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FCA vs SPY

Comparison between FIRST TRUST CHINA ALPHADEX FUND (FCA, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed FCA, delivering a return of +13.3% compared to +4.0%

FCA vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
FCA
$111M
Winner
SPY
$735B
Expense Ratio
FCA
0.80%
Winner
SPY
0.09%
Max Drawdown
Winner
FCA
51.39%
SPY
56.47%
Sharpe Ratio
FCA
1.32
Winner
SPY
1.62
5Y Beta
Winner
FCA
0.62
SPY
1.00
P/E Ratio
FCA
N/A
SPY
28.99
Forward P/E
FCA
N/A
SPY
22.37
5Y Dividends CAGR
FCA
-8.66%
Winner
SPY
5.43%
5Y EPS CAGR
FCA
N/A
SPY
26.05%
Debt to Equity
FCA
N/A
SPY
32.40%
P/S Ratio
FCA
N/A
SPY
3.74
P/B Ratio
FCA
N/A
SPY
5.61

FCA vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
FCA
-7.99%
Winner
SPY
+1.90%
3M
FCA
-8.15%
Winner
SPY
+8.55%
6M
FCA
+3.44%
Winner
SPY
+8.18%
1Y
Winner
FCA
+35.78%
SPY
+25.79%
5Y(CAGR)
FCA
+3.98%
Winner
SPY
+13.32%
10Y(CAGR)
FCA
+9.23%
Winner
SPY
+15.19%
Max(CAGR)
FCA
+3.40%
Winner
SPY
+8.47%

FCA vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearFCASPY
2026+2.37%+8.26%
2025+46.63%+18.00%
2024+14.89%+25.59%
2023-11.07%+26.72%
2022-19.20%-18.64%
2021-0.35%+30.52%
2020+9.99%+17.28%
2019+19.40%+31.09%
2018-20.75%-5.24%
2017+60.19%+20.78%
2016-0.94%+13.59%
2015-7.81%+1.31%
2014-0.40%+14.56%
2013-6.05%+29.00%
2012+30.30%+14.17%
2011-35.23%+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

FCA vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current FCA drawdown is -12.75%. The current SPY drawdown is -2.90%.

RankFCASPY
#1-45.59%
May 4, 2015 - Sep 15, 2017		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-45.41%
Apr 21, 2011 - Apr 9, 2015		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-42.46%
Sep 13, 2021 - Aug 15, 2025		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-39.97%
Jan 26, 2018 - Feb 16, 2021		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-13.69%
Feb 17, 2021 - Jun 1, 2021		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-12.75%
May 13, 2026 - Jun 5, 2026		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-11.39%
Oct 5, 2017 - Jan 2, 2018		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-10.09%
Jun 28, 2021 - Sep 8, 2021		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-10.03%
Mar 2, 2026 - May 13, 2026		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-8.34%
Sep 21, 2017 - Oct 5, 2017		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-6.58%
Nov 14, 2025 - Jan 5, 2026		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-6.44%
Oct 8, 2025 - Nov 11, 2025		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-5.31%
Jan 29, 2026 - Feb 10, 2026		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-4.26%
Aug 26, 2025 - Sep 9, 2025		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-4.02%
Jun 14, 2021 - Jun 25, 2021		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between FCA and SPY is 0.80 which considered as a strong positive correlation - the stocks tend to move together.

0.80
-101

Dividend Comparison (1999 - 2026)

FCA vs SPY dividend yield comparison.

YearFCASPY
20260.00%0.24%
20252.67%1.07%
20245.17%1.21%
20235.70%1.40%
20226.00%1.65%
20214.91%1.20%
20204.12%1.52%
20193.73%1.75%
20183.10%2.04%
20172.30%1.80%
20162.51%2.03%
20154.13%2.06%
20142.47%1.87%
20132.86%1.81%
20121.46%2.18%
20112.29%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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