FDM vs CHPX
Comparison between FIRST TRUST DOW JONES SELECT MICROCAP INDEX FUND (FDM, ETF) and GLOBAL X AI SEMICONDUCTOR & QUANTUM ETF (CHPX, ETF).
FDM vs CHPX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
FDM
$265M
CHPX
$265M
Expense Ratio
FDM
0.60%
Winner
CHPX
0.50%
Max Drawdown
FDM
64.00%
Winner
CHPX
19.99%
Sharpe Ratio
FDM
1.23
Winner
CHPX
1.86
5Y Beta
Winner
FDM
0.92
CHPX
2.54
P/E Ratio
Winner
FDM
21.32
CHPX
46.06
Forward P/E
Winner
FDM
12.11
CHPX
18.08
PEG Ratio
FDM
N/A
CHPX
0.16
5Y Dividends CAGR
FDM
13.54%
CHPX
N/A
5Y EPS CAGR
FDM
6.08%
Winner
CHPX
40.98%
Debt to Equity
FDM
80.21%
CHPX
N/A
P/S Ratio
Winner
FDM
0.93
CHPX
3.40
P/B Ratio
Winner
FDM
1.51
CHPX
11.04
FDM vs CHPX - Holdings Comparison
FDM and CHPX have 1 common holdings. Overlap is 0.01%
FDM's top 25 holdings weight is 33.63%. CHPX's top 25 holdings weight is 97.34%.
| Rank | FDM | CHPX |
|---|---|---|
| #1 | STOKE THERAPEUTICS INC (STOK) - 2.29% | MICRON TECHNOLOGY INC (MU) - 12.86% |
| #2 | TETRA TECHNOLOGIES INC (TTI) - 1.92% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 10.28% |
| #3 | NWPX INFRASTRUCTURE INC (NWPX) - 1.81% | NVIDIA CORP (NVDA) - 8.58% |
| #4 | DAUCH CORP (DCH) - 1.61% | BROADCOM INC (AVGO) - 8.34% |
| #5 | DOUGLAS DYNAMICS INC (PLOW) - 1.56% | SK HYNIX INC (n/a) - 5.41% |
| #6 | UNITED FIRE GROUP INC (UFCS) - 1.45% | ADVANCED MICRO DEVICES INC (AMD) - 4.87% |
| #7 | DELUXE CORP (DLX) - 1.37% | ASML HOLDING NV ADR (ASML) - 4.75% |
| #8 | USA TODAY CO INC (TDAY) - 1.35% | MARVELL TECHNOLOGY INC (MRVL) - 4.69% |
| #9 | OIL-DRI CORP OF AMERICA (ODC) - 1.31% | ARM HOLDINGS PLC ADR (ARM) - 4.64% |
| #10 | UNIVERSAL INSURANCE HOLDINGS INC (UVE) - 1.30% | INTEL CORP (INTC) - 4.46% |
| #11 | HORIZON BANCORP (IN) (HBNC) - 1.28% | MEDIATEK INC (n/a) - 4.16% |
| #12 | BUSINESS FIRST BANCSHARES INC (BFST) - 1.26% | CISCO SYSTEMS INC (CSCO) - 4.09% |
| #13 | CENTRAL PACIFIC FINANCIAL CORP (CPF) - 1.25% | ARISTA NETWORKS INC (ANET) - 3.45% |
| #14 | CNB FINANCIAL CORP (CCNE) - 1.24% | QUALCOMM INC (QCOM) - 3.22% |
| #15 | AMERICAN PUBLIC EDUCATION INC (APEI) - 1.23% | VERTIV HOLDINGS CO CLASS A (VRT) - 2.34% |
| #16 | LSI INDUSTRIES INC (LYTS) - 1.22% | CADENCE DESIGN SYSTEMS INC (CDNS) - 2.06% |
| #17 | TRUSTCO BANK CORP N Y (TRST) - 1.20% | SYNOPSYS INC (SNPS) - 1.65% |
| #18 | HANMI FINANCIAL CORP (HAFC) - 1.20% | MONOLITHIC POWER SYSTEMS INC (MPWR) - 1.25% |
| #19 | GENCO SHIPPING & TRADING LTD (GNK) - 1.19% | ASTERA LABS INC (ALAB) - 1.20% |
| #20 | FIRST FINANCIAL CORP (THFF) - 1.15% | HEWLETT PACKARD ENTERPRISE CO (HPE) - 1.16% |
| #21 | CAMDEN NATIONAL CORP (CAC) - 1.15% | NEBIUS GROUP NV SHS CLASS-A- (NBIS) - 0.93% |
| #22 | KOPPERS HOLDINGS INC (KOP) - 1.08% | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 0.86% |
| #23 | NUTEX HEALTH INC (NUTX) - 1.07% | ACCTON TECHNOLOGY CORP (n/a) - 0.83% |
| #24 | WHITESTONE REIT (WSR) - 1.07% | QUANTA COMPUTER INC (n/a) - 0.65% |
| #25 | GOLD.COM INC (GOLD) - 1.07% | NETAPP INC (NTAP) - 0.61% |
| Total Holdings | 149 | 39 |
FDM vs CHPX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FDM
+2.46%
CHPX
-14.74%
3M
FDM
+5.02%
Winner
CHPX
+30.14%
6M
FDM
+9.38%
Winner
CHPX
+58.76%
1Y
FDM
+29.78%
Winner
CHPX
+82.64%
5Y(CAGR)
FDM
+10.61%
CHPX
N/A
10Y(CAGR)
FDM
+11.76%
CHPX
N/A
Max(CAGR)
FDM
+8.81%
Winner
CHPX
+111.89%
FDM vs CHPX - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | FDM | CHPX |
|---|---|---|
| 2026 | +16.76% | +65.36% |
| 2025 | +18.79% | +5.55% |
| 2024 | +13.46% | N/A |
| 2023 | +13.27% | N/A |
| 2022 | -12.56% | N/A |
| 2021 | +37.09% | N/A |
| 2020 | -3.63% | N/A |
| 2019 | +25.23% | N/A |
| 2018 | -13.54% | N/A |
| 2017 | +8.17% | N/A |
| 2016 | +39.60% | N/A |
| 2015 | +1.80% | N/A |
| 2014 | +5.36% | N/A |
| 2013 | +40.37% | N/A |
| 2012 | +13.50% | N/A |
| 2011 | -10.89% | N/A |
| 2010 | +22.46% | N/A |
| 2009 | +20.05% | N/A |
| 2008 | -31.20% | N/A |
| 2007 | -7.21% | N/A |
| 2006 | +14.35% | N/A |
| 2005 | +2.51% | N/A |
FDM vs CHPX Drawdown Comparison
The maximum drawdown for FDM was -63.45%, occurring on Mar 9, 2009. Recovery took 1411 trading sessions.
