FCEF vs FCUS
Comparison between FIRST TRUST INCOME OPPORTUNITIES ETF (FCEF, ETF) and PINNACLE FOCUSED OPPORTUNITIES ETF (FCUS, ETF).
FCEF vs FCUS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
FCEF
$75M
FCUS
$75M
Expense Ratio
FCEF
3.69%
Winner
FCUS
0.80%
Max Drawdown
FCEF
45.08%
Winner
FCUS
42.84%
Sharpe Ratio
FCEF
1.36
Winner
FCUS
1.75
5Y Beta
Winner
FCEF
0.52
FCUS
1.44
P/E Ratio
FCEF
N/A
FCUS
-133.79
Forward P/E
FCEF
N/A
FCUS
17.75
5Y Dividends CAGR
FCEF
7.77%
FCUS
N/A
5Y EPS CAGR
FCEF
N/A
FCUS
18.43%
Debt to Equity
FCEF
N/A
FCUS
20.22%
P/S Ratio
FCEF
N/A
FCUS
3.26
P/B Ratio
FCEF
N/A
FCUS
5.96
FCEF vs FCUS - Holdings Comparison
FCEF and FCUS have 0 common holdings. Overlap is 0.00%
FCEF's top 25 holdings weight is 67.18%. FCUS's top 25 holdings weight is 86.71%.
| Rank | FCEF | FCUS |
|---|---|---|
| #1 | EATON VANCE TAX ADVGD GBL DIV INC FD (ETG) - 4.00% | HECLA MINING CO (HL) - 4.37% |
| #2 | INVESCO VARIABLE RATE INVESTMENT GRD ETF (VRIG) - 3.81% | MONGODB INC CLASS A (MDB) - 4.33% |
| #3 | ABRDN GLOBAL INFRASTRUCTURE INCOME FUND (ASGI) - 3.52% | OPENDOOR TECHNOLOGIES INC ORDINARY SHARES CLASS A (OPEN) - 4.25% |
| #4 | ABRDN HEALTHCARE OPPORTUNITIES FUND (THQ) - 3.39% | SANDISK CORP ORDINARY SHARES (SNDK) - 4.23% |
| #5 | ABRDN HEALTHCARE INVESTORS (HQH) - 3.37% | MADRIGAL PHARMACEUTICALS INC (MDGL) - 4.18% |
| #6 | SOURCE CAPITAL INC (SOR) - 3.27% | MICRON TECHNOLOGY INC (MU) - 4.17% |
| #7 | JOHN HANCOCK TAX-ADVANTAGED DIV INC FD (HTD) - 3.26% | COGENT BIOSCIENCES INC (COGT) - 4.05% |
| #8 | EATON VANCE TAX-ADVTGD GLOBAL DIVID OPPO (ETO) - 3.24% | ECHOSTAR CORP CLASS A (SATS) - 4.04% |
| #9 | EATON VANCE TAX ADVANTAGED DIVIDEND INCOME FUND (EVT) - 3.19% | CIENA CORP (CIEN) - 3.97% |
| #10 | GABELLI DIVIDEND & INCOME TRUST (GDV) - 2.88% | LUMENTUM HOLDINGS INC (LITE) - 3.78% |
| #11 | BLACKROCK SCIENCE AND TECHNOLOGY TRUST (BST) - 2.70% | ALCOA CORP (AA) - 3.50% |
| #12 | COHEN & STEERS INFRASTRUCTURE FUND INC (UTF) - 2.61% | BLOOM ENERGY CORP CLASS A (BE) - 3.40% |
| #13 | COHEN & STEERS REIT AND PREFERRED INCOME FUND INC (RNP) - 2.50% | TERADYNE INC (TER) - 3.39% |
| #14 | NUVEEN PREFERRED & INCOME OPPORTUNITIES FUND (JPC) - 2.46% | APPLIED DIGITAL CORP (APLD) - 3.37% |
| #15 | PGIM GLOBAL HIGH YIELD FUND, INC (GHY) - 2.43% | NEWMONT CORP (NEM) - 3.31% |
| #16 | NUVEEN CREDIT STRATEGIES INCOME FUND (JQC) - 2.38% | WESTERN DIGITAL CORP (WDC) - 3.24% |
| #17 | MORGAN STANLEY INSTL LQUDTY TRS INSTL (MISXX) - 2.25% | WAYFAIR INC CLASS A (W) - 3.17% |
| #18 | NUVEEN VARIABLE RATE PREFERRED&INCOME (NPFD) - 2.24% | PTC THERAPEUTICS INC (PTCT) - 3.16% |
| #19 | WESTERN ASSET DIVERSIFIED INCOME FUND (WDI) - 2.21% | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 3.14% |
| #20 | GENERAL AMERICAN INVESTORS CO INC (GAM) - 2.06% | SITIME CORP ORDINARY SHARES (SITM) - 2.85% |
| #21 | CENTRAL SECURITIES CORP (CET) - 2.01% | VALERO ENERGY CORP (VLO) - 2.68% |
| #22 | WESTERN ASSET INFLATION-LINKED OPPORTUNITIES AND INCOME FUND (WIW) - 1.94% | COEUR MINING INC (CDE) - 2.59% |
