FGM vs PIFI

Comparison between FIRST TRUST GERMANY ALPHADEX FUND (FGM, ETF) and CLEARSHARES PITON INTERMEDIATE FIXED INCOME ETF (PIFI, ETF).

5-Year PerformanceFGM has outperformed PIFI, delivering a return of +4.8% compared to +0.9%

FGM vs PIFI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FGM(ETF)	PIFI(ETF)
Net Assets	$98M	$98M
Expense Ratio	0.80%	0.45%
Max Drawdown	54.06%	11.71%
Sharpe Ratio	0.56	-0.45
5Y Beta	0.81	0.00
5Y Dividends CAGR	0.58%	145.68%

Net Assets

FGM

$98M

PIFI

$98M

Expense Ratio

FGM

0.80%

Winner

PIFI

0.45%

Max Drawdown

FGM

54.06%

Winner

PIFI

11.71%

Sharpe Ratio

Winner

FGM

0.56

PIFI

-0.45

5Y Beta

FGM

0.81

Winner

PIFI

0.00

5Y Dividends CAGR

FGM

0.58%

Winner

PIFI

145.68%

FGM vs PIFI - Historical Returns

Returns include dividend reinvestment.

Period	FGM	PIFI
1 month	-2.22%	-0.06%
3 months	-2.30%	-0.68%
6 months	-2.42%	-0.09%
1 year	+13.22%	+2.33%
5 years(CAGR)	+4.78%	+0.93%
10 years(CAGR)	+8.25%	N/A
Max(CAGR)	+7.27%	+0.72%

FGM

-2.22%

Winner

PIFI

-0.06%

FGM

-2.30%

Winner

PIFI

-0.68%

FGM

-2.42%

Winner

PIFI

-0.09%

Winner

FGM

+13.22%

PIFI

+2.33%

5Y(CAGR)

Winner

FGM

+4.78%

PIFI

+0.93%

10Y(CAGR)

FGM

+8.25%

PIFI

N/A

Max(CAGR)

Winner

FGM

+7.27%

PIFI

+0.72%

FGM vs PIFI - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	FGM	PIFI
2026	+0.19%	-0.21%
2025	+65.26%	+6.32%
2024	+2.60%	+2.71%
2023	+11.42%	+4.39%
2022	-30.59%	-6.88%
2021	+4.62%	-1.29%
2020	+16.20%	+0.10%
2019	+21.50%	N/A
2018	-25.68%	N/A
2017	+43.92%	N/A
2016	+4.18%	N/A
2015	+2.14%	N/A
2014	-10.52%	N/A
2013	+26.99%	N/A
2012	+10.55%	N/A

FGM vs PIFI Drawdown Comparison

The maximum drawdown for FGM was -51.56%, occurring on Mar 18, 2020. Recovery took 743 trading sessions.

The maximum drawdown for PIFI was -10.59%, occurring on Oct 20, 2022. Recovery took 927 trading sessions.

The current FGM drawdown is -9.33%. The current PIFI drawdown is -1.55%.

Rank	FGM	PIFI
#1	-51.56% Jan 23, 2018 - Jan 5, 2021	-10.59% Dec 31, 2020 - Sep 10, 2024
#2	-51.07% Jun 7, 2021 - May 20, 2025	-2.71% Sep 16, 2024 - Mar 31, 2025
#3	-25.83% Jun 6, 2014 - May 4, 2017	-1.93% Feb 27, 2026 - May 19, 2026
#4	-18.47% Mar 23, 2012 - Sep 14, 2012	-1.51% Apr 4, 2025 - Apr 29, 2025
#5	-17.76% Feb 9, 2026 - Mar 20, 2026	-1.24% Apr 30, 2025 - Jun 23, 2025
#6	-11.00% Feb 1, 2013 - Aug 8, 2013	-0.76% Jun 30, 2025 - Aug 1, 2025
#7	-6.91% Oct 3, 2025 - Dec 10, 2025	-0.67% Oct 22, 2025 - Nov 24, 2025
#8	-6.40% Sep 14, 2012 - Nov 28, 2012	-0.58% Nov 26, 2025 - Dec 29, 2025
#9	-6.26% Jan 16, 2014 - Feb 13, 2014	-0.54% Sep 16, 2025 - Oct 10, 2025
#10	-5.96% Jul 23, 2025 - Aug 22, 2025	-0.44% Jan 7, 2026 - Feb 5, 2026
#11	-5.78% Mar 6, 2014 - May 30, 2014	-0.41% Oct 2, 2020 - Dec 28, 2020
#12	-4.72% Apr 16, 2021 - May 18, 2021	-0.30% Aug 13, 2025 - Aug 22, 2025
#13	-4.71% Feb 16, 2021 - Mar 17, 2021	-0.23% Sep 10, 2024 - Sep 13, 2024
#14	-4.56% Aug 14, 2013 - Sep 10, 2013	-0.21% Aug 4, 2025 - Aug 13, 2025
#15	-3.92% Aug 22, 2025 - Sep 30, 2025	-0.19% Aug 29, 2025 - Sep 3, 2025

Correlation

Correlation between FGM and PIFI is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92

-101

Dividend Comparison (2012 - 2026)

FGM vs PIFI dividend yield comparison.

Year	FGM	PIFI
2026	1.34%	1.70%
2025	0.66%	3.16%
2024	2.56%	2.92%
2023	2.82%	2.29%
2022	5.44%	1.22%
2021	1.43%	0.25%
2020	1.33%	0.00%
2019	2.30%	0.00%
2018	2.18%	0.00%
2017	2.11%	0.00%
2016	1.33%	0.00%
2015	1.13%	0.00%
2014	1.92%	0.00%
2013	1.56%	0.00%
2012	1.23%	0.00%