FDT vs SUSC

Comparison between FIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUND (FDT, ETF) and ISHARES ESG AWARE USD CORPORATE BOND ETF (SUSC, ETF).

5-Year PerformanceFDT has outperformed SUSC, delivering a return of +12.5% compared to +0.2%

FDT vs SUSC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FDT(ETF)	SUSC(ETF)
Net Assets	$1.30B	$1.40B
Expense Ratio	0.80%	0.18%
Max Drawdown	48.57%	25.83%
Sharpe Ratio	1.84	0.34
5Y Beta	0.80	0.11
5Y Dividends CAGR	12.82%	13.30%

Net Assets

FDT

$1.30B

Winner

SUSC

$1.40B

Expense Ratio

FDT

0.80%

Winner

SUSC

0.18%

Max Drawdown

FDT

48.57%

Winner

SUSC

25.83%

Sharpe Ratio

Winner

FDT

1.84

SUSC

0.34

5Y Beta

FDT

0.80

Winner

SUSC

0.11

5Y Dividends CAGR

FDT

12.82%

Winner

SUSC

13.30%

FDT vs SUSC - Historical Returns

Returns include dividend reinvestment.

Period	FDT	SUSC
1 month	-1.74%	+0.80%
3 months	+10.04%	+1.43%
6 months	+19.94%	+0.84%
1 year	+46.21%	+5.00%
5 years(CAGR)	+12.46%	+0.21%
10 years(CAGR)	+10.33%	+2.30%
Max(CAGR)	+6.98%	+2.30%

FDT

-1.74%

Winner

SUSC

+0.80%

Winner

FDT

+10.04%

SUSC

+1.43%

Winner

FDT

+19.94%

SUSC

+0.84%

Winner

FDT

+46.21%

SUSC

+5.00%

5Y(CAGR)

Winner

FDT

+12.46%

SUSC

+0.21%

10Y(CAGR)

Winner

FDT

+10.33%

SUSC

+2.30%

Max(CAGR)

Winner

FDT

+6.98%

SUSC

+2.30%

FDT vs SUSC - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	FDT	SUSC
2026	+19.05%	+0.80%
2025	+52.43%	+7.56%
2024	+7.79%	+2.77%
2023	+13.82%	+7.89%
2022	-19.85%	-15.18%
2021	+10.36%	-1.22%
2020	+3.63%	+9.45%
2019	+17.34%	+14.29%
2018	-20.75%	-2.55%
2017	+32.83%	+1.74%
2016	+4.31%	N/A
2015	+0.53%	N/A
2014	-4.88%	N/A
2013	+16.88%	N/A
2012	+13.40%	N/A
2011	-20.80%	N/A

FDT vs SUSC Drawdown Comparison

The maximum drawdown for FDT was -46.09%, occurring on Mar 23, 2020. Recovery took 809 trading sessions.

The maximum drawdown for SUSC was -22.42%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The current FDT drawdown is -5.52%. The current SUSC drawdown is -1.14%.

Rank	FDT	SUSC
#1	-46.09% Jan 26, 2018 - Apr 15, 2021	-22.42% Aug 3, 2021 - Oct 20, 2022
#2	-33.26% May 2, 2011 - Sep 18, 2013	-18.91% Mar 6, 2020 - Jun 15, 2020
#3	-33.21% Jun 7, 2021 - Sep 26, 2024	-5.56% Dec 31, 2020 - Aug 2, 2021
#4	-22.94% May 21, 2015 - Mar 16, 2017	-4.68% Dec 29, 2017 - Mar 8, 2019
#5	-14.71% Jul 3, 2014 - May 15, 2015	-2.70% Aug 6, 2020 - Nov 30, 2020
#6	-14.29% Mar 19, 2025 - Apr 28, 2025	-2.52% Aug 28, 2019 - Nov 26, 2019
#7	-13.40% Feb 27, 2026 - May 6, 2026	-1.26% Jul 3, 2019 - Aug 1, 2019
#8	-7.92% Sep 26, 2024 - Feb 18, 2025	-1.11% Nov 6, 2017 - Nov 28, 2017
#9	-7.44% Jun 1, 2026 - Jun 10, 2026	-1.06% Nov 30, 2020 - Dec 29, 2020
#10	-7.30% Jan 15, 2014 - Feb 24, 2014	-0.85% Feb 3, 2020 - Feb 14, 2020
#11	-5.09% May 13, 2026 - May 26, 2026	-0.83% Dec 14, 2017 - Dec 29, 2017
#12	-4.80% Mar 6, 2014 - Apr 2, 2014	-0.77% Nov 28, 2017 - Dec 1, 2017
#13	-4.50% Nov 12, 2025 - Nov 28, 2025	-0.76% Mar 28, 2019 - Apr 26, 2019
#14	-4.19% Apr 2, 2014 - Jun 2, 2014	-0.72% Sep 7, 2017 - Oct 4, 2017
#15	-3.92% Oct 22, 2013 - Dec 31, 2013	-0.69% Oct 13, 2017 - Nov 3, 2017

Correlation

Correlation between FDT and SUSC is 0.51 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.51

-101

Dividend Comparison (2011 - 2026)

FDT vs SUSC dividend yield comparison.

Year	FDT	SUSC
2026	0.34%	1.88%
2025	3.27%	4.37%
2024	3.89%	4.34%
2023	4.36%	3.83%
2022	2.29%	2.97%
2021	3.80%	2.21%
2020	2.42%	2.19%
2019	2.78%	3.07%
2018	2.13%	3.33%
2017	1.57%	1.33%
2016	1.76%	0.00%
2015	1.83%	0.00%
2014	1.74%	0.00%
2013	1.88%	0.00%
2012	1.95%	0.00%
2011	1.46%	0.00%