| #23 | REAVES UTILITY INCOME FUND (UTG) - 1.89% | IRHYTHM TECHNOLOGIES INC (IRTC) - 2.54% |
| #24 | BLACKROCK CAPITAL ALLOCATION TRUST (BCAT) - 1.84% | ALBEMARLE CORP (ALB) - 2.52% |
| #25 | BROOKFIELD REAL ASSETS INCOME FUND INC. (RA) - 1.73% | GENERAL MOTORS CO (GM) - 2.48% |
| Total Holdings | 49 | 50 |
FCEF vs FCUS - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FCEF
-0.60%
FCUS
-1.47%
3M
FCEF
+2.35%
Winner
FCUS
+19.61%
6M
FCEF
+6.06%
Winner
FCUS
+36.00%
1Y
FCEF
+15.15%
Winner
FCUS
+79.21%
5Y(CAGR)
FCEF
+5.64%
FCUS
N/A
10Y(CAGR)
FCEF
+8.06%
FCUS
N/A
Max(CAGR)
FCEF
+8.06%
Winner
FCUS
+30.13%
FCEF vs FCUS - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | FCEF | FCUS |
|---|---|---|
| 2026 | +5.40% | +31.09% |
| 2025 | +14.75% | +12.74% |
| 2024 | +17.46% | +33.88% |
| 2023 | +9.76% | +23.29% |
| 2022 | -19.62% | +0.00% |
| 2021 | +20.61% | N/A |
| 2020 | +3.39% | N/A |
| 2019 | +27.64% | N/A |
| 2018 | -10.18% | N/A |
| 2017 | +14.94% | N/A |
| 2016 | +1.17% | N/A |
FCEF vs FCUS Drawdown Comparison
The maximum drawdown for FCEF was -44.80%, occurring on Mar 18, 2020. Recovery took 224 trading sessions.
The maximum drawdown for FCUS was -39.89%, occurring on Apr 8, 2025. Recovery took 175 trading sessions.
The current FCEF drawdown is -2.02%. The current FCUS drawdown is -8.66%.
| Rank | FCEF | FCUS |
|---|---|---|
| #1 | -44.80% Feb 19, 2020 - Jan 7, 2021 | -39.89% Feb 18, 2025 - Oct 28, 2025 |
| #2 | -25.29% Sep 7, 2021 - Jul 16, 2024 | -17.70% Nov 3, 2025 - Jan 6, 2026 |
| #3 | -17.78% Aug 29, 2018 - Apr 5, 2019 | -15.54% May 28, 2024 - Sep 23, 2024 |
| #4 | -12.39% Feb 18, 2025 - Jun 3, 2025 | -14.99% Feb 25, 2026 - Apr 22, 2026 |
| #5 | -7.03% Mar 2, 2026 - Apr 30, 2026 | -13.36% Mar 25, 2024 - May 15, 2024 |
| #6 | -6.94% Oct 10, 2016 - Jan 5, 2017 | -13.32% Dec 6, 2024 - Feb 4, 2025 |
| #7 | -6.90% Jan 26, 2018 - Jul 24, 2018 | -13.01% Sep 1, 2023 - Dec 1, 2023 |
| #8 | -5.39% Dec 5, 2024 - Feb 5, 2025 | -10.70% Mar 3, 2023 - Jul 12, 2023 |
| #9 | -4.87% Jul 12, 2021 - Aug 12, 2021 | -8.66% Jun 3, 2026 - Jun 5, 2026 |
| #10 | -4.52% Jul 31, 2024 - Aug 19, 2024 | -7.53% May 11, 2026 - Jun 2, 2026 |
| #11 | -4.07% May 6, 2019 - Jun 18, 2019 | -7.20% Jul 31, 2023 - Sep 1, 2023 |
| #12 | -3.94% Jul 16, 2019 - Sep 13, 2019 | -6.98% Jan 28, 2026 - Feb 11, 2026 |
| #13 | -3.57% Oct 13, 2017 - Dec 28, 2017 | -6.03% Dec 27, 2023 - Jan 22, 2024 |
| #14 | -3.55% Aug 1, 2017 - Sep 18, 2017 | -5.07% Feb 15, 2024 - Feb 26, 2024 |
| #15 | -3.23% Feb 12, 2021 - Mar 15, 2021 | -4.21% Feb 15, 2023 - Mar 3, 2023 |
Correlation
Correlation between FCEF and FCUS is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2016 - 2026)
FCEF vs FCUS dividend yield comparison.
| Year | FCEF | FCUS |
|---|---|---|
| 2026 | 2.90% | 0.00% |
| 2025 | 7.05% | 4.33% |
| 2024 | 7.13% | 11.19% |
| 2023 | 7.17% | 0.00% |
| 2022 | 7.26% | 0.00% |
| 2021 | 4.74% | 0.00% |
| 2020 | 5.03% | 0.00% |
| 2019 | 5.07% | 0.00% |
| 2018 | 5.96% | 0.00% |
| 2017 | 4.90% | 0.00% |
| 2016 | 1.51% | 0.00% |
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