FCA vs HFND
Comparison between FIRST TRUST CHINA ALPHADEX FUND (FCA, ETF) and UNLIMITED HFND MULTI-STRATEGY RETURN TRACKER ETF (HFND, ETF).
FCA vs HFND - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FCA
$35M
Winner
HFND
$35M
Expense Ratio
Winner
FCA
0.80%
HFND
1.07%
Max Drawdown
FCA
51.39%
Winner
HFND
15.44%
Sharpe Ratio
FCA
0.39
Winner
HFND
1.01
5Y Beta
FCA
0.64
Winner
HFND
0.52
5Y Dividends CAGR
FCA
-5.46%
HFND
N/A
FCA vs HFND - Historical Returns
Returns include dividend reinvestment.
1M
FCA
-9.50%
Winner
HFND
-1.54%
3M
FCA
-16.36%
Winner
HFND
+1.60%
6M
FCA
-13.48%
Winner
HFND
+4.28%
1Y
FCA
+7.31%
Winner
HFND
+13.78%
5Y(CAGR)
FCA
+2.11%
HFND
N/A
10Y(CAGR)
FCA
+7.68%
HFND
N/A
Max(CAGR)
FCA
+2.66%
Winner
HFND
+8.27%
FCA vs HFND - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | FCA | HFND |
|---|---|---|
| 2026 | -7.90% | +7.94% |
| 2025 | +46.63% | +8.87% |
| 2024 | +14.89% | +8.97% |
| 2023 | -11.07% | +3.78% |
| 2022 | -19.20% | +2.38% |
| 2021 | -0.35% | N/A |
| 2020 | +9.99% | N/A |
| 2019 | +19.40% | N/A |
| 2018 | -20.75% | N/A |
| 2017 | +60.19% | N/A |
| 2016 | -0.94% | N/A |
| 2015 | -7.81% | N/A |
| 2014 | -0.40% | N/A |
| 2013 | -6.05% | N/A |
| 2012 | +30.30% | N/A |
| 2011 | -35.23% | N/A |
FCA vs HFND Drawdown Comparison
The maximum drawdown for FCA was -45.59%, occurring on Feb 11, 2016. Recovery took 598 trading sessions.
The maximum drawdown for HFND was -13.31%, occurring on Apr 8, 2025. Recovery took 106 trading sessions.
The current FCA drawdown is -21.50%. The current HFND drawdown is -1.54%.
| Rank | FCA | HFND |
|---|---|---|
| #1 | -45.59% May 4, 2015 - Sep 15, 2017 | -13.31% Feb 19, 2025 - Jul 23, 2025 |
| #2 | -45.41% Apr 21, 2011 - Apr 9, 2015 | -6.96% Feb 2, 2023 - Feb 15, 2024 |
| #3 | -42.46% Sep 13, 2021 - Aug 15, 2025 | -5.43% Jul 16, 2024 - Sep 24, 2024 |
| #4 | -39.97% Jan 26, 2018 - Feb 16, 2021 | -4.94% Feb 25, 2026 - Apr 17, 2026 |
| #5 | -24.13% May 13, 2026 - Jul 17, 2026 | -4.21% Dec 9, 2024 - Feb 7, 2025 |
| #6 | -13.69% Feb 17, 2021 - Jun 1, 2021 | -3.70% Mar 28, 2024 - Jul 3, 2024 |
| #7 | -11.39% Oct 5, 2017 - Jan 2, 2018 | -3.01% Oct 27, 2025 - Dec 10, 2025 |
| #8 | -10.09% Jun 28, 2021 - Sep 8, 2021 | -2.92% Dec 10, 2025 - Jan 9, 2026 |
| #9 | -10.03% Mar 2, 2026 - May 13, 2026 | -2.58% Jun 2, 2026 - Jun 15, 2026 |
| #10 | -8.34% Sep 21, 2017 - Oct 5, 2017 | -2.55% Nov 30, 2022 - Jan 11, 2023 |
| #11 | -6.58% Nov 14, 2025 - Jan 5, 2026 | -2.50% Jun 22, 2026 - Jul 20, 2026 |
| #12 | -6.44% Oct 8, 2025 - Nov 11, 2025 | -2.33% May 14, 2026 - Jun 1, 2026 |
| #13 | -5.31% Jan 29, 2026 - Feb 10, 2026 | -2.02% Jan 28, 2026 - Feb 9, 2026 |
| #14 | -4.26% Aug 26, 2025 - Sep 9, 2025 | -2.02% Oct 8, 2025 - Oct 23, 2025 |
| #15 | -4.02% Jun 14, 2021 - Jun 25, 2021 | -1.92% Oct 22, 2024 - Nov 7, 2024 |
Correlation
Correlation between FCA and HFND is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.
0.90
-101
Dividend Comparison (2011 - 2026)
FCA vs HFND dividend yield comparison.
| Year | FCA | HFND |
|---|---|---|
| 2026 | 1.50% | 0.00% |
| 2025 | 2.67% | 5.08% |
| 2024 | 5.17% | 3.70% |
| 2023 | 5.70% | 1.41% |
| 2022 | 6.00% | 0.43% |
| 2021 | 4.91% | 0.00% |
| 2020 | 4.12% | 0.00% |
| 2019 | 3.73% | 0.00% |
| 2018 | 3.10% | 0.00% |
| 2017 | 2.30% | 0.00% |
| 2016 | 2.51% | 0.00% |
| 2015 | 4.13% | 0.00% |
| 2014 | 2.47% | 0.00% |
| 2013 | 2.86% | 0.00% |
| 2012 | 1.46% | 0.00% |
| 2011 | 2.29% | 0.00% |
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