FCAL vs FFOX
Comparison between FIRST TRUST CALIFORNIA MUNICIPAL HIGH INCOME ETF (FCAL, ETF) and FUNDX FUTURE FUND OPPORTUNITIES ETF (FFOX, ETF).
FCAL vs FFOX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FCAL
$220M
Winner
FFOX
$220M
Expense Ratio
Winner
FCAL
0.49%
FFOX
1.02%
Max Drawdown
FCAL
16.86%
Winner
FFOX
12.41%
Sharpe Ratio
Winner
FCAL
1.13
FFOX
0.79
5Y Beta
Winner
FCAL
-0.00
FFOX
1.18
P/E Ratio
FCAL
N/A
FFOX
38.83
Forward P/E
FCAL
N/A
FFOX
20.29
5Y Dividends CAGR
FCAL
7.56%
FFOX
N/A
5Y EPS CAGR
FCAL
N/A
FFOX
17.31%
Debt to Equity
FCAL
N/A
FFOX
-41.67%
P/S Ratio
FCAL
N/A
FFOX
1.41
P/B Ratio
FCAL
N/A
FFOX
4.56
FCAL vs FFOX - Historical Returns
Returns include dividend reinvestment.
1M
FCAL
+0.56%
Winner
FFOX
+4.46%
3M
FCAL
+1.44%
Winner
FFOX
+8.32%
6M
FCAL
+2.24%
Winner
FFOX
+4.77%
1Y
FCAL
+6.68%
Winner
FFOX
+17.42%
5Y(CAGR)
FCAL
+0.59%
FFOX
N/A
10Y(CAGR)
FCAL
+2.59%
FFOX
N/A
Max(CAGR)
FCAL
+2.59%
Winner
FFOX
+16.93%
FCAL vs FFOX - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | FCAL | FFOX |
|---|---|---|
| 2026 | +1.76% | +4.93% |
| 2025 | +3.05% | +9.97% |
| 2024 | +1.84% | N/A |
| 2023 | +6.19% | N/A |
| 2022 | -9.40% | N/A |
| 2021 | +3.02% | N/A |
| 2020 | +3.39% | N/A |
| 2019 | +9.63% | N/A |
| 2018 | +1.01% | N/A |
| 2017 | +4.40% | N/A |
FCAL vs FFOX Drawdown Comparison
The maximum drawdown for FCAL was -14.81%, occurring on Mar 20, 2020. Recovery took 204 trading sessions.
The maximum drawdown for FFOX was -12.41%, occurring on Mar 30, 2026. Recovery took 35 trading sessions.
The current FCAL drawdown is -0.32%. The current FFOX drawdown is -1.06%.
| Rank | FCAL | FFOX |
|---|---|---|
| #1 | -14.81% Feb 28, 2020 - Dec 17, 2020 | -12.41% Feb 26, 2026 - Apr 17, 2026 |
| #2 | -14.44% Jul 20, 2021 - Nov 11, 2025 | -7.57% Apr 20, 2026 - May 19, 2026 |
| #3 | -2.96% Dec 29, 2017 - Dec 21, 2018 | -5.92% Oct 27, 2025 - Nov 26, 2025 |
| #4 | -2.57% Feb 27, 2026 - Mar 27, 2026 | -4.76% Sep 18, 2025 - Oct 24, 2025 |
| #5 | -2.28% Feb 12, 2021 - May 6, 2021 | -4.28% Jan 22, 2026 - Feb 9, 2026 |
| #6 | -1.27% Aug 28, 2019 - Oct 8, 2019 | -3.40% Dec 11, 2025 - Jan 5, 2026 |
| #7 | -1.10% Oct 9, 2019 - Dec 27, 2019 | -2.78% Feb 9, 2026 - Feb 26, 2026 |
| #8 | -1.03% Dec 7, 2017 - Dec 28, 2017 | -2.43% Jul 30, 2025 - Aug 12, 2025 |
| #9 | -0.88% Aug 15, 2017 - Sep 12, 2017 | -1.90% Jun 10, 2025 - Jun 24, 2025 |
| #10 | -0.71% Apr 15, 2019 - Apr 30, 2019 | -1.88% Jan 15, 2026 - Jan 22, 2026 |
| #11 | -0.71% Sep 12, 2017 - Oct 19, 2017 | -1.86% Jul 3, 2025 - Jul 23, 2025 |
| #12 | -0.65% Dec 28, 2018 - Jan 31, 2019 | -1.52% Aug 13, 2025 - Aug 22, 2025 |
| #13 | -0.64% Nov 20, 2017 - Dec 5, 2017 | -1.18% Sep 11, 2025 - Sep 18, 2025 |
| #14 | -0.58% Dec 21, 2018 - Dec 28, 2018 | -1.09% Aug 28, 2025 - Sep 5, 2025 |
| #15 | -0.57% Mar 29, 2019 - Apr 15, 2019 | -0.99% Nov 28, 2025 - Dec 10, 2025 |
Correlation
Correlation between FCAL and FFOX is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
Dividend Comparison (2017 - 2026)
FCAL vs FFOX dividend yield comparison.
| Year | FCAL | FFOX |
|---|---|---|
| 2026 | 1.43% | 0.00% |
| 2025 | 3.22% | 1.81% |
| 2024 | 2.99% | 0.00% |
| 2023 | 2.74% | 0.00% |
| 2022 | 2.38% | 0.00% |
| 2021 | 2.03% | 0.00% |
| 2020 | 2.11% | 0.00% |
| 2019 | 2.68% | 0.00% |
| 2018 | 2.99% | 0.00% |
| 2017 | 1.30% | 0.00% |
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