FJP vs PBE

Comparison between FIRST TRUST JAPAN ALPHADEX FUND (FJP, ETF) and INVESCO BIOTECHNOLOGY & GENOME ETF (PBE, ETF).

5-Year PerformanceFJP has outperformed PBE, delivering a return of +10.1% compared to +3.3%

FJP vs PBE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FJP(ETF)	PBE(ETF)
Net Assets	$247M	$247M
Expense Ratio	0.80%	0.58%
Max Drawdown	43.93%	45.69%
Sharpe Ratio	1.16	1.34
5Y Beta	0.73	0.76
P/E Ratio	N/A	34.32
Forward P/E	N/A	18.77
5Y Dividends CAGR	29.60%	98.81%
5Y EPS CAGR	N/A	13.01%
Debt to Equity	N/A	55.71%
P/S Ratio	N/A	4.97
P/B Ratio	N/A	4.45

Net Assets

FJP

$247M

Winner

PBE

$247M

Expense Ratio

FJP

0.80%

Winner

PBE

0.58%

Max Drawdown

Winner

FJP

43.93%

PBE

45.69%

Sharpe Ratio

FJP

1.16

Winner

PBE

1.34

5Y Beta

Winner

FJP

0.73

PBE

0.76

P/E Ratio

FJP

N/A

PBE

34.32

Forward P/E

FJP

N/A

PBE

18.77

5Y Dividends CAGR

FJP

29.60%

Winner

PBE

98.81%

5Y EPS CAGR

FJP

N/A

PBE

13.01%

Debt to Equity

FJP

N/A

PBE

55.71%

P/S Ratio

FJP

N/A

PBE

4.97

P/B Ratio

FJP

N/A

PBE

4.45

FJP vs PBE - Historical Returns

Returns include dividend reinvestment.

Period	FJP	PBE
1 month	-1.27%	+3.45%
3 months	-0.65%	+6.06%
6 months	+12.54%	+2.77%
1 year	+31.02%	+31.27%
5 years(CAGR)	+10.15%	+3.29%
10 years(CAGR)	+7.03%	+7.50%
Max(CAGR)	+5.82%	+8.87%

FJP

-1.27%

Winner

PBE

+3.45%

FJP

-0.65%

Winner

PBE

+6.06%

Winner

FJP

+12.54%

PBE

+2.77%

FJP

+31.02%

Winner

PBE

+31.27%

5Y(CAGR)

Winner

FJP

+10.15%

PBE

+3.29%

10Y(CAGR)

FJP

+7.03%

Winner

PBE

+7.50%

Max(CAGR)

FJP

+5.82%

Winner

PBE

+8.87%

FJP vs PBE - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	FJP	PBE
2026	+10.62%	+1.48%
2025	+33.80%	+23.76%
2024	+6.02%	-0.05%
2023	+23.73%	+4.60%
2022	-12.80%	-11.11%
2021	-0.50%	+1.21%
2020	+2.15%	+25.68%
2019	+7.28%	+18.35%
2018	-18.80%	-2.62%
2017	+26.81%	+20.54%
2016	+4.50%	-20.66%
2015	+5.39%	+1.36%
2014	-0.84%	+36.45%
2013	+28.22%	+57.53%
2012	-4.42%	+13.17%
2011	-9.31%	-7.24%
2010	N/A	+29.99%
2009	N/A	+19.16%
2008	N/A	-25.84%
2007	N/A	+6.24%
2006	N/A	+0.45%
2005	N/A	+17.45%

FJP vs PBE Drawdown Comparison

The maximum drawdown for FJP was -41.51%, occurring on Mar 16, 2020. Recovery took 1551 trading sessions.

The maximum drawdown for PBE was -45.69%, occurring on Mar 9, 2009. Recovery took 644 trading sessions.

The current FJP drawdown is -9.00%. The current PBE drawdown is -2.53%.

Rank	FJP	PBE
#1	-41.51% Jan 23, 2018 - Mar 22, 2024	-45.69% Oct 15, 2007 - May 6, 2010
#2	-25.37% Aug 2, 2011 - May 14, 2013	-44.56% Jul 17, 2015 - Jul 20, 2020
#3	-22.46% May 22, 2015 - Mar 13, 2017	-37.84% Feb 8, 2021 - Nov 26, 2025
#4	-17.02% Mar 25, 2025 - May 21, 2025	-35.71% May 6, 2010 - Apr 2, 2013
#5	-16.43% May 21, 2013 - Jan 17, 2014	-21.12% Feb 27, 2006 - Apr 23, 2007
#6	-15.08% Mar 27, 2024 - Feb 18, 2025	-18.86% Feb 24, 2014 - Aug 25, 2014
#7	-14.43% Feb 25, 2026 - Mar 20, 2026	-14.38% Jul 20, 2020 - Nov 27, 2020
#8	-12.64% Jul 28, 2014 - Feb 20, 2015	-11.73% Jan 7, 2026 - Mar 27, 2026
#9	-10.47% Jan 22, 2014 - Jun 18, 2014	-10.65% Mar 19, 2015 - Jun 18, 2015
#10	-7.21% May 10, 2011 - Jul 5, 2011	-10.08% Sep 12, 2005 - Nov 17, 2005
#11	-6.57% Sep 15, 2025 - Nov 10, 2025	-9.07% Apr 25, 2007 - Sep 26, 2007
#12	-4.37% Jun 27, 2025 - Jul 23, 2025	-8.60% Aug 29, 2014 - Oct 23, 2014
#13	-4.12% Mar 28, 2017 - May 3, 2017	-7.84% May 28, 2013 - Jul 5, 2013
#14	-3.98% Nov 14, 2025 - Nov 26, 2025	-7.21% Nov 29, 2013 - Jan 7, 2014
#15	-3.56% Apr 28, 2015 - May 18, 2015	-6.59% Oct 2, 2013 - Oct 24, 2013

Correlation

Correlation between FJP and PBE is 0.80 which considered as a strong positive correlation - the stocks tend to move together.

0.80

-101

Dividend Comparison (2009 - 2026)

FJP vs PBE dividend yield comparison.

Year	FJP	PBE
2026	0.15%	0.10%
2025	2.68%	1.00%
2024	3.18%	0.05%
2023	3.49%	0.02%
2022	2.21%	0.00%
2021	2.43%	0.00%
2020	0.99%	0.04%
2019	2.80%	0.00%
2018	1.54%	0.00%
2017	1.29%	0.57%
2016	1.46%	0.38%
2015	0.85%	1.12%
2014	1.08%	0.55%
2013	0.70%	0.00%
2012	1.61%	0.00%
2011	0.62%	0.00%
2009	0.00%	0.45%