FNY vs BBHY

Comparison between FIRST TRUST MID CAP GROWTH ALPHADEX FUND (FNY, ETF) and JPMORGAN BETABUILDERS USD HIGH YIELD CORPORATE BOND ETF (BBHY, ETF).

5-Year PerformanceFNY has outperformed BBHY, delivering a return of +7.7% compared to +4.0%

FNY vs BBHY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FNY(ETF)	BBHY(ETF)
Net Assets	$615M	$611M
Expense Ratio	0.73%	0.07%
Max Drawdown	38.91%	25.29%
Sharpe Ratio	0.95	0.54
5Y Beta	1.16	0.23
P/E Ratio	63.90	N/A
Forward P/E	21.23	N/A
5Y Dividends CAGR	28.49%	8.21%
5Y EPS CAGR	13.85%	N/A
Debt to Equity	-37.35%	N/A
P/S Ratio	3.23	N/A
P/B Ratio	4.54	N/A

Net Assets

Winner

FNY

$615M

BBHY

$611M

Expense Ratio

FNY

0.73%

Winner

BBHY

0.07%

Max Drawdown

FNY

38.91%

Winner

BBHY

25.29%

Sharpe Ratio

Winner

FNY

0.95

BBHY

0.54

5Y Beta

FNY

1.16

Winner

BBHY

0.23

P/E Ratio

FNY

63.90

BBHY

N/A

Forward P/E

FNY

21.23

BBHY

N/A

5Y Dividends CAGR

Winner

FNY

28.49%

BBHY

8.21%

5Y EPS CAGR

FNY

13.85%

BBHY

N/A

Debt to Equity

FNY

-37.35%

BBHY

N/A

P/S Ratio

FNY

3.23

BBHY

N/A

P/B Ratio

FNY

4.54

BBHY

N/A

FNY vs BBHY - Historical Returns

Returns include dividend reinvestment.

Period	FNY	BBHY
1 month	-3.88%	+0.15%
3 months	+4.76%	+0.72%
6 months	+6.29%	+1.34%
1 year	+25.46%	+5.69%
5 years(CAGR)	+7.65%	+3.98%
10 years(CAGR)	+13.32%	+4.80%
Max(CAGR)	+11.55%	+4.80%

FNY

-3.88%

Winner

BBHY

+0.15%

Winner

FNY

+4.76%

BBHY

+0.72%

Winner

FNY

+6.29%

BBHY

+1.34%

Winner

FNY

+25.46%

BBHY

+5.69%

5Y(CAGR)

Winner

FNY

+7.65%

BBHY

+3.98%

10Y(CAGR)

Winner

FNY

+13.32%

BBHY

+4.80%

Max(CAGR)

Winner

FNY

+11.55%

BBHY

+4.80%

FNY vs BBHY - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	FNY	BBHY
2026	+12.57%	+2.02%
2025	+13.68%	+8.28%
2024	+19.64%	+8.22%
2023	+22.92%	+11.85%
2022	-23.74%	-10.31%
2021	+14.74%	+4.19%
2020	+36.26%	+5.26%
2019	+32.87%	+14.72%
2018	-8.16%	-2.57%
2017	+24.37%	+6.56%
2016	+11.51%	+1.83%
2015	-0.73%	N/A
2014	+6.60%	N/A
2013	+33.44%	N/A
2012	+9.65%	N/A
2011	-8.53%	N/A

FNY vs BBHY Drawdown Comparison

The maximum drawdown for FNY was -38.91%, occurring on Mar 23, 2020. Recovery took 115 trading sessions.

The maximum drawdown for BBHY was -24.98%, occurring on Mar 23, 2020. Recovery took 115 trading sessions.

The current FNY drawdown is -5.68%. The current BBHY drawdown is -0.34%.

Rank	FNY	BBHY
#1	-38.91% Feb 19, 2020 - Aug 3, 2020	-24.98% Feb 20, 2020 - Aug 4, 2020
#2	-33.94% Nov 8, 2021 - Sep 19, 2024	-15.32% Dec 27, 2021 - Dec 21, 2023
#3	-29.03% Sep 14, 2018 - Jul 24, 2019	-5.00% Feb 28, 2025 - May 12, 2025
#4	-25.68% Jul 7, 2011 - Jan 15, 2013	-4.79% Oct 2, 2018 - Jan 18, 2019
#5	-24.97% Nov 25, 2024 - Aug 28, 2025	-2.75% Jan 25, 2018 - Oct 1, 2018
#6	-19.89% Jun 23, 2015 - Sep 2, 2016	-2.56% Sep 2, 2020 - Oct 9, 2020
#7	-13.89% Feb 12, 2021 - Jun 25, 2021	-2.50% Oct 25, 2016 - Dec 23, 2016
#8	-12.85% Jul 1, 2014 - Nov 24, 2014	-2.37% Feb 20, 2026 - Apr 9, 2026
#9	-12.01% Jan 22, 2026 - Apr 17, 2026	-2.33% Feb 12, 2021 - May 5, 2021
#10	-10.16% Oct 27, 2025 - Dec 11, 2025	-2.27% Sep 15, 2021 - Dec 23, 2021
#11	-9.89% Sep 7, 2016 - Dec 7, 2016	-2.16% Mar 27, 2024 - May 6, 2024
#12	-9.44% Apr 29, 2011 - Jul 6, 2011	-2.00% Mar 1, 2017 - Apr 10, 2017
#13	-9.03% Jan 26, 2018 - Mar 9, 2018	-1.71% Oct 24, 2017 - Jan 3, 2018
#14	-8.54% May 21, 2013 - Jul 22, 2013	-1.69% Dec 6, 2024 - Jan 21, 2025
#15	-8.32% Oct 13, 2020 - Nov 5, 2020	-1.58% Oct 12, 2020 - Nov 4, 2020

Correlation

Correlation between FNY and BBHY is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

Dividend Comparison (2011 - 2026)

FNY vs BBHY dividend yield comparison.

Year	FNY	BBHY
2026	0.00%	3.52%
2025	0.03%	7.24%
2024	0.56%	7.18%
2023	0.24%	6.49%
2022	0.24%	5.92%
2021	0.00%	4.06%
2020	0.25%	4.73%
2019	0.28%	4.99%
2018	0.06%	5.02%
2017	0.21%	4.81%
2016	0.60%	1.42%
2015	0.46%	0.00%
2014	0.22%	0.00%
2013	0.35%	0.00%
2012	0.50%	0.00%
2011	0.02%	0.00%