FXR
-1.79%
1Y
Winner
EQL
+18.59%
FXR
+16.33%
5Y(CAGR)
Winner
EQL
+10.98%
FXR
+9.38%
10Y(CAGR)
EQL
+12.52%
Winner
FXR
+12.74%
Max(CAGR)
Winner
EQL
+13.71%
FXR
+8.97%
EQL vs FXR - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | EQL | FXR |
|---|---|---|
| 2026 | +12.74% | +10.41% |
| 2025 | +13.32% | +7.97% |
| 2024 | +16.33% | +17.27% |
| 2023 | +17.25% | +26.61% |
| 2022 | -10.83% | -16.07% |
| 2021 | +31.31% | +27.61% |
| 2020 | +10.55% | +11.46% |
| 2019 | +27.93% | +32.99% |
| 2018 | -6.48% | -15.72% |
| 2017 | +17.71% | +23.08% |
| 2016 | +14.59% | +28.23% |
| 2015 | -1.15% | -13.33% |
| 2014 | +14.14% | +9.56% |
| 2013 | +27.40% | +42.38% |
| 2012 | +12.86% | +13.95% |
| 2011 | +1.53% | -7.17% |
| 2010 | +13.63% | +23.53% |
| 2009 | +28.94% | +39.21% |
| 2008 | N/A | -45.68% |
| 2007 | N/A | -2.22% |
EQL vs FXR Drawdown Comparison
The maximum drawdown for EQL was -35.65%, occurring on Mar 23, 2020. Recovery took 137 trading sessions.
The maximum drawdown for FXR was -63.81%, occurring on Mar 9, 2009. Recovery took 1408 trading sessions.
The current EQL drawdown is -0.34%. The current FXR drawdown is -2.87%.
| Rank | EQL | FXR |
|---|---|---|
| #1 | -35.65% Feb 19, 2020 - Sep 2, 2020 | -63.81% May 31, 2007 - Jan 2, 2013 |
| #2 | -19.23% Mar 29, 2022 - Jul 25, 2023 | -44.71% Jan 16, 2020 - Nov 10, 2020 |
| #3 | -18.66% Jul 7, 2011 - Feb 7, 2012 | -27.24% Feb 24, 2015 - Nov 11, 2016 |
| #4 | -17.43% Sep 21, 2018 - Apr 2, 2019 | -26.85% Jan 4, 2022 - Dec 13, 2023 |
| #5 | -15.34% Apr 23, 2010 - Nov 4, 2010 | -26.65% Nov 25, 2024 - Jan 5, 2026 |
| #6 | -15.08% Nov 29, 2024 - Jun 30, 2025 | -25.38% Sep 18, 2018 - Jul 16, 2019 |
| #7 | -13.01% May 21, 2015 - Apr 19, 2016 | -13.77% Jun 9, 2014 - Nov 24, 2014 |
| #8 | -10.32% Jul 31, 2023 - Dec 13, 2023 | -13.66% Feb 20, 2026 - Aug 4, 2026 |
| #9 | -9.49% Jan 26, 2018 - Aug 20, 2018 | -10.64% Jan 26, 2018 - Aug 21, 2018 |
| #10 | -9.02% Apr 2, 2012 - Aug 8, 2012 | -9.34% Jul 24, 2019 - Oct 29, 2019 |
| #11 | -8.66% Jan 4, 2022 - Mar 29, 2022 | -8.15% Mar 28, 2024 - Jul 16, 2024 |
| #12 | -8.32% Jan 19, 2010 - Mar 16, 2010 | -7.90% Jan 22, 2014 - Feb 27, 2014 |
| #13 | -8.22% Sep 2, 2020 - Nov 9, 2020 | -7.64% Jul 31, 2024 - Aug 23, 2024 |
| #14 | -6.99% Oct 18, 2012 - Jan 2, 2013 | -7.34% Nov 25, 2014 - Feb 13, 2015 |
| #15 | -6.90% Sep 19, 2014 - Oct 31, 2014 | -7.14% Nov 16, 2021 - Jan 4, 2022 |
Correlation
Correlation between EQL and FXR is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (2007 - 2026)
EQL vs FXR dividend yield comparison.
| Year | EQL | FXR |
|---|---|---|
| 2026 | 0.48% | 0.27% |
| 2025 | 1.73% | 0.71% |
| 2024 | 1.78% | 0.72% |
| 2023 | 1.96% | 0.77% |
| 2022 | 2.14% | 0.92% |
| 2021 | 1.69% | 0.52% |
| 2020 | 2.29% | 1.06% |
| 2019 | 1.95% | 0.74% |
| 2018 | 2.39% | 1.18% |
| 2017 | 1.97% | 0.55% |
| 2016 | 2.89% | 0.52% |
| 2015 | 2.07% | 0.62% |
| 2014 | 1.68% | 1.10% |
| 2013 | 1.55% | 0.41% |
| 2012 | 2.09% | 2.08% |
| 2011 | 1.87% | 0.58% |
| 2010 | 1.72% | 0.55% |
| 2009 | 1.00% | 0.75% |
| 2008 | 0.00% | 0.64% |
| 2007 | 0.00% | 0.11% |
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