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FAB vs RVNU

Comparison between FIRST TRUST MULTI CAP VALUE ALPHADEX FUND (FAB, ETF) and XTRACKERS MUNICIPAL INFRASTRUCTURE REVENUE BOND ETF (RVNU, ETF).

5-Year PerformanceFAB has outperformed RVNU, delivering a return of +8.6% compared to -0.4%

FAB vs RVNU - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
FAB
$138M
Winner
RVNU
$138M
Expense Ratio
FAB
0.66%
Winner
RVNU
0.15%
Max Drawdown
FAB
64.25%
Winner
RVNU
25.75%
Sharpe Ratio
Winner
FAB
1.60
RVNU
1.05
5Y Beta
FAB
0.79
Winner
RVNU
0.05
P/E Ratio
FAB
13.99
RVNU
N/A
Forward P/E
FAB
11.97
RVNU
N/A
5Y Dividends CAGR
Winner
FAB
10.99%
RVNU
3.91%
5Y EPS CAGR
FAB
9.86%
RVNU
N/A
Debt to Equity
FAB
40.97%
RVNU
N/A
P/S Ratio
FAB
1.03
RVNU
N/A
P/B Ratio
FAB
1.59
RVNU
N/A

FAB vs RVNU - Historical Returns

Returns include dividend reinvestment.

1M
Winner
FAB
+5.05%
RVNU
+0.99%
3M
Winner
FAB
+9.41%
RVNU
+3.06%
6M
Winner
FAB
+12.79%
RVNU
+3.25%
1Y
Winner
FAB
+28.02%
RVNU
+9.13%
5Y(CAGR)
Winner
FAB
+8.65%
RVNU
-0.39%
10Y(CAGR)
Winner
FAB
+10.98%
RVNU
+1.81%
Max(CAGR)
Winner
FAB
+8.25%
RVNU
+2.91%

FAB vs RVNU - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearFABRVNU
2026+13.37%+3.39%
2025+10.19%+0.42%
2024+7.26%+1.49%
2023+15.87%+10.21%
2022-7.19%-16.63%
2021+33.07%+2.38%
2020+2.60%+6.48%
2019+22.41%+10.29%
2018-14.84%-0.12%
2017+13.64%+7.86%
2016+27.30%+0.44%
2015-12.03%+3.42%
2014+8.96%+15.93%
2013+34.20%-5.29%
2012+15.85%N/A
2011-0.66%N/A
2010+20.64%N/A
2009+48.36%N/A
2008-34.65%N/A
2007-14.50%N/A

FAB vs RVNU Drawdown Comparison

The maximum drawdown for FAB was -63.30%, occurring on Mar 6, 2009. Recovery took 911 trading sessions.

The maximum drawdown for RVNU was -23.52%, occurring on Oct 31, 2022. This drawdown has not yet recovered.

The current RVNU drawdown is -2.85%.

RankFABRVNU
#1-63.30%
Jun 4, 2007 - Jan 12, 2011
-23.52%
Jul 19, 2021 - Oct 31, 2022
#2-47.08%
Jan 16, 2020 - Nov 24, 2020
-17.36%
Mar 9, 2020 - Nov 20, 2020
#3-26.51%
Apr 15, 2015 - Nov 14, 2016
-14.26%
Jun 6, 2013 - Apr 14, 2014
#4-24.24%
May 10, 2011 - Feb 3, 2012
-10.11%
Jul 7, 2016 - Dec 6, 2017
#5-22.91%
Nov 25, 2024 - Nov 28, 2025
-5.22%
Jan 20, 2015 - Dec 17, 2015
#6-21.27%
Sep 21, 2018 - Dec 16, 2019
-3.64%
Dec 29, 2017 - Jan 3, 2019
#7-20.63%
Jan 14, 2022 - Jan 31, 2023
-3.51%
Oct 15, 2014 - Jan 6, 2015
#8-16.47%
Feb 2, 2023 - Dec 14, 2023
-3.34%
Feb 12, 2021 - Jun 4, 2021
#9-14.42%
Mar 26, 2012 - Sep 13, 2012
-2.01%
Sep 3, 2019 - Jan 3, 2020
#10-10.94%
Jul 3, 2014 - Dec 29, 2014
-1.37%
Feb 16, 2016 - Mar 24, 2016
#11-10.04%
Jan 26, 2018 - Sep 20, 2018
-1.36%
Dec 7, 2017 - Dec 29, 2017
#12-8.92%
Sep 14, 2012 - Dec 18, 2012
-1.31%
May 19, 2014 - Jul 21, 2014
#13-7.76%
Jun 8, 2021 - Oct 20, 2021
-1.30%
Aug 15, 2014 - Sep 30, 2014
#14-7.35%
Jul 31, 2024 - Oct 14, 2024
-1.25%
Jul 29, 2014 - Aug 8, 2014
#15-7.00%
Dec 29, 2014 - Feb 12, 2015
-1.14%
Jan 3, 2019 - Feb 8, 2019

Correlation

Correlation between FAB and RVNU is 0.71 which considered as a strong positive correlation - the stocks tend to move together.

0.71
-101

Dividend Comparison (2007 - 2026)

FAB vs RVNU dividend yield comparison.

YearFABRVNU
20260.36%1.52%
20251.57%3.46%
20242.00%3.06%
20231.94%2.79%
20221.80%2.81%
20211.32%2.18%
20201.59%2.43%
20191.75%2.75%
20181.96%2.76%
20171.42%2.49%
20161.40%2.72%
20151.62%3.01%
20141.39%3.15%
20131.05%1.95%
20122.27%0.00%
20111.16%0.00%
20101.19%0.00%
20091.37%0.00%
20082.54%0.00%
20070.54%0.00%

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