StockComparison Logo
vs

FCA vs PGJ

Comparison between FIRST TRUST CHINA ALPHADEX FUND (FCA, ETF) and INVESCO GOLDEN DRAGON CHINA ETF (PGJ, ETF).

5-Year PerformanceFCA has outperformed PGJ, delivering a return of +3.8% compared to -14.3%

FCA vs PGJ - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
FCA
$102M
PGJ
$102M
Expense Ratio
FCA
0.80%
Winner
PGJ
0.70%
Max Drawdown
Winner
FCA
51.39%
PGJ
78.47%
Sharpe Ratio
Winner
FCA
1.18
PGJ
-0.64
5Y Beta
Winner
FCA
0.62
PGJ
0.81
P/E Ratio
FCA
N/A
PGJ
-11.55
Forward P/E
FCA
N/A
PGJ
10.54
5Y Dividends CAGR
FCA
-8.66%
Winner
PGJ
38.30%
5Y EPS CAGR
FCA
N/A
PGJ
-5.93%
Debt to Equity
FCA
N/A
PGJ
30.45%
P/S Ratio
FCA
N/A
PGJ
0.14
P/B Ratio
FCA
N/A
PGJ
1.38

FCA vs PGJ - Historical Returns

Returns include dividend reinvestment.

1M
Winner
FCA
-9.27%
PGJ
-9.56%
3M
Winner
FCA
-7.91%
PGJ
-9.99%
6M
Winner
FCA
+9.19%
PGJ
-17.46%
1Y
Winner
FCA
+32.36%
PGJ
-13.08%
5Y(CAGR)
Winner
FCA
+3.81%
PGJ
-14.28%
10Y(CAGR)
Winner
FCA
+9.69%
PGJ
+0.46%
Max(CAGR)
FCA
+3.49%
Winner
PGJ
+3.81%

FCA vs PGJ - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

YearFCAPGJ
2026+3.83%-18.65%
2025+46.63%+15.56%
2024+14.89%+9.59%
2023-11.07%-6.02%
2022-19.20%-24.43%
2021-0.35%-42.37%
2020+9.99%+45.33%
2019+19.40%+32.03%
2018-20.75%-32.36%
2017+60.19%+58.40%
2016-0.94%-7.14%
2015-7.81%+16.99%
2014-0.40%-8.01%
2013-6.05%+56.82%
2012+30.30%-3.61%
2011-35.23%-26.11%
2010N/A+7.70%
2009N/A+54.14%
2008N/A-55.93%
2007N/A+57.31%
2006N/A+50.07%
2005N/A-2.55%
2004N/A-0.75%

FCA vs PGJ Drawdown Comparison

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

The maximum drawdown for PGJ was -78.37%, occurring on Oct 24, 2022. This drawdown has not yet recovered.

The current FCA drawdown is -11.50%. The current PGJ drawdown is -67.64%.

RankFCAPGJ
#1-45.59%
May 4, 2015 - Sep 15, 2017
-78.37%
Feb 16, 2021 - Oct 24, 2022
#2-45.41%
Apr 21, 2011 - Apr 9, 2015
-71.38%
Oct 31, 2007 - Jun 11, 2015
#3-42.46%
Sep 13, 2021 - Aug 15, 2025
-39.54%
Jan 26, 2018 - Jul 2, 2020
#4-39.97%
Jan 26, 2018 - Feb 16, 2021
-31.73%
Jun 12, 2015 - Apr 25, 2017
#5-13.82%
May 13, 2026 - Jun 10, 2026
-20.75%
May 8, 2006 - Nov 14, 2006
#6-13.69%
Feb 17, 2021 - Jun 1, 2021
-19.01%
Jul 13, 2007 - Aug 27, 2007
#7-11.39%
Oct 5, 2017 - Jan 2, 2018
-14.90%
Jan 3, 2007 - Apr 16, 2007
#8-10.09%
Jun 28, 2021 - Sep 8, 2021
-13.98%
Dec 15, 2004 - Aug 3, 2005
#9-10.03%
Mar 2, 2026 - May 13, 2026
-13.52%
Aug 15, 2005 - Jan 9, 2006
#10-8.34%
Sep 21, 2017 - Oct 5, 2017
-8.73%
Jul 9, 2020 - Aug 26, 2020
#11-6.58%
Nov 14, 2025 - Jan 5, 2026
-8.64%
Sep 1, 2020 - Oct 12, 2020
#12-6.44%
Oct 8, 2025 - Nov 11, 2025
-8.39%
Nov 22, 2017 - Jan 2, 2018
#13-5.31%
Jan 29, 2026 - Feb 10, 2026
-8.31%
Oct 16, 2017 - Nov 17, 2017
#14-4.26%
Aug 26, 2025 - Sep 9, 2025
-7.43%
Jun 7, 2017 - Jul 18, 2017
#15-4.02%
Jun 14, 2021 - Jun 25, 2021
-7.34%
Oct 17, 2007 - Oct 31, 2007

Correlation

Correlation between FCA and PGJ is 0.53 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.53
-101

Dividend Comparison (2005 - 2026)

FCA vs PGJ dividend yield comparison.

YearFCAPGJ
20260.00%0.04%
20252.67%3.38%
20245.17%4.70%
20235.70%2.50%
20226.00%0.84%
20214.91%0.00%
20204.12%0.30%
20193.73%0.17%
20183.10%0.31%
20172.30%2.05%
20162.51%1.94%
20154.13%0.37%
20142.47%0.89%
20132.86%0.96%
20121.46%2.40%
20112.29%2.32%
20100.00%0.67%
20090.00%0.82%
20080.00%1.15%
20070.00%0.62%
20060.00%1.00%
20050.00%1.17%

Select Stocks to Compare