FEMS vs RZV
Comparison between FIRST TRUST EMERGING MARKETS SMALL CAP ALPHADEX FUND (FEMS, ETF) and INVESCO S&P SMALLCAP 600 PURE VALUE ETF (RZV, ETF).
5-Year PerformanceRZV has outperformed FEMS, delivering a return of +8.8% compared to +3.5%
FEMS vs RZV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
FEMS vs RZV - Historical Returns
Returns include dividend reinvestment.
FEMS vs RZV - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | FEMS | RZV |
|---|---|---|
| 2026 | +6.49% | +16.69% |
| 2025 | +16.57% | +8.49% |
| 2024 | +3.33% | +5.19% |
| 2023 | +4.24% | +22.46% |
| 2022 | +0.56% | -8.60% |
| 2021 | +3.49% | +46.94% |
| 2020 | +5.77% | -3.35% |
| 2019 | +28.95% | +19.64% |
| 2018 | -23.79% | -20.86% |
| 2017 | +47.46% | -0.15% |
| 2016 | +17.27% | +35.54% |
| 2015 | -13.68% | -12.12% |
| 2014 | -5.78% | +3.66% |
| 2013 | +3.56% | +40.74% |
| 2012 | +14.75% | +18.42% |
| 2011 | N/A | -9.75% |
| 2010 | N/A | +24.94% |
| 2009 | N/A | +59.92% |
| 2008 | N/A | -40.34% |
| 2007 | N/A | -19.53% |
| 2006 | N/A | +13.09% |
FEMS vs RZV Drawdown Comparison
The maximum drawdown for FEMS was -47.82%, occurring on Mar 23, 2020. Recovery took 742 trading sessions.
The maximum drawdown for RZV was -77.13%, occurring on Mar 9, 2009. Recovery took 1332 trading sessions.
The current FEMS drawdown is -8.98%. The current RZV drawdown is -1.48%.
| Rank | FEMS | RZV |
|---|---|---|
| #1 | -47.82% Jan 26, 2018 - Jan 7, 2021 | -77.13% Jun 4, 2007 - Sep 13, 2012 |
| #2 | -45.48% Mar 13, 2012 - Aug 22, 2017 | -60.41% Aug 22, 2018 - Feb 16, 2021 |
| #3 | -30.42% Jun 3, 2021 - Jul 3, 2025 | -30.99% Jun 23, 2015 - Nov 10, 2016 |
| #4 | -8.98% May 6, 2026 - Jun 5, 2026 | -29.82% Dec 2, 2024 - Aug 27, 2025 |
| #5 | -8.59% Feb 26, 2026 - Apr 10, 2026 | -26.46% Nov 8, 2021 - Feb 1, 2023 |
| #6 | -8.29% Sep 15, 2017 - Dec 29, 2017 | -21.44% Feb 2, 2023 - Dec 19, 2023 |
| #7 | -6.77% Apr 29, 2021 - May 28, 2021 | -21.10% Dec 9, 2016 - Jan 22, 2018 |
| #8 | -6.66% Oct 1, 2025 - Jan 8, 2026 | -14.82% Jul 3, 2014 - Mar 24, 2015 |
| #9 | -5.90% Feb 17, 2021 - Apr 8, 2021 | -14.11% Jun 8, 2021 - Oct 25, 2021 |
| #10 | -4.78% Jan 20, 2021 - Feb 5, 2021 | -13.00% May 5, 2006 - Oct 26, 2006 |
| #11 | -4.70% Apr 17, 2026 - May 6, 2026 | -12.56% Feb 6, 2026 - Apr 20, 2026 |
| #12 | -4.01% Jan 27, 2026 - Feb 11, 2026 | -11.01% Mar 12, 2021 - May 17, 2021 |
| #13 | -1.80% Apr 8, 2021 - Apr 16, 2021 | -10.92% Sep 14, 2012 - Dec 18, 2012 |
| #14 | -1.71% Sep 17, 2025 - Oct 1, 2025 | -10.70% Jan 22, 2018 - May 21, 2018 |
| #15 | -1.69% Jan 14, 2021 - Jan 20, 2021 | -10.57% Jul 31, 2024 - Nov 6, 2024 |
Correlation
Correlation between FEMS and RZV is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2006 - 2026)
FEMS vs RZV dividend yield comparison.
| Year | FEMS | RZV |
|---|---|---|
| 2026 | 0.68% | 0.37% |
| 2025 | 4.27% | 1.59% |
| 2024 | 3.97% | 1.14% |
| 2023 | 4.65% | 1.13% |
| 2022 | 4.55% | 1.43% |
| 2021 | 6.25% | 0.86% |
| 2020 | 2.90% | 0.63% |
| 2019 | 4.37% | 1.03% |
| 2018 | 4.68% | 2.03% |
| 2017 | 3.39% | 1.02% |
| 2016 | 2.42% | 0.46% |
| 2015 | 3.28% | 1.24% |
| 2014 | 3.48% | 0.68% |
| 2013 | 1.78% | 0.64% |
| 2012 | 1.96% | 1.34% |
| 2011 | 0.00% | 0.82% |
| 2010 | 0.00% | 0.45% |
| 2009 | 0.00% | 0.90% |
| 2008 | 0.00% | 3.51% |
| 2007 | 0.00% | 1.95% |
| 2006 | 0.00% | 1.03% |
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