FAN vs USDX
Comparison between FIRST TRUST GLOBAL WIND ENERGY ETF (FAN, ETF) and SGI ENHANCED CORE ETF (USDX, ETF).
FAN vs USDX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FAN
$304M
Winner
USDX
$305M
Expense Ratio
Winner
FAN
0.60%
USDX
1.08%
Max Drawdown
FAN
80.62%
Winner
USDX
3.80%
Sharpe Ratio
Winner
FAN
1.20
USDX
1.05
5Y Beta
FAN
0.70
Winner
USDX
0.00
5Y Dividends CAGR
FAN
1.30%
USDX
N/A
FAN vs USDX - Historical Returns
Returns include dividend reinvestment.
1M
FAN
-3.66%
Winner
USDX
-0.04%
3M
FAN
-3.81%
Winner
USDX
+0.88%
6M
Winner
FAN
+12.40%
USDX
+2.17%
1Y
Winner
FAN
+29.32%
USDX
+5.95%
5Y(CAGR)
FAN
+4.32%
USDX
N/A
10Y(CAGR)
FAN
+9.01%
USDX
N/A
Max(CAGR)
FAN
+0.93%
Winner
USDX
+6.54%
FAN vs USDX - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | FAN | USDX |
|---|---|---|
| 2026 | +14.89% | +2.46% |
| 2025 | +39.24% | +6.20% |
| 2024 | -7.56% | +6.87% |
| 2023 | -3.92% | N/A |
| 2022 | -14.43% | N/A |
| 2021 | -14.12% | N/A |
| 2020 | +61.13% | N/A |
| 2019 | +31.68% | N/A |
| 2018 | -12.10% | N/A |
| 2017 | +15.91% | N/A |
| 2016 | +10.50% | N/A |
| 2015 | +10.74% | N/A |
| 2014 | -7.62% | N/A |
| 2013 | +62.57% | N/A |
| 2012 | -13.58% | N/A |
| 2011 | -23.42% | N/A |
| 2010 | -32.37% | N/A |
| 2009 | +19.44% | N/A |
| 2008 | -56.68% | N/A |
FAN vs USDX Drawdown Comparison
The maximum drawdown for FAN was -79.84%, occurring on Jul 24, 2012. Recovery took 3145 trading sessions.
The maximum drawdown for USDX was -0.94%, occurring on Jan 27, 2026. Recovery took 22 trading sessions.
The current FAN drawdown is -10.38%. The current USDX drawdown is -0.18%.
| Rank | FAN | USDX |
|---|---|---|
| #1 | -79.84% Jun 27, 2008 - Dec 23, 2020 | -0.94% Jan 21, 2026 - Feb 23, 2026 |
| #2 | -46.30% Jan 7, 2021 - Feb 25, 2026 | -0.74% Apr 7, 2025 - May 16, 2025 |
| #3 | -12.07% May 6, 2026 - Jul 13, 2026 | -0.64% May 29, 2026 - Jun 22, 2026 |
| #4 | -5.26% Mar 2, 2026 - Mar 31, 2026 | -0.35% May 7, 2026 - May 14, 2026 |
| #5 | -2.11% Apr 27, 2026 - Apr 30, 2026 | -0.31% Apr 30, 2026 - May 7, 2026 |
| #6 | -2.05% Apr 14, 2026 - Apr 23, 2026 | -0.30% Jul 9, 2026 - Jul 17, 2026 |
| #7 | -1.59% Apr 30, 2026 - May 5, 2026 | -0.29% May 21, 2026 - May 29, 2026 |
| #8 | -0.47% Apr 10, 2026 - Apr 14, 2026 | -0.26% May 14, 2026 - May 20, 2026 |
| #9 | -0.34% Dec 30, 2020 - Jan 4, 2021 | -0.25% Jun 30, 2026 - Jul 9, 2026 |
| #10 | N/A | -0.24% Jul 1, 2024 - Jul 3, 2024 |
| #11 | N/A | -0.23% Oct 25, 2024 - Nov 4, 2024 |
| #12 | N/A | -0.23% Dec 23, 2024 - Jan 2, 2025 |
| #13 | N/A | -0.21% Jan 15, 2026 - Jan 21, 2026 |
| #14 | N/A | -0.21% Nov 11, 2024 - Nov 14, 2024 |
| #15 | N/A | -0.21% Dec 16, 2024 - Dec 23, 2024 |
Correlation
Correlation between FAN and USDX is 0.84 which considered as a strong positive correlation - the stocks tend to move together.
0.84
-101
Dividend Comparison (2008 - 2026)
FAN vs USDX dividend yield comparison.
| Year | FAN | USDX |
|---|---|---|
| 2026 | 0.36% | 3.06% |
| 2025 | 1.35% | 5.88% |
| 2024 | 1.52% | 4.60% |
| 2023 | 1.71% | 0.00% |
| 2022 | 1.50% | 0.00% |
| 2021 | 1.79% | 0.00% |
| 2020 | 0.84% | 0.00% |
| 2019 | 2.42% | 0.00% |
| 2018 | 2.67% | 0.00% |
| 2017 | 2.59% | 0.00% |
| 2016 | 6.04% | 0.00% |
| 2015 | 2.35% | 0.00% |
| 2014 | 2.61% | 0.00% |
| 2013 | 0.71% | 0.00% |
| 2012 | 1.63% | 0.00% |
| 2011 | 0.74% | 0.00% |
| 2010 | 0.90% | 0.00% |
| 2009 | 2.14% | 0.00% |
| 2008 | 0.32% | 0.00% |
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