FEMS vs SCUS
Comparison between FIRST TRUST EMERGING MARKETS SMALL CAP ALPHADEX FUND (FEMS, ETF) and SCHWAB ULTRA-SHORT INCOME ETF (SCUS, ETF).
FEMS vs SCUS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FEMS
$242M
Winner
SCUS
$242M
Expense Ratio
FEMS
0.80%
Winner
SCUS
0.14%
Max Drawdown
FEMS
52.31%
Winner
SCUS
0.73%
Sharpe Ratio
Winner
FEMS
0.55
SCUS
-0.08
5Y Beta
FEMS
0.64
Winner
SCUS
0.00
5Y Dividends CAGR
FEMS
4.66%
SCUS
N/A
FEMS vs SCUS - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FEMS
+4.65%
SCUS
+0.35%
3M
FEMS
-0.31%
Winner
SCUS
+0.89%
6M
FEMS
-1.51%
Winner
SCUS
+1.56%
1Y
Winner
FEMS
+10.15%
SCUS
+3.77%
5Y(CAGR)
FEMS
+5.84%
SCUS
N/A
10Y(CAGR)
FEMS
+8.15%
SCUS
N/A
Max(CAGR)
Winner
FEMS
+6.74%
SCUS
+4.35%
FEMS vs SCUS - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | FEMS | SCUS |
|---|---|---|
| 2026 | +10.68% | +2.16% |
| 2025 | +16.57% | +4.63% |
| 2024 | +3.33% | +2.06% |
| 2023 | +4.24% | N/A |
| 2022 | +0.56% | N/A |
| 2021 | +3.49% | N/A |
| 2020 | +5.77% | N/A |
| 2019 | +28.95% | N/A |
| 2018 | -23.79% | N/A |
| 2017 | +47.46% | N/A |
| 2016 | +17.27% | N/A |
| 2015 | -13.68% | N/A |
| 2014 | -5.78% | N/A |
| 2013 | +3.56% | N/A |
| 2012 | +14.75% | N/A |
FEMS vs SCUS Drawdown Comparison
The maximum drawdown for FEMS was -47.82%, occurring on Mar 23, 2020. Recovery took 742 trading sessions.
The maximum drawdown for SCUS was -0.17%, occurring on Mar 12, 2026. Recovery took 23 trading sessions.
The current FEMS drawdown is -5.40%. The current SCUS drawdown is -0.04%.
| Rank | FEMS | SCUS |
|---|---|---|
| #1 | -47.82% Jan 26, 2018 - Jan 7, 2021 | -0.17% Feb 27, 2026 - Apr 1, 2026 |
| #2 | -45.48% Mar 13, 2012 - Aug 22, 2017 | -0.12% Dec 31, 2024 - Jan 10, 2025 |
| #3 | -30.42% Jun 3, 2021 - Jul 3, 2025 | -0.12% Apr 10, 2025 - Apr 15, 2025 |
| #4 | -12.42% May 6, 2026 - Jul 29, 2026 | -0.11% Aug 27, 2024 - Sep 3, 2024 |
| #5 | -8.59% Feb 26, 2026 - Apr 10, 2026 | -0.10% Apr 2, 2025 - Apr 10, 2025 |
| #6 | -8.29% Sep 15, 2017 - Dec 29, 2017 | -0.10% Jun 16, 2026 - Jun 25, 2026 |
| #7 | -6.77% Apr 29, 2021 - May 28, 2021 | -0.08% Oct 3, 2024 - Oct 11, 2024 |
| #8 | -6.66% Oct 1, 2025 - Jan 8, 2026 | -0.08% May 7, 2025 - May 16, 2025 |
| #9 | -5.90% Feb 17, 2021 - Apr 8, 2021 | -0.08% Mar 13, 2025 - Mar 19, 2025 |
| #10 | -4.78% Jan 20, 2021 - Feb 5, 2021 | -0.08% Oct 11, 2024 - Oct 17, 2024 |
| #11 | -4.70% Apr 17, 2026 - May 6, 2026 | -0.08% Apr 2, 2026 - Apr 9, 2026 |
| #12 | -4.01% Jan 27, 2026 - Feb 11, 2026 | -0.08% Jun 26, 2026 - Jul 2, 2026 |
| #13 | -1.80% Apr 8, 2021 - Apr 16, 2021 | -0.08% Apr 21, 2026 - Apr 30, 2026 |
| #14 | -1.71% Sep 17, 2025 - Oct 1, 2025 | -0.08% Aug 27, 2025 - Aug 29, 2025 |
| #15 | -1.69% Jan 14, 2021 - Jan 20, 2021 | -0.08% Sep 22, 2025 - Sep 30, 2025 |
Correlation
Correlation between FEMS and SCUS is 0.90 which considered as a strong positive correlation - the stocks tend to move together.
0.90
-101
Dividend Comparison (2012 - 2026)
FEMS vs SCUS dividend yield comparison.
| Year | FEMS | SCUS |
|---|---|---|
| 2026 | 1.62% | 2.27% |
| 2025 | 4.27% | 4.17% |
| 2024 | 3.97% | 1.62% |
| 2023 | 4.65% | 0.00% |
| 2022 | 4.55% | 0.00% |
| 2021 | 6.25% | 0.00% |
| 2020 | 2.90% | 0.00% |
| 2019 | 4.37% | 0.00% |
| 2018 | 4.68% | 0.00% |
| 2017 | 3.39% | 0.00% |
| 2016 | 2.42% | 0.00% |
| 2015 | 3.28% | 0.00% |
| 2014 | 3.48% | 0.00% |
| 2013 | 1.78% | 0.00% |
| 2012 | 1.96% | 0.00% |
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