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FEMS vs CSB

Comparison between FIRST TRUST EMERGING MARKETS SMALL CAP ALPHADEX FUND (FEMS, ETF) and VICTORYSHARES US SMALL CAP HIGH DIV VOLATILITY WTD ETF (CSB, ETF).

5-Year PerformanceCSB has outperformed FEMS, delivering a return of +3.8% compared to +3.5%

FEMS vs CSB - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
FEMS
$264M
CSB
$263M
Expense Ratio
FEMS
0.80%
Winner
CSB
0.35%
Max Drawdown
FEMS
52.31%
Winner
CSB
43.74%
Sharpe Ratio
FEMS
0.90
Winner
CSB
1.11
5Y Beta
Winner
FEMS
0.61
CSB
0.73
P/E Ratio
FEMS
N/A
CSB
14.33
Forward P/E
FEMS
N/A
CSB
11.64
PEG Ratio
FEMS
N/A
CSB
0.09
5Y Dividends CAGR
Winner
FEMS
4.25%
CSB
0.26%
5Y EPS CAGR
FEMS
N/A
CSB
8.88%
Debt to Equity
FEMS
N/A
CSB
-13.56%
P/S Ratio
FEMS
N/A
CSB
1.21
P/B Ratio
FEMS
N/A
CSB
1.69

FEMS vs CSB - Historical Returns

Returns include dividend reinvestment.

1M
FEMS
-7.03%
Winner
CSB
-1.58%
3M
FEMS
+0.34%
Winner
CSB
+1.77%
6M
FEMS
+7.15%
Winner
CSB
+9.18%
1Y
FEMS
+18.53%
Winner
CSB
+20.40%
5Y(CAGR)
FEMS
+3.51%
Winner
CSB
+3.83%
10Y(CAGR)
FEMS
+8.89%
Winner
CSB
+9.59%
Max(CAGR)
FEMS
+6.56%
Winner
CSB
+9.38%

FEMS vs CSB - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

YearFEMSCSB
2026+6.49%+8.44%
2025+16.57%+2.52%
2024+3.33%+9.65%
2023+4.24%+11.49%
2022+0.56%-13.74%
2021+3.49%+28.44%
2020+5.77%+11.41%
2019+28.95%+20.51%
2018-23.79%-7.39%
2017+47.46%+10.69%
2016+17.27%+32.95%
2015-13.68%-3.74%
2014-5.78%N/A
2013+3.56%N/A
2012+14.75%N/A

FEMS vs CSB Drawdown Comparison

The maximum drawdown for FEMS was -47.82%, occurring on Mar 23, 2020. Recovery took 742 trading sessions.

The maximum drawdown for CSB was -42.06%, occurring on Mar 23, 2020. Recovery took 211 trading sessions.

The current FEMS drawdown is -8.98%. The current CSB drawdown is -2.28%.

RankFEMSCSB
#1-47.82%
Jan 26, 2018 - Jan 7, 2021
-42.06%
Jan 16, 2020 - Nov 16, 2020
#2-45.48%
Mar 13, 2012 - Aug 22, 2017
-24.48%
Jan 6, 2022 - Jul 16, 2024
#3-30.42%
Jun 3, 2021 - Jul 3, 2025
-21.81%
Nov 25, 2024 - Jan 21, 2026
#4-8.98%
May 6, 2026 - Jun 5, 2026
-19.33%
Aug 21, 2018 - Nov 5, 2019
#5-8.59%
Feb 26, 2026 - Apr 10, 2026
-14.04%
Jul 9, 2015 - Mar 30, 2016
#6-8.29%
Sep 15, 2017 - Dec 29, 2017
-10.56%
Jun 8, 2021 - Nov 5, 2021
#7-6.77%
Apr 29, 2021 - May 28, 2021
-8.06%
Mar 12, 2021 - May 7, 2021
#8-6.66%
Oct 1, 2025 - Jan 8, 2026
-7.95%
Jan 23, 2018 - May 25, 2018
#9-5.90%
Feb 17, 2021 - Apr 8, 2021
-7.93%
Nov 11, 2021 - Jan 4, 2022
#10-4.78%
Jan 20, 2021 - Feb 5, 2021
-7.66%
Jul 30, 2024 - Sep 19, 2024
#11-4.70%
Apr 17, 2026 - May 6, 2026
-7.17%
Feb 20, 2026 - Apr 9, 2026
#12-4.01%
Jan 27, 2026 - Feb 11, 2026
-6.81%
Jun 8, 2016 - Jul 15, 2016
#13-1.80%
Apr 8, 2021 - Apr 16, 2021
-6.12%
Sep 7, 2016 - Nov 10, 2016
#14-1.71%
Sep 17, 2025 - Oct 1, 2025
-6.07%
Jan 4, 2017 - Sep 25, 2017
#15-1.69%
Jan 14, 2021 - Jan 20, 2021
-5.15%
Jan 12, 2021 - Feb 5, 2021

Correlation

Correlation between FEMS and CSB is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95
-101

Dividend Comparison (2012 - 2026)

FEMS vs CSB dividend yield comparison.

YearFEMSCSB
20260.68%0.83%
20254.27%3.54%
20243.97%3.12%
20234.65%3.45%
20224.55%3.60%
20216.25%3.11%
20202.90%3.70%
20194.37%3.19%
20184.68%3.45%
20173.39%3.19%
20162.42%2.85%
20153.28%1.57%
20143.48%0.00%
20131.78%0.00%
20121.96%0.00%

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