FCAL vs XMPT
Comparison between FIRST TRUST CALIFORNIA MUNICIPAL HIGH INCOME ETF (FCAL, ETF) and VANECK CEF MUNI INCOME ETF (XMPT, ETF).
5-Year PerformanceFCAL has outperformed XMPT, delivering a return of +0.3% compared to -1.8%
FCAL vs XMPT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
FCAL vs XMPT - Historical Returns
Returns include dividend reinvestment.
FCAL vs XMPT - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | FCAL | XMPT |
|---|---|---|
| 2026 | +0.40% | +2.47% |
| 2025 | +3.05% | +7.13% |
| 2024 | +1.84% | +6.25% |
| 2023 | +6.19% | +1.47% |
| 2022 | -9.40% | -23.77% |
| 2021 | +3.02% | +8.54% |
| 2020 | +3.39% | +7.74% |
| 2019 | +9.63% | +18.41% |
| 2018 | +1.01% | -6.11% |
| 2017 | +4.40% | +8.01% |
| 2016 | N/A | +1.29% |
| 2015 | N/A | +7.81% |
| 2014 | N/A | +18.27% |
| 2013 | N/A | -14.63% |
| 2012 | N/A | +10.97% |
| 2011 | N/A | +10.90% |
FCAL vs XMPT Drawdown Comparison
The maximum drawdown for FCAL was -14.81%, occurring on Mar 20, 2020. Recovery took 204 trading sessions.
The maximum drawdown for XMPT was -35.24%, occurring on Oct 25, 2023. This drawdown has not yet recovered.
The current FCAL drawdown is -2.10%. The current XMPT drawdown is -8.86%.
| Rank | FCAL | XMPT |
|---|---|---|
| #1 | -14.81% Feb 28, 2020 - Dec 17, 2020 | -35.24% Sep 1, 2021 - Oct 25, 2023 |
| #2 | -14.44% Jul 20, 2021 - Nov 11, 2025 | -25.28% Feb 25, 2020 - Nov 27, 2020 |
| #3 | -2.96% Dec 29, 2017 - Dec 21, 2018 | -21.89% Jan 24, 2013 - Jan 7, 2015 |
| #4 | -2.57% Feb 27, 2026 - Jun 22, 2026 | -13.25% Jul 8, 2016 - Mar 27, 2019 |
| #5 | -2.28% Feb 12, 2021 - May 6, 2021 | -7.79% Jan 30, 2015 - Dec 1, 2015 |
| #6 | -2.20% Jul 2, 2026 - Aug 3, 2026 | -6.71% Mar 9, 2012 - Apr 30, 2012 |
| #7 | -1.27% Aug 28, 2019 - Oct 8, 2019 | -6.17% Nov 30, 2012 - Jan 24, 2013 |
| #8 | -1.10% Oct 9, 2019 - Dec 27, 2019 | -5.78% Jul 22, 2011 - Aug 17, 2011 |
| #9 | -1.03% Dec 7, 2017 - Dec 28, 2017 | -4.91% Feb 11, 2021 - Apr 14, 2021 |
| #10 | -0.88% Aug 15, 2017 - Sep 12, 2017 | -4.26% Sep 4, 2019 - Jan 3, 2020 |
| #11 | -0.71% Apr 15, 2019 - Apr 30, 2019 | -3.68% Nov 25, 2011 - Dec 1, 2011 |
| #12 | -0.71% Sep 12, 2017 - Oct 19, 2017 | -3.50% Nov 12, 2012 - Nov 20, 2012 |
| #13 | -0.65% Dec 28, 2018 - Jan 31, 2019 | -3.05% Aug 6, 2012 - Sep 14, 2012 |
| #14 | -0.64% Nov 20, 2017 - Dec 5, 2017 | -2.81% Oct 3, 2011 - Nov 1, 2011 |
| #15 | -0.58% Dec 21, 2018 - Dec 28, 2018 | -2.74% Feb 1, 2012 - Mar 1, 2012 |
Correlation
Correlation between FCAL and XMPT is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2011 - 2026)
FCAL vs XMPT dividend yield comparison.
| Year | FCAL | XMPT |
|---|---|---|
| 2026 | 2.35% | 3.94% |
| 2025 | 3.22% | 5.87% |
| 2024 | 2.99% | 5.35% |
| 2023 | 2.74% | 3.81% |
| 2022 | 2.38% | 5.12% |
| 2021 | 2.03% | 3.74% |
| 2020 | 2.11% | 3.79% |
| 2019 | 2.68% | 4.08% |
| 2018 | 2.99% | 5.05% |
| 2017 | 1.30% | 4.84% |
| 2016 | 0.00% | 5.35% |
| 2015 | 0.00% | 5.24% |
| 2014 | 0.00% | 5.50% |
| 2013 | 0.00% | 6.17% |
| 2012 | 0.00% | 5.48% |
| 2011 | 0.00% | 2.73% |
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