FCAL vs FYEE
Comparison between FIRST TRUST CALIFORNIA MUNICIPAL HIGH INCOME ETF (FCAL, ETF) and FIDELITY YIELD ENHANCED EQUITY ETF (FYEE, ETF).
FCAL vs FYEE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
FCAL
$219M
FYEE
$218M
Expense Ratio
FCAL
0.49%
Winner
FYEE
0.28%
Max Drawdown
Winner
FCAL
16.86%
FYEE
20.67%
Sharpe Ratio
FCAL
0.38
Winner
FYEE
1.47
5Y Beta
Winner
FCAL
0.01
FYEE
0.78
P/E Ratio
FCAL
N/A
FYEE
24.85
Forward P/E
FCAL
N/A
FYEE
19.97
PEG Ratio
FCAL
N/A
FYEE
0.26
5Y Dividends CAGR
FCAL
9.81%
FYEE
N/A
5Y EPS CAGR
FCAL
N/A
FYEE
28.32%
Debt to Equity
FCAL
N/A
FYEE
120.72%
P/S Ratio
FCAL
N/A
FYEE
3.61
P/B Ratio
FCAL
N/A
FYEE
5.53
FCAL vs FYEE - Historical Returns
Returns include dividend reinvestment.
1M
FCAL
-0.31%
Winner
FYEE
+3.66%
3M
FCAL
-0.85%
Winner
FYEE
+4.87%
6M
FCAL
-1.66%
Winner
FYEE
+10.31%
1Y
FCAL
+4.99%
Winner
FYEE
+20.40%
5Y(CAGR)
FCAL
+0.27%
FYEE
N/A
10Y(CAGR)
FCAL
+2.38%
FYEE
N/A
Max(CAGR)
FCAL
+2.38%
Winner
FYEE
+17.34%
FCAL vs FYEE - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | FCAL | FYEE |
|---|---|---|
| 2026 | +0.40% | +11.47% |
| 2025 | +3.05% | +15.89% |
| 2024 | +1.84% | +13.18% |
| 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 FYEE Drawdown Comparison
The maximum drawdown for FCAL was -14.81%, occurring on Mar 20, 2020. Recovery took 204 trading sessions.
The maximum drawdown for FYEE was -18.79%, occurring on Apr 8, 2025. Recovery took 136 trading sessions.
The current FCAL drawdown is -2.10%. The current FYEE drawdown is -0.07%.
| Rank | FCAL | FYEE |
|---|---|---|
| #1 | -14.81% Feb 28, 2020 - Dec 17, 2020 | -18.79% Jan 27, 2025 - Aug 12, 2025 |
| #2 | -14.44% Jul 20, 2021 - Nov 11, 2025 | -7.35% Feb 2, 2026 - Apr 15, 2026 |
| #3 | -2.96% Dec 29, 2017 - Dec 21, 2018 | -6.88% Jul 16, 2024 - Aug 19, 2024 |
| #4 | -2.57% Feb 27, 2026 - Jun 22, 2026 | -3.98% Jun 2, 2026 - Jul 6, 2026 |
| #5 | -2.28% Feb 12, 2021 - May 6, 2021 | -3.95% Nov 12, 2025 - Nov 28, 2025 |
| #6 | -2.20% Jul 2, 2026 - Aug 3, 2026 | -3.59% Apr 11, 2024 - May 9, 2024 |
| #7 | -1.27% Aug 28, 2019 - Oct 8, 2019 | -3.33% Aug 30, 2024 - Sep 16, 2024 |
| #8 | -1.10% Oct 9, 2019 - Dec 27, 2019 | -3.21% Dec 6, 2024 - Jan 23, 2025 |
| #9 | -1.03% Dec 7, 2017 - Dec 28, 2017 | -2.56% Oct 8, 2025 - Oct 20, 2025 |
| #10 | -0.88% Aug 15, 2017 - Sep 12, 2017 | -2.31% Jan 9, 2026 - Jan 27, 2026 |
| #11 | -0.71% Apr 15, 2019 - Apr 30, 2019 | -2.00% Jul 15, 2026 - Jul 31, 2026 |
| #12 | -0.71% Sep 12, 2017 - Oct 19, 2017 | -1.68% Dec 10, 2025 - Dec 22, 2025 |
| #13 | -0.65% Dec 28, 2018 - Jan 31, 2019 | -1.67% Nov 12, 2024 - Nov 26, 2024 |
| #14 | -0.64% Nov 20, 2017 - Dec 5, 2017 | -1.40% Oct 18, 2024 - Nov 6, 2024 |
| #15 | -0.58% Dec 21, 2018 - Dec 28, 2018 | -1.32% Nov 3, 2025 - Nov 10, 2025 |
Correlation
Correlation between FCAL and FYEE 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 FYEE dividend yield comparison.
| Year | FCAL | FYEE |
|---|---|---|
| 2026 | 2.35% | 5.14% |
| 2025 | 3.22% | 7.08% |
| 2024 | 2.99% | 5.45% |
| 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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