FCEF vs STXV
Comparison between FIRST TRUST INCOME OPPORTUNITIES ETF (FCEF, ETF) and STRIVE 1000 VALUE ETF (STXV, ETF).
FCEF vs STXV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
FCEF
$79M
STXV
$79M
Expense Ratio
FCEF
3.69%
Winner
STXV
0.18%
Max Drawdown
FCEF
45.08%
Winner
STXV
15.80%
Sharpe Ratio
FCEF
1.36
Winner
STXV
2.16
5Y Beta
Winner
FCEF
0.52
STXV
0.63
P/E Ratio
FCEF
N/A
STXV
20.02
Forward P/E
FCEF
N/A
STXV
14.36
5Y Dividends CAGR
FCEF
7.77%
STXV
N/A
5Y EPS CAGR
FCEF
N/A
STXV
9.32%
P/S Ratio
FCEF
N/A
STXV
1.65
P/B Ratio
FCEF
N/A
STXV
2.44
FCEF vs STXV - Holdings Comparison
FCEF and STXV have 0 common holdings. Overlap is 0.00%
FCEF's top 25 holdings weight is 67.18%. STXV's top 25 holdings weight is 31.07%.
| Rank | FCEF | STXV |
|---|---|---|
| #1 | EATON VANCE TAX ADVGD GBL DIV INC FD (ETG) - 4.00% | EXXON MOBIL CORP (XOM) - 3.38% |
| #2 | INVESCO VARIABLE RATE INVESTMENT GRD ETF (VRIG) - 3.81% | BANK OF AMERICA CORP (BAC) - 2.01% |
| #3 | ABRDN GLOBAL INFRASTRUCTURE INCOME FUND (ASGI) - 3.52% | CHEVRON CORP (CVX) - 2.01% |
| #4 | ABRDN HEALTHCARE OPPORTUNITIES FUND (THQ) - 3.39% | UNITEDHEALTH GROUP INC (UNH) - 1.94% |
| #5 | ABRDN HEALTHCARE INVESTORS (HQH) - 3.37% | INTEL CORP (INTC) - 1.79% |
| #6 | SOURCE CAPITAL INC (SOR) - 3.27% | THE GOLDMAN SACHS GROUP INC (GS) - 1.59% |
| #7 | JOHN HANCOCK TAX-ADVANTAGED DIV INC FD (HTD) - 3.26% | JOHNSON & JOHNSON (JNJ) - 1.54% |
| #8 | EATON VANCE TAX-ADVTGD GLOBAL DIVID OPPO (ETO) - 3.24% | MICRON TECHNOLOGY INC (MU) - 1.45% |
| #9 | EATON VANCE TAX ADVANTAGED DIVIDEND INCOME FUND (EVT) - 3.19% | ABBVIE INC (ABBV) - 1.31% |
| #10 | GABELLI DIVIDEND & INCOME TRUST (GDV) - 2.88% | QUALCOMM INC (QCOM) - 1.30% |
| #11 | BLACKROCK SCIENCE AND TECHNOLOGY TRUST (BST) - 2.70% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.30% |
| #12 | COHEN & STEERS INFRASTRUCTURE FUND INC (UTF) - 2.61% | CISCO SYSTEMS INC (CSCO) - 1.23% |
| #13 | COHEN & STEERS REIT AND PREFERRED INCOME FUND INC (RNP) - 2.50% | CITIGROUP INC (C) - 1.18% |
| #14 | NUVEEN PREFERRED & INCOME OPPORTUNITIES FUND (JPC) - 2.46% | PROCTER & GAMBLE CO (PG) - 1.14% |
| #15 | PGIM GLOBAL HIGH YIELD FUND, INC (GHY) - 2.43% | MERCK & CO INC (MRK) - 1.13% |
| #16 | NUVEEN CREDIT STRATEGIES INCOME FUND (JQC) - 2.38% | WELLS FARGO & CO (WFC) - 1.11% |
| #17 | MORGAN STANLEY INSTL LQUDTY TRS INSTL (MISXX) - 2.25% | VERIZON COMMUNICATIONS INC (VZ) - 1.05% |
| #18 | NUVEEN VARIABLE RATE PREFERRED&INCOME (NPFD) - 2.24% | AT&T INC (T) - 0.99% |
| #19 | WESTERN ASSET DIVERSIFIED INCOME FUND (WDI) - 2.21% | MORGAN STANLEY (MS) - 0.86% |
| #20 | GENERAL AMERICAN INVESTORS CO INC (GAM) - 2.06% | PFIZER INC (PFE) - 0.85% |
| #21 | CENTRAL SECURITIES CORP (CET) - 2.01% | HONEYWELL INTERNATIONAL INC (HON) - 0.39% |
| #22 | WESTERN ASSET INFLATION-LINKED OPPORTUNITIES AND INCOME FUND (WIW) - 1.94% | ACCENTURE PLC CLASS A (ACN) - 0.39% |
| #23 | REAVES UTILITY INCOME FUND (UTG) - 1.89% | NEXTERA ENERGY INC (NEE) - 0.38% |
| #24 | BLACKROCK CAPITAL ALLOCATION TRUST (BCAT) - 1.84% | AMERICAN ELECTRIC POWER CO INC (AEP) - 0.38% |
| #25 | BROOKFIELD REAL ASSETS INCOME FUND INC. (RA) - 1.73% | MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 0.37% |
| Total Holdings | 49 | 667 |
FCEF vs STXV - Historical Returns
Returns include dividend reinvestment.
