FEX vs IBDX
Comparison between First Trust Large Cap Core AlphaDEX Fund (FEX, ETF) and ISHARES IBONDS DEC 2032 TERM CORPORATE ETF (IBDX, ETF).
FEX vs IBDX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FEX
$1.60B
Winner
IBDX
$1.70B
Expense Ratio
FEX
0.57%
Winner
IBDX
0.10%
Max Drawdown
FEX
59.67%
Winner
IBDX
13.89%
Sharpe Ratio
Winner
FEX
1.27
IBDX
-0.11
5Y Beta
FEX
0.86
Winner
IBDX
0.09
P/E Ratio
FEX
23.56
IBDX
N/A
Forward P/E
FEX
17.05
IBDX
N/A
PEG Ratio
FEX
0.22
IBDX
N/A
5Y Dividends CAGR
FEX
11.27%
IBDX
N/A
5Y EPS CAGR
FEX
12.38%
IBDX
N/A
Debt to Equity
FEX
42.58%
IBDX
N/A
P/S Ratio
FEX
2.02
IBDX
N/A
P/B Ratio
FEX
3.09
IBDX
N/A
FEX vs IBDX - Historical Returns
Returns include dividend reinvestment.
1M
FEX
-1.13%
Winner
IBDX
-1.09%
3M
Winner
FEX
+5.71%
IBDX
-0.77%
6M
Winner
FEX
+10.81%
IBDX
-0.50%
1Y
Winner
FEX
+21.97%
IBDX
+3.51%
5Y(CAGR)
Winner
FEX
+10.97%
IBDX
+4.49%
10Y(CAGR)
FEX
+12.73%
IBDX
N/A
Max(CAGR)
Winner
FEX
+9.60%
IBDX
+4.49%
FEX vs IBDX - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | FEX | IBDX |
|---|---|---|
| 2026 | +14.24% | -0.26% |
| 2025 | +14.88% | +8.96% |
| 2024 | +17.28% | +3.04% |
| 2023 | +14.99% | +8.83% |
| 2022 | -11.35% | -1.81% |
| 2021 | +28.75% | N/A |
| 2020 | +13.71% | N/A |
| 2019 | +26.87% | N/A |
| 2018 | -10.52% | N/A |
| 2017 | +20.59% | N/A |
| 2016 | +15.75% | N/A |
| 2015 | -3.92% | N/A |
| 2014 | +13.46% | N/A |
| 2013 | +32.85% | N/A |
| 2012 | +13.91% | N/A |
| 2011 | -1.50% | N/A |
| 2010 | +18.94% | N/A |
| 2009 | +32.21% | N/A |
| 2008 | -37.71% | N/A |
| 2007 | -5.39% | N/A |
FEX vs IBDX Drawdown Comparison
The maximum drawdown for FEX was -58.81%, occurring on Mar 6, 2009. Recovery took 908 trading sessions.
The maximum drawdown for IBDX was -12.52%, occurring on Oct 20, 2022. Recovery took 345 trading sessions.
The current FEX drawdown is -2.40%. The current IBDX drawdown is -1.88%.
| Rank | FEX | IBDX |
|---|---|---|
| #1 | -58.81% Jul 13, 2007 - Feb 17, 2011 | -12.52% Aug 1, 2022 - Dec 13, 2023 |
| #2 | -39.51% Feb 19, 2020 - Oct 12, 2020 | -4.72% Sep 16, 2024 - Jun 4, 2025 |
| #3 | -21.98% Sep 20, 2018 - Jul 12, 2019 | -4.11% Dec 27, 2023 - Jul 8, 2024 |
| #4 | -21.97% Apr 29, 2011 - Mar 13, 2012 | -2.76% Feb 27, 2026 - Mar 26, 2026 |
| #5 | -21.27% Nov 16, 2021 - Dec 14, 2023 | -1.11% Aug 2, 2024 - Aug 14, 2024 |
| #6 | -19.58% Nov 29, 2024 - Jul 22, 2025 | -1.10% Jul 5, 2022 - Jul 13, 2022 |
| #7 | -18.22% May 21, 2015 - Jul 22, 2016 | -1.08% Oct 27, 2025 - Nov 25, 2025 |
| #8 | -12.31% Mar 26, 2012 - Sep 13, 2012 | -0.96% Jul 16, 2024 - Jul 30, 2024 |
| #9 | -9.96% Jan 26, 2018 - Aug 27, 2018 | -0.86% Jun 30, 2025 - Jul 22, 2025 |
| #10 | -9.11% Sep 5, 2014 - Nov 11, 2014 | -0.81% Sep 16, 2025 - Oct 14, 2025 |
| #11 | -7.50% Jul 24, 2019 - Nov 7, 2019 | -0.80% Jun 4, 2025 - Jun 12, 2025 |
| #12 | -6.89% Sep 14, 2012 - Dec 18, 2012 | -0.69% Nov 26, 2025 - Dec 26, 2025 |
| #13 | -6.59% Jul 16, 2024 - Aug 23, 2024 | -0.66% Jan 14, 2026 - Feb 5, 2026 |
| #14 | -6.23% Feb 20, 2026 - Apr 13, 2026 | -0.64% Jul 15, 2022 - Jul 21, 2022 |
| #15 | -6.19% Dec 31, 2013 - Feb 20, 2014 | -0.64% Jul 22, 2022 - Jul 27, 2022 |
Correlation
Correlation between FEX and IBDX is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2007 - 2026)
FEX vs IBDX dividend yield comparison.
| Year | FEX | IBDX |
|---|---|---|
| 2026 | 0.41% | 2.42% |
| 2025 | 1.10% | 4.81% |
| 2024 | 1.18% | 5.02% |
| 2023 | 1.38% | 4.60% |
| 2022 | 1.61% | 2.39% |
| 2021 | 0.80% | 0.00% |
| 2020 | 1.21% | 0.00% |
| 2019 | 1.32% | 0.00% |
| 2018 | 1.34% | 0.00% |
| 2017 | 1.07% | 0.00% |
| 2016 | 1.29% | 0.00% |
| 2015 | 1.33% | 0.00% |
| 2014 | 1.30% | 0.00% |
| 2013 | 1.02% | 0.00% |
| 2012 | 2.36% | 0.00% |
| 2011 | 1.09% | 0.00% |
| 2010 | 0.89% | 0.00% |
| 2009 | 0.89% | 0.00% |
| 2008 | 1.70% | 0.00% |
| 2007 | 0.58% | 0.00% |
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