FDIQ vs FLXN

Comparison between Invesco KBW Regional Banking ETF (FDIQ, ETF) and HORIZON FLEXIBLE INCOME ETF (FLXN, ETF).

5-Year PerformanceFLXN has outperformed FDIQ, delivering a return of +35.2% compared to +7.8%

FDIQ vs FLXN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FDIQ(ETF)	FLXN(ETF)
Net Assets	$50M	$50M
Expense Ratio	0.35%	0.82%
Max Drawdown	55.37%	85.30%
Sharpe Ratio	0.95	0.73
5Y Beta	0.92	0.33
P/E Ratio	27.68	N/A
Forward P/E	23.49	N/A
PEG Ratio	0.83	N/A
5Y Dividends CAGR	3.95%	N/A
5Y EPS CAGR	13.15%	N/A
Debt to Equity	37.12%	N/A
P/S Ratio	5.85	N/A
P/B Ratio	5.09	N/A

Net Assets

Winner

FDIQ

$50M

FLXN

$50M

Expense Ratio

Winner

FDIQ

0.35%

FLXN

0.82%

Max Drawdown

Winner

FDIQ

55.37%

FLXN

85.30%

Sharpe Ratio

Winner

FDIQ

0.95

FLXN

0.73

5Y Beta

FDIQ

0.92

Winner

FLXN

0.33

P/E Ratio

FDIQ

27.68

FLXN

N/A

Forward P/E

FDIQ

23.49

FLXN

N/A

PEG Ratio

FDIQ

0.83

FLXN

N/A

5Y Dividends CAGR

FDIQ

3.95%

FLXN

N/A

5Y EPS CAGR

FDIQ

13.15%

FLXN

N/A

Debt to Equity

FDIQ

37.12%

FLXN

N/A

P/S Ratio

FDIQ

5.85

FLXN

N/A

P/B Ratio

FDIQ

5.09

FLXN

N/A

FDIQ vs FLXN - Historical Returns

Returns include dividend reinvestment.

Period	FDIQ	FLXN
1 month	+8.86%	+1.76%
3 months	+9.53%	+1.93%
6 months	+8.59%	+2.72%
1 year	+25.05%	+7.68%
5 years(CAGR)	+7.81%	+35.16%
10 years(CAGR)	+8.57%	+5.07%
Max(CAGR)	+11.13%	+5.08%

Winner

FDIQ

+8.86%

FLXN

+1.76%

Winner

FDIQ

+9.53%

FLXN

+1.93%

Winner

FDIQ

+8.59%

FLXN

+2.72%

Winner

FDIQ

+25.05%

FLXN

+7.68%

5Y(CAGR)

FDIQ

+7.81%

Winner

FLXN

+35.16%

10Y(CAGR)

Winner

FDIQ

+8.57%

FLXN

+5.07%

Max(CAGR)

Winner

FDIQ

+11.13%

FLXN

+5.08%

FDIQ vs FLXN - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	FDIQ	FLXN
2026	+23.45%	+4.20%
2025	+7.66%	+4.70%
2024	+12.61%	N/A
2023	+0.18%	N/A
2022	-8.72%	N/A
2021	+36.46%	-21.51%
2020	-8.91%	-43.79%
2019	+22.17%	+66.13%
2018	-18.23%	-57.17%
2017	+1.72%	+32.35%
2016	+42.49%	+4.51%
2015	+6.68%	-4.70%
2014	+4.14%	+37.25%
2013	+41.75%	N/A
2012	+9.45%	N/A
2011	+10.92%	N/A

FDIQ vs FLXN Drawdown Comparison

The maximum drawdown for FDIQ was -52.79%, occurring on Mar 23, 2020. Recovery took 679 trading sessions.

The maximum drawdown for FLXN was -85.30%, occurring on Aug 19, 2021. This drawdown has not yet recovered.

The current FLXN drawdown is -8.54%.

Rank	FDIQ	FLXN
#1	-52.79% Jun 8, 2018 - Feb 19, 2021	-85.30% Oct 6, 2017 - Aug 19, 2021
#2	-43.01% Jan 14, 2022 - Nov 6, 2024	-72.06% Mar 19, 2015 - Mar 27, 2017
#3	-28.11% Nov 25, 2024 - Jan 21, 2026	-42.00% Mar 27, 2017 - Oct 6, 2017
#4	-23.91% Nov 6, 2015 - Oct 10, 2016	-40.00% Mar 13, 2014 - Sep 10, 2014
#5	-17.50% Mar 1, 2017 - Nov 29, 2017	-26.63% Sep 10, 2014 - Dec 17, 2014
#6	-16.30% Mar 12, 2021 - Nov 3, 2021	-15.22% Jan 14, 2015 - Mar 4, 2015
#7	-14.59% Mar 20, 2014 - Mar 12, 2015	-5.97% Dec 19, 2014 - Jan 6, 2015
#8	-14.56% Mar 19, 2012 - Sep 14, 2012	-5.00% Mar 4, 2015 - Mar 13, 2015
#9	-14.53% Jun 26, 2015 - Nov 6, 2015	-4.29% Feb 28, 2014 - Mar 5, 2014
#10	-14.44% Mar 6, 2026 - Jul 28, 2026	-1.49% Feb 21, 2014 - Feb 25, 2014
#11	-12.45% Sep 14, 2012 - Feb 1, 2013	-1.25% Jan 8, 2015 - Jan 13, 2015
#12	-10.76% Jan 22, 2014 - Mar 19, 2014	-1.20% Feb 14, 2014 - Feb 21, 2014
#13	-9.71% Nov 11, 2021 - Jan 6, 2022	-0.62% Mar 6, 2014 - Mar 12, 2014
#14	-9.50% Nov 7, 2011 - Dec 2, 2011	-0.41% Mar 17, 2015 - Mar 19, 2015
#15	-8.88% Mar 9, 2018 - May 21, 2018	-0.41% Feb 12, 2014 - Feb 14, 2014

Correlation

Correlation between FDIQ and FLXN is 0.40 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.40

-101

Dividend Comparison (2011 - 2026)

FDIQ vs FLXN dividend yield comparison.

Year	FDIQ	FLXN
2026	0.89%	5.64%
2025	2.66%	3.49%
2024	2.69%	0.00%
2023	2.89%	0.00%
2022	2.51%	0.00%
2021	2.04%	0.00%
2020	2.92%	0.00%
2019	2.44%	0.00%
2018	2.45%	0.00%
2017	1.59%	0.00%
2016	1.50%	0.00%
2015	1.92%	0.00%
2014	1.79%	0.00%
2013	1.49%	0.00%
2012	2.99%	0.00%
2011	0.51%	0.00%