1M
FCEF
-1.16%
Winner
STXV
+3.01%
3M
FCEF
+4.16%
Winner
STXV
+6.64%
6M
FCEF
+6.21%
Winner
STXV
+15.10%
1Y
FCEF
+14.20%
Winner
STXV
+27.28%
5Y(CAGR)
FCEF
+5.42%
STXV
N/A
10Y(CAGR)
FCEF
+8.03%
STXV
N/A
Max(CAGR)
FCEF
+8.03%
Winner
STXV
+14.14%
FCEF vs STXV - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | FCEF | STXV |
|---|---|---|
| 2026 | +5.15% | +11.98% |
| 2025 | +14.75% | +16.48% |
| 2024 | +17.46% | +12.42% |
| 2023 | +9.76% | +9.44% |
| 2022 | -19.62% | -1.47% |
| 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 STXV Drawdown Comparison
The maximum drawdown for FCEF was -44.80%, occurring on Mar 18, 2020. Recovery took 224 trading sessions.
The maximum drawdown for STXV was -14.80%, occurring on Apr 8, 2025. Recovery took 146 trading sessions.
The current FCEF drawdown is -2.24%. The current STXV drawdown is -0.35%.
| Rank | FCEF | STXV |
|---|---|---|
| #1 | -44.80% Feb 19, 2020 - Jan 7, 2021 | -14.80% Nov 29, 2024 - Jul 3, 2025 |
| #2 | -25.29% Sep 7, 2021 - Jul 16, 2024 | -10.81% Feb 2, 2023 - Jul 24, 2023 |
| #3 | -17.78% Aug 29, 2018 - Apr 5, 2019 | -10.33% Jul 31, 2023 - Dec 13, 2023 |
| #4 | -12.39% Feb 18, 2025 - Jun 3, 2025 | -5.81% Feb 11, 2026 - Apr 30, 2026 |
| #5 | -7.03% Mar 2, 2026 - Apr 30, 2026 | -5.64% Nov 30, 2022 - Jan 12, 2023 |
| #6 | -6.94% Oct 10, 2016 - Jan 5, 2017 | -5.35% Mar 28, 2024 - Jul 15, 2024 |
| #7 | -6.90% Jan 26, 2018 - Jul 24, 2018 | -5.19% Jul 30, 2024 - Aug 23, 2024 |
| #8 | -5.39% Dec 5, 2024 - Feb 5, 2025 | -3.85% Jan 13, 2023 - Feb 2, 2023 |
| #9 | -4.87% Jul 12, 2021 - Aug 12, 2021 | -3.40% Jul 23, 2025 - Aug 20, 2025 |
| #10 | -4.52% Jul 31, 2024 - Aug 19, 2024 | -3.34% Nov 12, 2025 - Nov 26, 2025 |
| #11 | -4.07% May 6, 2019 - Jun 18, 2019 | -3.02% Oct 3, 2025 - Oct 24, 2025 |
| #12 | -3.94% Jul 16, 2019 - Sep 13, 2019 | -3.02% Aug 30, 2024 - Sep 19, 2024 |
| #13 | -3.57% Oct 13, 2017 - Dec 28, 2017 | -2.94% Oct 16, 2024 - Nov 6, 2024 |
| #14 | -3.55% Aug 1, 2017 - Sep 18, 2017 | -2.62% Jan 2, 2024 - Jan 30, 2024 |
| #15 | -3.23% Feb 12, 2021 - Mar 15, 2021 | -2.19% Oct 27, 2025 - Nov 11, 2025 |
Correlation
Correlation between FCEF and STXV is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2016 - 2026)
FCEF vs STXV dividend yield comparison.
| Year | FCEF | STXV |
|---|---|---|
| 2026 | 2.91% | 0.49% |
| 2025 | 7.05% | 2.37% |
| 2024 | 7.13% | 2.36% |
| 2023 | 7.17% | 2.05% |
| 2022 | 7.26% | 0.47% |
| 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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