FNX vs YEAR
Comparison between FIRST TRUST MID CAP CORE ALPHADEX FUND (FNX, ETF) and AB ULTRA SHORT INCOME ETF (YEAR, ETF).
FNX vs YEAR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FNX
$1.40B
Winner
YEAR
$1.50B
Expense Ratio
FNX
0.62%
Winner
YEAR
0.25%
Max Drawdown
FNX
57.59%
Winner
YEAR
1.39%
Sharpe Ratio
Winner
FNX
1.03
YEAR
-0.38
5Y Beta
FNX
0.98
Winner
YEAR
0.00
P/E Ratio
FNX
19.41
YEAR
N/A
Forward P/E
FNX
14.22
YEAR
N/A
5Y Dividends CAGR
FNX
8.48%
YEAR
N/A
5Y EPS CAGR
FNX
14.29%
YEAR
N/A
Debt to Equity
FNX
33.56%
YEAR
N/A
P/S Ratio
FNX
1.33
YEAR
N/A
P/B Ratio
FNX
2.17
YEAR
N/A
FNX vs YEAR - Historical Returns
Returns include dividend reinvestment.
1M
FNX
-0.31%
Winner
YEAR
+0.18%
3M
Winner
FNX
+4.21%
YEAR
+0.57%
6M
Winner
FNX
+7.34%
YEAR
+1.35%
1Y
Winner
FNX
+22.27%
YEAR
+3.54%
5Y(CAGR)
FNX
+9.13%
YEAR
N/A
10Y(CAGR)
FNX
+11.80%
YEAR
N/A
Max(CAGR)
Winner
FNX
+9.57%
YEAR
+4.81%
FNX vs YEAR - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | FNX | YEAR |
|---|---|---|
| 2026 | +12.62% | +1.48% |
| 2025 | +9.83% | +4.65% |
| 2024 | +13.03% | +5.45% |
| 2023 | +20.86% | +5.87% |
| 2022 | -13.85% | +1.10% |
| 2021 | +26.76% | N/A |
| 2020 | +15.89% | N/A |
| 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 YEAR Drawdown Comparison
The maximum drawdown for FNX was -57.11%, occurring on Mar 6, 2009. Recovery took 701 trading sessions.
The maximum drawdown for YEAR was -0.61%, occurring on Oct 20, 2022. Recovery took 41 trading sessions.
The current FNX drawdown is -2.05%. The current YEAR drawdown is -0.04%.
| Rank | FNX | YEAR |
|---|---|---|
| #1 | -57.11% Jul 12, 2007 - Apr 23, 2010 | -0.61% Sep 14, 2022 - Nov 10, 2022 |
| #2 | -43.95% Feb 20, 2020 - Nov 9, 2020 | -0.55% Mar 13, 2023 - Apr 5, 2023 |
| #3 | -26.45% Jul 7, 2011 - Mar 13, 2012 | -0.43% Jan 31, 2024 - Mar 7, 2024 |
| #4 | -25.51% Aug 29, 2018 - Dec 16, 2019 | -0.42% May 6, 2024 - Jun 3, 2024 |
| #5 | -24.96% Nov 25, 2024 - Sep 11, 2025 | -0.30% Apr 3, 2025 - Apr 22, 2025 |
| #6 | -24.43% Nov 8, 2021 - Dec 19, 2023 | -0.28% May 4, 2023 - May 16, 2023 |
| #7 | -23.73% Apr 15, 2015 - Nov 21, 2016 | -0.26% Sep 19, 2024 - Nov 4, 2024 |
| #8 | -18.35% Apr 23, 2010 - Nov 4, 2010 | -0.24% Apr 4, 2024 - Apr 29, 2024 |
| #9 | -13.12% Mar 26, 2012 - Sep 14, 2012 | -0.23% Feb 27, 2026 - Apr 2, 2026 |
| #10 | -12.70% Jul 1, 2014 - Dec 29, 2014 | -0.22% Dec 6, 2023 - Dec 14, 2023 |
| #11 | -9.48% Jan 23, 2018 - Jun 5, 2018 | -0.18% Aug 10, 2023 - Aug 29, 2023 |
| #12 | -9.24% Feb 10, 2026 - Apr 17, 2026 | -0.18% Jun 18, 2024 - Jun 21, 2024 |
| #13 | -8.23% Sep 14, 2012 - Dec 18, 2012 | -0.18% Apr 30, 2025 - May 23, 2025 |
| #14 | -8.07% Apr 29, 2011 - Jul 7, 2011 | -0.17% Mar 3, 2023 - Mar 10, 2023 |
| #15 | -8.02% Jul 31, 2024 - Sep 19, 2024 | -0.16% Sep 28, 2023 - Oct 6, 2023 |
Correlation
Correlation between FNX and YEAR is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2007 - 2026)
FNX vs YEAR dividend yield comparison.
| Year | FNX | YEAR |
|---|---|---|
| 2026 | 0.40% | 1.96% |
| 2025 | 0.88% | 4.33% |
| 2024 | 1.26% | 5.16% |
| 2023 | 1.11% | 5.00% |
| 2022 | 1.19% | 1.19% |
| 2021 | 0.94% | 0.00% |
| 2020 | 1.04% | 0.00% |
| 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% |
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