FEM vs RSMC
Comparison between FIRST TRUST EMERGING MARKETS ALPHADEX FUND (FEM, ETF) and ROCKEFELLER U.S. SMALL-MID CAP ETF (RSMC, ETF).
FEM vs RSMC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
FEM
$765M
RSMC
$759M
Expense Ratio
FEM
0.80%
Winner
RSMC
0.75%
Max Drawdown
FEM
49.78%
Winner
RSMC
22.33%
Sharpe Ratio
Winner
FEM
1.54
RSMC
0.56
5Y Beta
Winner
FEM
0.66
RSMC
0.97
P/E Ratio
FEM
N/A
RSMC
32.41
Forward P/E
FEM
N/A
RSMC
19.09
PEG Ratio
FEM
N/A
RSMC
0.83
5Y Dividends CAGR
FEM
4.66%
RSMC
N/A
5Y EPS CAGR
FEM
N/A
RSMC
16.69%
Debt to Equity
FEM
N/A
RSMC
60.90%
P/S Ratio
FEM
N/A
RSMC
0.85
P/B Ratio
FEM
N/A
RSMC
3.82
FEM vs RSMC - Historical Returns
Returns include dividend reinvestment.
1M
FEM
-2.98%
Winner
RSMC
+1.92%
3M
FEM
+7.59%
Winner
RSMC
+16.12%
6M
Winner
FEM
+19.67%
RSMC
+10.64%
1Y
Winner
FEM
+34.51%
RSMC
+13.04%
5Y(CAGR)
FEM
+6.84%
RSMC
N/A
10Y(CAGR)
FEM
+9.74%
RSMC
N/A
Max(CAGR)
FEM
+3.88%
Winner
RSMC
+7.52%
FEM vs RSMC - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | FEM | RSMC |
|---|---|---|
| 2026 | +15.66% | +12.24% |
| 2025 | +28.57% | -0.75% |
| 2024 | +3.92% | +0.68% |
| 2023 | +10.62% | N/A |
| 2022 | -15.44% | N/A |
| 2021 | +5.51% | N/A |
| 2020 | -3.18% | N/A |
| 2019 | +20.62% | N/A |
| 2018 | -16.98% | N/A |
| 2017 | +39.11% | N/A |
| 2016 | +18.71% | N/A |
| 2015 | -13.48% | N/A |
| 2014 | -8.74% | N/A |
| 2013 | -5.37% | N/A |
| 2012 | +18.21% | N/A |
| 2011 | -23.58% | N/A |
FEM vs RSMC Drawdown Comparison
The maximum drawdown for FEM was -46.21%, occurring on Mar 18, 2020. Recovery took 825 trading sessions.
The maximum drawdown for RSMC was -22.33%, occurring on Apr 8, 2025. Recovery took 347 trading sessions.
The current FEM drawdown is -4.70%.
| Rank | FEM | RSMC |
|---|---|---|
| #1 | -46.21% Jan 26, 2018 - May 7, 2021 | -22.33% Nov 25, 2024 - Apr 17, 2026 |
| #2 | -41.78% Apr 27, 2011 - Aug 24, 2017 | -4.34% Nov 11, 2024 - Nov 25, 2024 |
| #3 | -31.71% Sep 13, 2021 - May 17, 2024 | -4.29% May 8, 2026 - Jun 12, 2026 |
| #4 | -18.82% May 17, 2024 - Jun 11, 2025 | -3.31% Oct 16, 2024 - Nov 6, 2024 |
| #5 | -9.31% Feb 25, 2026 - Apr 9, 2026 | -2.65% Apr 24, 2026 - May 5, 2026 |
| #6 | -8.61% Jun 2, 2021 - Sep 7, 2021 | -0.09% May 6, 2026 - May 8, 2026 |
| #7 | -7.62% May 11, 2026 - Jun 10, 2026 | -0.05% Oct 14, 2024 - Oct 16, 2024 |
| #8 | -7.06% Oct 5, 2017 - Jan 2, 2018 | N/A |
| #9 | -4.85% Nov 12, 2025 - Dec 23, 2025 | N/A |
| #10 | -4.67% Sep 20, 2017 - Oct 5, 2017 | N/A |
| #11 | -4.66% Jan 28, 2026 - Feb 11, 2026 | N/A |
| #12 | -4.53% Sep 22, 2025 - Nov 3, 2025 | N/A |
| #13 | -4.32% May 7, 2021 - Jun 1, 2021 | N/A |
| #14 | -3.00% Jun 12, 2025 - Jun 26, 2025 | N/A |
| #15 | -2.79% Jul 24, 2025 - Aug 6, 2025 | N/A |
Correlation
Correlation between FEM and RSMC is 0.62 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.62
-101
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