FNX vs SUSC

Comparison between FIRST TRUST MID CAP CORE ALPHADEX FUND (FNX, ETF) and ISHARES ESG AWARE USD CORPORATE BOND ETF (SUSC, ETF).

5-Year PerformanceFNX has outperformed SUSC, delivering a return of +8.9% compared to +0.2%

FNX vs SUSC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FNX(ETF)	SUSC(ETF)
Net Assets	$1.30B	$1.40B
Expense Ratio	0.62%	0.18%
Max Drawdown	57.59%	25.83%
Sharpe Ratio	1.38	0.34
5Y Beta	0.98	0.11
P/E Ratio	20.70	N/A
Forward P/E	14.65	N/A
5Y Dividends CAGR	10.14%	13.30%
5Y EPS CAGR	12.98%	N/A
Debt to Equity	31.66%	N/A
P/S Ratio	1.33	N/A
P/B Ratio	2.24	N/A

Net Assets

FNX

$1.30B

Winner

SUSC

$1.40B

Expense Ratio

FNX

0.62%

Winner

SUSC

0.18%

Max Drawdown

FNX

57.59%

Winner

SUSC

25.83%

Sharpe Ratio

Winner

FNX

1.38

SUSC

0.34

5Y Beta

FNX

0.98

Winner

SUSC

0.11

P/E Ratio

FNX

20.70

SUSC

N/A

Forward P/E

FNX

14.65

SUSC

N/A

5Y Dividends CAGR

FNX

10.14%

Winner

SUSC

13.30%

5Y EPS CAGR

FNX

12.98%

SUSC

N/A

Debt to Equity

FNX

31.66%

SUSC

N/A

P/S Ratio

FNX

1.33

SUSC

N/A

P/B Ratio

FNX

2.24

SUSC

N/A

FNX vs SUSC - Historical Returns

Returns include dividend reinvestment.

Period	FNX	SUSC
1 month	+3.08%	+0.80%
3 months	+12.57%	+1.43%
6 months	+11.69%	+0.84%
1 year	+27.55%	+5.00%
5 years(CAGR)	+8.94%	+0.21%
10 years(CAGR)	+12.02%	+2.30%
Max(CAGR)	+9.59%	+2.30%

Winner

FNX

+3.08%

SUSC

+0.80%

Winner

FNX

+12.57%

SUSC

+1.43%

Winner

FNX

+11.69%

SUSC

+0.84%

Winner

FNX

+27.55%

SUSC

+5.00%

5Y(CAGR)

Winner

FNX

+8.94%

SUSC

+0.21%

10Y(CAGR)

Winner

FNX

+12.02%

SUSC

+2.30%

Max(CAGR)

Winner

FNX

+9.59%

SUSC

+2.30%

FNX vs SUSC - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	FNX	SUSC
2026	+12.19%	+0.80%
2025	+9.83%	+7.56%
2024	+13.03%	+2.77%
2023	+20.86%	+7.89%
2022	-13.85%	-15.18%
2021	+26.76%	-1.22%
2020	+15.89%	+9.45%
2019	+26.99%	+14.29%
2018	-12.04%	-2.55%
2017	+16.73%	+1.74%
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 SUSC Drawdown Comparison

The maximum drawdown for FNX was -57.11%, occurring on Mar 6, 2009. Recovery took 701 trading sessions.

The maximum drawdown for SUSC was -22.42%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The current FNX drawdown is -0.55%. The current SUSC drawdown is -1.14%.

Rank	FNX	SUSC
#1	-57.11% Jul 12, 2007 - Apr 23, 2010	-22.42% Aug 3, 2021 - Oct 20, 2022
#2	-43.95% Feb 20, 2020 - Nov 9, 2020	-18.91% Mar 6, 2020 - Jun 15, 2020
#3	-26.45% Jul 7, 2011 - Mar 13, 2012	-5.56% Dec 31, 2020 - Aug 2, 2021
#4	-25.51% Aug 29, 2018 - Dec 16, 2019	-4.68% Dec 29, 2017 - Mar 8, 2019
#5	-24.96% Nov 25, 2024 - Sep 11, 2025	-2.70% Aug 6, 2020 - Nov 30, 2020
#6	-24.43% Nov 8, 2021 - Dec 19, 2023	-2.52% Aug 28, 2019 - Nov 26, 2019
#7	-23.73% Apr 15, 2015 - Nov 21, 2016	-1.26% Jul 3, 2019 - Aug 1, 2019
#8	-18.35% Apr 23, 2010 - Nov 4, 2010	-1.11% Nov 6, 2017 - Nov 28, 2017
#9	-13.12% Mar 26, 2012 - Sep 14, 2012	-1.06% Nov 30, 2020 - Dec 29, 2020
#10	-12.70% Jul 1, 2014 - Dec 29, 2014	-0.85% Feb 3, 2020 - Feb 14, 2020
#11	-9.48% Jan 23, 2018 - Jun 5, 2018	-0.83% Dec 14, 2017 - Dec 29, 2017
#12	-9.24% Feb 10, 2026 - Apr 17, 2026	-0.77% Nov 28, 2017 - Dec 1, 2017
#13	-8.23% Sep 14, 2012 - Dec 18, 2012	-0.76% Mar 28, 2019 - Apr 26, 2019
#14	-8.07% Apr 29, 2011 - Jul 7, 2011	-0.72% Sep 7, 2017 - Oct 4, 2017
#15	-8.02% Jul 31, 2024 - Sep 19, 2024	-0.69% Oct 13, 2017 - Nov 3, 2017

Correlation

Correlation between FNX and SUSC is 0.55 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.55

-101

Dividend Comparison (2007 - 2026)

FNX vs SUSC dividend yield comparison.

Year	FNX	SUSC
2026	0.22%	1.88%
2025	0.88%	4.37%
2024	1.26%	4.34%
2023	1.11%	3.83%
2022	1.19%	2.97%
2021	0.94%	2.21%
2020	1.04%	2.19%
2019	1.21%	3.07%
2018	1.01%	3.33%
2017	0.90%	1.33%
2016	1.07%	0.00%
2015	1.07%	0.00%
2014	0.77%	0.00%
2013	0.69%	0.00%
2012	1.46%	0.00%
2011	0.51%	0.00%
2010	0.45%	0.00%
2009	0.75%	0.00%
2008	0.92%	0.00%
2007	0.28%	0.00%