The maximum drawdown for CHPX was -19.99%, occurring on Jul 17, 2026. This drawdown has not yet recovered.
The current FDM drawdown is -2.38%. The current CHPX drawdown is -14.74%.
| Rank | FDM | CHPX |
|---|---|---|
| #1 | -63.45% Jul 12, 2007 - Feb 19, 2013 | -19.99% Jun 22, 2026 - Jul 17, 2026 |
| #2 | -47.76% Aug 22, 2018 - Jan 7, 2021 | -15.15% Feb 25, 2026 - Apr 8, 2026 |
| #3 | -23.75% Nov 11, 2021 - Jul 15, 2024 | -14.70% Oct 29, 2025 - Jan 15, 2026 |
| #4 | -23.46% Dec 11, 2024 - Jul 2, 2025 | -13.75% Jun 2, 2026 - Jun 18, 2026 |
| #5 | -17.78% Jun 23, 2015 - Jul 12, 2016 | -8.08% Jan 28, 2026 - Feb 11, 2026 |
| #6 | -14.47% May 5, 2006 - Nov 15, 2006 | -7.09% May 11, 2026 - May 21, 2026 |
| #7 | -12.49% Jul 3, 2014 - Dec 23, 2014 | -5.91% Oct 9, 2025 - Oct 24, 2025 |
| #8 | -11.32% Jul 31, 2024 - Nov 6, 2024 | -3.07% Apr 27, 2026 - Apr 30, 2026 |
| #9 | -10.25% Mar 15, 2021 - Nov 1, 2021 | -2.57% Feb 11, 2026 - Feb 24, 2026 |
| #10 | -9.30% Feb 9, 2026 - Apr 14, 2026 | -2.51% May 6, 2026 - May 8, 2026 |
| #11 | -9.30% Dec 24, 2013 - Mar 4, 2014 | -1.74% Jan 16, 2026 - Jan 21, 2026 |
| #12 | -8.54% Jan 4, 2017 - Jul 3, 2017 | -1.19% Apr 22, 2026 - Apr 24, 2026 |
| #13 | -8.43% Apr 2, 2014 - Jul 3, 2014 | -1.14% Oct 6, 2025 - Oct 8, 2025 |
| #14 | -8.34% Jan 19, 2018 - May 9, 2018 | -0.76% Jan 22, 2026 - Jan 27, 2026 |
| #15 | -7.92% Feb 22, 2007 - Apr 17, 2007 | -0.70% May 26, 2026 - May 28, 2026 |
Correlation
Correlation between FDM and CHPX is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
0.83
-101
Dividend Comparison (2005 - 2026)
FDM vs CHPX dividend yield comparison.
| Year | FDM | CHPX |
|---|---|---|
| 2026 | 0.66% | 0.00% |
| 2025 | 1.43% | 0.06% |
| 2024 | 1.56% | 0.00% |
| 2023 | 1.81% | 0.00% |
| 2022 | 1.80% | 0.00% |
| 2021 | 1.08% | 0.00% |
| 2020 | 1.68% | 0.00% |
| 2019 | 1.37% | 0.00% |
| 2018 | 1.26% | 0.00% |
| 2017 | 0.97% | 0.00% |
| 2016 | 1.13% | 0.00% |
| 2015 | 1.45% | 0.00% |
| 2014 | 0.75% | 0.00% |
| 2013 | 0.83% | 0.00% |
| 2012 | 1.75% | 0.00% |
| 2011 | 0.80% | 0.00% |
| 2010 | 0.38% | 0.00% |
| 2009 | 0.56% | 0.00% |
| 2008 | 1.19% | 0.00% |
| 2007 | 0.61% | 0.00% |
| 2006 | 0.23% | 0.00% |
| 2005 | 0.09% | 0.00% |
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