FCA vs ITEQ

Comparison between FIRST TRUST CHINA ALPHADEX FUND (FCA, ETF) and Amplify BlueStar Israel Technology ETF (ITEQ, ETF).

5-Year PerformanceFCA has outperformed ITEQ, delivering a return of +4.0% compared to -0.3%

FCA vs ITEQ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FCA(ETF)	ITEQ(ETF)
Net Assets	$111M	$111M
Expense Ratio	0.80%	0.75%
Max Drawdown	51.39%	54.63%
Sharpe Ratio	1.32	0.78
5Y Beta	0.62	1.10
P/E Ratio	N/A	402.78
Forward P/E	N/A	21.94
5Y Dividends CAGR	-8.66%	N/A
Debt to Equity	N/A	-2.93%
P/S Ratio	N/A	2.31
P/B Ratio	N/A	3.52

Net Assets

FCA

$111M

Winner

ITEQ

$111M

Expense Ratio

FCA

0.80%

Winner

ITEQ

0.75%

Max Drawdown

Winner

FCA

51.39%

ITEQ

54.63%

Sharpe Ratio

Winner

FCA

1.32

ITEQ

0.78

5Y Beta

Winner

FCA

0.62

ITEQ

1.10

P/E Ratio

FCA

N/A

ITEQ

402.78

Forward P/E

FCA

N/A

ITEQ

21.94

5Y Dividends CAGR

FCA

-8.66%

ITEQ

N/A

Debt to Equity

FCA

N/A

ITEQ

-2.93%

P/S Ratio

FCA

N/A

ITEQ

2.31

P/B Ratio

FCA

N/A

ITEQ

3.52

FCA vs ITEQ - Historical Returns

Returns include dividend reinvestment.

Period	FCA	ITEQ
1 month	-7.99%	+0.90%
3 months	-8.15%	+7.98%
6 months	+3.44%	+14.51%
1 year	+35.78%	+21.42%
5 years(CAGR)	+3.98%	-0.26%
10 years(CAGR)	+9.23%	+10.48%
Max(CAGR)	+3.40%	+9.39%

FCA

-7.99%

Winner

ITEQ

+0.90%

FCA

-8.15%

Winner

ITEQ

+7.98%

FCA

+3.44%

Winner

ITEQ

+14.51%

Winner

FCA

+35.78%

ITEQ

+21.42%

5Y(CAGR)

Winner

FCA

+3.98%

ITEQ

-0.26%

10Y(CAGR)

FCA

+9.23%

Winner

ITEQ

+10.48%

Max(CAGR)

FCA

+3.40%

Winner

ITEQ

+9.39%

FCA vs ITEQ - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	FCA	ITEQ
2026	+2.37%	+11.21%
2025	+46.63%	+13.52%
2024	+14.89%	+14.15%
2023	-11.07%	+5.59%
2022	-19.20%	-30.67%
2021	-0.35%	-6.09%
2020	+9.99%	+57.52%
2019	+19.40%	+37.59%
2018	-20.75%	-1.93%
2017	+60.19%	+26.50%
2016	-0.94%	+4.88%
2015	-7.81%	-4.80%
2014	-0.40%	N/A
2013	-6.05%	N/A
2012	+30.30%	N/A
2011	-35.23%	N/A

FCA vs ITEQ Drawdown Comparison

The maximum drawdown for FCA was -45.59%, occurring on Feb 11, 2016. Recovery took 598 trading sessions.

The maximum drawdown for ITEQ was -54.63%, occurring on Oct 27, 2023. This drawdown has not yet recovered.

The current FCA drawdown is -12.75%. The current ITEQ drawdown is -17.14%.

Rank	FCA	ITEQ
#1	-45.59% May 4, 2015 - Sep 15, 2017	-54.63% Feb 12, 2021 - Oct 27, 2023
#2	-45.41% Apr 21, 2011 - Apr 9, 2015	-36.49% Feb 19, 2020 - Jun 1, 2020
#3	-42.46% Sep 13, 2021 - Aug 15, 2025	-21.04% Nov 4, 2015 - Aug 15, 2016
#4	-39.97% Jan 26, 2018 - Feb 16, 2021	-19.40% Aug 31, 2018 - Feb 25, 2019
#5	-13.69% Feb 17, 2021 - Jun 1, 2021	-10.74% Oct 13, 2020 - Dec 4, 2020
#6	-12.75% May 13, 2026 - Jun 5, 2026	-9.27% Sep 2, 2020 - Oct 5, 2020
#7	-11.39% Oct 5, 2017 - Jan 2, 2018	-8.29% Aug 22, 2019 - Nov 25, 2019
#8	-10.09% Jun 28, 2021 - Sep 8, 2021	-8.19% Sep 8, 2016 - Jan 25, 2017
#9	-10.03% Mar 2, 2026 - May 13, 2026	-7.66% Jan 26, 2018 - Mar 9, 2018
#10	-8.34% Sep 21, 2017 - Oct 5, 2017	-6.50% Mar 12, 2018 - May 14, 2018
#11	-6.58% Nov 14, 2025 - Jan 5, 2026	-5.32% Jul 19, 2017 - Sep 11, 2017
#12	-6.44% Oct 8, 2025 - Nov 11, 2025	-5.04% Jun 3, 2020 - Jul 2, 2020
#13	-5.31% Jan 29, 2026 - Feb 10, 2026	-4.90% Jul 25, 2018 - Aug 29, 2018
#14	-4.26% Aug 26, 2025 - Sep 9, 2025	-4.86% May 3, 2019 - Jun 19, 2019
#15	-4.02% Jun 14, 2021 - Jun 25, 2021	-4.58% Oct 31, 2017 - Jan 4, 2018

Correlation

Correlation between FCA and ITEQ is 0.75 which considered as a strong positive correlation - the stocks tend to move together.

0.75

-101

Dividend Comparison (2011 - 2025)

FCA vs ITEQ dividend yield comparison.

Year	FCA	ITEQ
2025	2.67%	0.85%
2024	5.17%	0.01%
2023	5.70%	0.00%
2022	6.00%	0.00%
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%