FNX vs VCEB

Comparison between FIRST TRUST MID CAP CORE ALPHADEX FUND (FNX, ETF) and VANGUARD ESG U.S. CORPORATE BOND ETF ETF SHARES (VCEB, ETF).

5-Year PerformanceFNX has outperformed VCEB, delivering a return of +8.1% compared to +0.6%

FNX vs VCEB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FNX(ETF)	VCEB(ETF)
Net Assets	$1.20B	$1.20B
Expense Ratio	0.62%	0.12%
Max Drawdown	57.59%	24.44%
Sharpe Ratio	1.51	0.51
5Y Beta	0.99	0.10
P/E Ratio	20.56	N/A
Forward P/E	15.14	N/A
5Y Dividends CAGR	10.14%	39.57%
5Y EPS CAGR	13.57%	N/A
Debt to Equity	75.28%	N/A
P/S Ratio	1.36	N/A
P/B Ratio	2.28	N/A

Net Assets

FNX

$1.20B

VCEB

$1.20B

Expense Ratio

FNX

0.62%

Winner

VCEB

0.12%

Max Drawdown

FNX

57.59%

Winner

VCEB

24.44%

Sharpe Ratio

Winner

FNX

1.51

VCEB

0.51

5Y Beta

FNX

0.99

Winner

VCEB

0.10

P/E Ratio

FNX

20.56

VCEB

N/A

Forward P/E

FNX

15.14

VCEB

N/A

5Y Dividends CAGR

FNX

10.14%

Winner

VCEB

39.57%

5Y EPS CAGR

FNX

13.57%

VCEB

N/A

Debt to Equity

FNX

75.28%

VCEB

N/A

P/S Ratio

FNX

1.36

VCEB

N/A

P/B Ratio

FNX

2.28

VCEB

N/A

FNX vs VCEB - Historical Returns

Returns include dividend reinvestment.

Period	FNX	VCEB
1 month	+4.44%	+0.11%
3 months	+1.34%	-0.19%
6 months	+13.58%	+0.80%
1 year	+29.25%	+6.07%
5 years(CAGR)	+8.15%	+0.61%
10 years(CAGR)	+12.12%	N/A
Max(CAGR)	+9.50%	+0.35%

Winner

FNX

+4.44%

VCEB

+0.11%

Winner

FNX

+1.34%

VCEB

-0.19%

Winner

FNX

+13.58%

VCEB

+0.80%

Winner

FNX

+29.25%

VCEB

+6.07%

5Y(CAGR)

Winner

FNX

+8.15%

VCEB

+0.61%

10Y(CAGR)

FNX

+12.12%

VCEB

N/A

Max(CAGR)

Winner

FNX

+9.50%

VCEB

+0.35%

FNX vs VCEB - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	FNX	VCEB
2026	+9.19%	+0.45%
2025	+9.83%	+7.51%
2024	+13.03%	+2.80%
2023	+20.86%	+8.06%
2022	-13.85%	-14.42%
2021	+26.76%	-1.47%
2020	+15.89%	+2.46%
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 VCEB Drawdown Comparison

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

The maximum drawdown for VCEB was -21.60%, occurring on Oct 20, 2022. Recovery took 1284 trading sessions.

The current FNX drawdown is -1.03%. The current VCEB drawdown is -0.99%.

Rank	FNX	VCEB
#1	-57.11% Jul 12, 2007 - Apr 23, 2010	-21.60% Dec 31, 2020 - Feb 12, 2026
#2	-43.95% Feb 20, 2020 - Nov 9, 2020	-2.82% Feb 26, 2026 - Mar 27, 2026
#3	-26.45% Jul 7, 2011 - Mar 13, 2012	-1.08% Nov 30, 2020 - Dec 30, 2020
#4	-25.51% Aug 29, 2018 - Dec 16, 2019	-1.06% Nov 5, 2020 - Nov 18, 2020
#5	-24.96% Nov 25, 2024 - Sep 11, 2025	-1.01% Oct 14, 2020 - Nov 4, 2020
#6	-24.43% Nov 8, 2021 - Dec 19, 2023	-0.41% Oct 1, 2020 - Oct 12, 2020
#7	-23.73% Apr 15, 2015 - Nov 21, 2016	-0.19% Nov 19, 2020 - Nov 27, 2020
#8	-18.35% Apr 23, 2010 - Nov 4, 2010	-0.12% Feb 20, 2026 - Feb 26, 2026
#9	-13.12% Mar 26, 2012 - Sep 14, 2012	-0.11% Sep 24, 2020 - Sep 28, 2020
#10	-12.70% Jul 1, 2014 - Dec 29, 2014	-0.07% Feb 13, 2026 - Feb 19, 2026
#11	-9.48% Jan 23, 2018 - Jun 5, 2018	-0.05% Sep 28, 2020 - Oct 1, 2020
#12	-9.24% Feb 10, 2026 - Apr 17, 2026	N/A
#13	-8.23% Sep 14, 2012 - Dec 18, 2012	N/A
#14	-8.07% Apr 29, 2011 - Jul 7, 2011	N/A
#15	-8.02% Jul 31, 2024 - Sep 19, 2024	N/A

Correlation

Correlation between FNX and VCEB is 0.41 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.41

-101

Dividend Comparison (2007 - 2026)

FNX vs VCEB dividend yield comparison.

Year	FNX	VCEB
2026	0.23%	1.54%
2025	0.88%	4.57%
2024	1.26%	4.47%
2023	1.11%	3.70%
2022	1.19%	2.84%
2021	0.94%	1.69%
2020	1.04%	0.43%
2019	1.21%	0.00%
2018	1.01%	0.00%
2017	0.90%	0.00%
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%