FJP vs SMIZ

Comparison between FIRST TRUST JAPAN ALPHADEX FUND (FJP, ETF) and ZACKS SMALL/MID CAP ETF (SMIZ, ETF).

FJP vs SMIZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FJP(ETF)	SMIZ(ETF)
Net Assets	$258M	$258M
Expense Ratio	0.80%	0.55%
Max Drawdown	43.93%	26.16%
Sharpe Ratio	1.28	1.46
5Y Beta	0.74	1.05
P/E Ratio	N/A	34.97
Forward P/E	N/A	15.82
5Y Dividends CAGR	29.60%	N/A
5Y EPS CAGR	N/A	18.25%
Debt to Equity	N/A	44.26%
P/S Ratio	N/A	1.31
P/B Ratio	N/A	2.94

Net Assets

Winner

FJP

$258M

SMIZ

$258M

Expense Ratio

FJP

0.80%

Winner

SMIZ

0.55%

Max Drawdown

FJP

43.93%

Winner

SMIZ

26.16%

Sharpe Ratio

FJP

1.28

Winner

SMIZ

1.46

5Y Beta

Winner

FJP

0.74

SMIZ

1.05

P/E Ratio

FJP

N/A

SMIZ

34.97

Forward P/E

FJP

N/A

SMIZ

15.82

5Y Dividends CAGR

FJP

29.60%

SMIZ

N/A

5Y EPS CAGR

FJP

N/A

SMIZ

18.25%

Debt to Equity

FJP

N/A

SMIZ

44.26%

P/S Ratio

FJP

N/A

SMIZ

1.31

P/B Ratio

FJP

N/A

SMIZ

2.94

FJP vs SMIZ - Historical Returns

Returns include dividend reinvestment.

Period	FJP	SMIZ
1 month	-6.05%	+3.10%
3 months	+4.03%	+16.74%
6 months	+11.55%	+15.15%
1 year	+31.92%	+31.62%
5 years(CAGR)	+10.57%	N/A
10 years(CAGR)	+7.56%	N/A
Max(CAGR)	+5.91%	+24.43%

FJP

-6.05%

Winner

SMIZ

+3.10%

FJP

+4.03%

Winner

SMIZ

+16.74%

FJP

+11.55%

Winner

SMIZ

+15.15%

Winner

FJP

+31.92%

SMIZ

+31.62%

5Y(CAGR)

FJP

+10.57%

SMIZ

N/A

10Y(CAGR)

FJP

+7.56%

SMIZ

N/A

Max(CAGR)

FJP

+5.91%

Winner

SMIZ

+24.43%

FJP vs SMIZ - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	FJP	SMIZ
2026	+12.14%	+15.46%
2025	+33.80%	+12.07%
2024	+6.02%	+19.02%
2023	+23.73%	+16.39%
2022	-12.80%	N/A
2021	-0.50%	N/A
2020	+2.15%	N/A
2019	+7.28%	N/A
2018	-18.80%	N/A
2017	+26.81%	N/A
2016	+4.50%	N/A
2015	+5.39%	N/A
2014	-0.84%	N/A
2013	+28.22%	N/A
2012	-4.42%	N/A
2011	-9.31%	N/A

FJP vs SMIZ Drawdown Comparison

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

The maximum drawdown for SMIZ was -25.02%, occurring on Apr 8, 2025. Recovery took 178 trading sessions.

The current FJP drawdown is -7.75%.

Rank	FJP	SMIZ
#1	-41.51% Jan 23, 2018 - Mar 22, 2024	-25.02% Dec 4, 2024 - Aug 22, 2025
#2	-25.37% Aug 2, 2011 - May 14, 2013	-10.51% Feb 9, 2026 - Apr 13, 2026
#3	-22.46% May 22, 2015 - Mar 13, 2017	-9.41% Jul 16, 2024 - Sep 19, 2024
#4	-17.02% Mar 25, 2025 - May 21, 2025	-7.65% Mar 28, 2024 - Jul 15, 2024
#5	-16.43% May 21, 2013 - Jan 17, 2014	-7.56% Oct 27, 2025 - Dec 11, 2025
#6	-15.08% Mar 27, 2024 - Feb 18, 2025	-7.28% Oct 11, 2023 - Nov 14, 2023
#7	-14.43% Feb 25, 2026 - Mar 20, 2026	-4.17% May 6, 2026 - May 26, 2026
#8	-12.64% Jul 28, 2014 - Feb 20, 2015	-4.10% Sep 22, 2025 - Oct 24, 2025
#9	-10.47% Jan 22, 2014 - Jun 18, 2014	-3.87% Jun 4, 2026 - Jun 12, 2026
#10	-7.21% May 10, 2011 - Jul 5, 2011	-3.85% Dec 28, 2023 - Jan 29, 2024
#11	-6.57% Sep 15, 2025 - Nov 10, 2025	-3.73% Nov 11, 2024 - Nov 22, 2024
#12	-4.37% Jun 27, 2025 - Jul 23, 2025	-3.59% Dec 11, 2025 - Jan 6, 2026
#13	-4.12% Mar 28, 2017 - May 3, 2017	-2.73% Jan 22, 2026 - Feb 6, 2026
#14	-3.98% Nov 14, 2025 - Nov 26, 2025	-2.59% Oct 18, 2024 - Nov 6, 2024
#15	-3.56% Apr 28, 2015 - May 18, 2015	-2.51% Feb 15, 2024 - Feb 27, 2024

Correlation

Correlation between FJP and SMIZ is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.

0.90

-101

Dividend Comparison (2011 - 2026)

FJP vs SMIZ dividend yield comparison.

Year	FJP	SMIZ
2026	0.15%	0.00%
2025	2.68%	0.62%
2024	3.18%	1.57%
2023	3.49%	0.07%
2022	2.21%	0.00%
2021	2.43%	0.00%
2020	0.99%	0.00%
2019	2.80%	0.00%
2018	1.54%	0.00%
2017	1.29%	0.00%
2016	1.46%	0.00%
2015	0.85%	0.00%
2014	1.08%	0.00%
2013	0.70%	0.00%
2012	1.61%	0.00%
2011	0.62%	0.00%