FNX vs FJUN
Comparison between FIRST TRUST MID CAP CORE ALPHADEX FUND (FNX, ETF) and FT VEST U.S. EQUITY BUFFER ETF - JUNE (FJUN, ETF).
5-Year PerformanceFJUN has outperformed FNX, delivering a return of +10.8% compared to +9.2%
FNX vs FJUN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FNX
$1.40B
FJUN
$1.40B
Expense Ratio
Winner
FNX
0.62%
FJUN
0.85%
Max Drawdown
FNX
57.59%
Winner
FJUN
13.26%
Sharpe Ratio
FNX
1.33
Winner
FJUN
1.36
5Y Beta
FNX
0.97
Winner
FJUN
0.57
P/E Ratio
FNX
22.04
FJUN
N/A
Forward P/E
FNX
14.74
FJUN
N/A
5Y Dividends CAGR
FNX
8.48%
FJUN
N/A
5Y EPS CAGR
FNX
11.31%
FJUN
N/A
Debt to Equity
FNX
36.09%
FJUN
N/A
P/S Ratio
FNX
1.41
FJUN
N/A
P/B Ratio
FNX
2.32
FJUN
N/A
FNX vs FJUN - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FNX
+2.60%
FJUN
+2.14%
3M
Winner
FNX
+6.06%
FJUN
+3.34%
6M
Winner
FNX
+7.13%
FJUN
+6.34%
1Y
Winner
FNX
+27.10%
FJUN
+12.59%
5Y(CAGR)
FNX
+9.17%
Winner
FJUN
+10.77%
10Y(CAGR)
FNX
+11.97%
FJUN
N/A
Max(CAGR)
FNX
+9.68%
Winner
FJUN
+12.06%
FNX vs FJUN - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | FNX | FJUN |
|---|---|---|
| 2026 | +15.31% | +7.29% |
| 2025 | +9.83% | +11.14% |
| 2024 | +13.03% | +17.12% |
| 2023 | +20.86% | +22.67% |
| 2022 | -13.85% | -5.12% |
| 2021 | +26.76% | +12.26% |
| 2020 | +15.89% | +11.67% |
| 2019 | +26.99% | N/A |
| 2018 | -12.04% | N/A |
| 2017 | +16.73% | N/A |
| 2016 | +20.39% | N/A |
| 2015 | -7.69% | N/A |
| 2014 | +6.78% | N/A |
| 2013 | +33.72% | N/A |
| 2012 | +13.35% | N/A |
| 2011 | -0.60% | N/A |
| 2010 | +24.45% | N/A |
| 2009 | +46.81% | N/A |
| 2008 | -35.29% | N/A |
| 2007 | -5.40% | N/A |
FNX vs FJUN Drawdown Comparison
The maximum drawdown for FNX was -57.11%, occurring on Mar 6, 2009. Recovery took 701 trading sessions.
The maximum drawdown for FJUN was -13.26%, occurring on Apr 8, 2025. Recovery took 88 trading sessions.
The current FNX drawdown is -0.39%.
| Rank | FNX | FJUN |
|---|---|---|
| #1 | -57.11% Jul 12, 2007 - Apr 23, 2010 | -13.26% Feb 19, 2025 - Jun 26, 2025 |
| #2 | -43.95% Feb 20, 2020 - Nov 9, 2020 | -10.89% Mar 29, 2022 - Feb 2, 2023 |
| #3 | -26.45% Jul 7, 2011 - Mar 13, 2012 | -7.03% Jul 28, 2023 - Nov 20, 2023 |
| #4 | -25.51% Aug 29, 2018 - Dec 16, 2019 | -5.86% Jan 4, 2022 - Mar 29, 2022 |
| #5 | -24.96% Nov 25, 2024 - Sep 11, 2025 | -5.71% Feb 2, 2023 - Apr 13, 2023 |
| #6 | -24.43% Nov 8, 2021 - Dec 19, 2023 | -5.68% Jul 16, 2024 - Aug 21, 2024 |
| #7 | -23.73% Apr 15, 2015 - Nov 21, 2016 | -4.25% Sep 2, 2020 - Oct 12, 2020 |
| #8 | -18.35% Apr 23, 2010 - Nov 4, 2010 | -4.17% Oct 12, 2020 - Nov 6, 2020 |
| #9 | -13.12% Mar 26, 2012 - Sep 14, 2012 | -4.13% Feb 25, 2026 - Apr 9, 2026 |
| #10 | -12.70% Jul 1, 2014 - Dec 29, 2014 | -2.79% Aug 30, 2024 - Sep 19, 2024 |
| #11 | -9.48% Jan 23, 2018 - Jun 5, 2018 | -2.76% Mar 28, 2024 - May 6, 2024 |
| #12 | -9.24% Feb 10, 2026 - Apr 17, 2026 | -2.61% Jun 23, 2020 - Jul 6, 2020 |
| #13 | -8.23% Sep 14, 2012 - Dec 18, 2012 | -2.49% May 1, 2023 - May 18, 2023 |
| #14 | -8.07% Apr 29, 2011 - Jul 7, 2011 | -2.46% Sep 3, 2021 - Oct 19, 2021 |
| #15 | -8.02% Jul 31, 2024 - Sep 19, 2024 | -2.37% Dec 6, 2024 - Jan 21, 2025 |
Correlation
Correlation between FNX and FJUN is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
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