FNY vs CXSE

Comparison between FIRST TRUST MID CAP GROWTH ALPHADEX FUND (FNY, ETF) and WISDOMTREE CHINA EX-STATE-OWNED ENTERPRISES FUND (CXSE, ETF).

5-Year PerformanceFNY has outperformed CXSE, delivering a return of +7.8% compared to -8.9%

FNY vs CXSE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FNY(ETF)	CXSE(ETF)
Net Assets	$518M	$516M
Expense Ratio	0.73%	0.32%
Max Drawdown	38.91%	71.11%
Sharpe Ratio	1.11	0.64
5Y Beta	1.15	0.66
P/E Ratio	57.82	N/A
Forward P/E	21.42	N/A
5Y Dividends CAGR	28.49%	17.64%
5Y EPS CAGR	16.88%	N/A
Debt to Equity	-11.28%	N/A
P/S Ratio	3.03	N/A
P/B Ratio	4.85	N/A

Net Assets

Winner

FNY

$518M

CXSE

$516M

Expense Ratio

FNY

0.73%

Winner

CXSE

0.32%

Max Drawdown

Winner

FNY

38.91%

CXSE

71.11%

Sharpe Ratio

Winner

FNY

1.11

CXSE

0.64

5Y Beta

FNY

1.15

Winner

CXSE

0.66

P/E Ratio

FNY

57.82

CXSE

N/A

Forward P/E

FNY

21.42

CXSE

N/A

5Y Dividends CAGR

Winner

FNY

28.49%

CXSE

17.64%

5Y EPS CAGR

FNY

16.88%

CXSE

N/A

Debt to Equity

FNY

-11.28%

CXSE

N/A

P/S Ratio

FNY

3.03

CXSE

N/A

P/B Ratio

FNY

4.85

CXSE

N/A

FNY vs CXSE - Holdings Comparison

FNY and CXSE have 1 common holdings. Overlap is 0.00%

FNY's top 25 holdings weight is 24.16%. CXSE's top 25 holdings weight is 55.09%.

Rank	FNY	CXSE
#1	VICOR CORP (VICR) - 1.31%	n/a (n/a) - 7.68%
#2	TTM TECHNOLOGIES INC (TTMI) - 1.28%	TENCENT HOLDINGS LTD (n/a) - 7.00%
#3	SANMINA CORP (SANM) - 1.27%	n/a (n/a) - 4.54%
#4	STERLING INFRASTRUCTURE INC (STRL) - 1.22%	ZHONGJI INNOLIGHT CO LTD CLASS A (n/a) - 4.33%
#5	DIGITALOCEAN HOLDINGS INC (DOCN) - 1.19%	n/a (n/a) - 3.89%
#6	VIASAT INC (VSAT) - 1.13%	EOPTOLINK TECHNOLOGY INC LTD CLASS A (n/a) - 2.60%
#7	TERAWULF INC (WULF) - 1.11%	PDD HOLDINGS INC ADR (PDD) - 2.23%
#8	PLANET LABS PBC CLASS A (PL) - 1.10%	XIAOMI CORP CLASS B (n/a) - 2.00%
#9	SITIME CORP ORDINARY SHARES (SITM) - 1.09%	CAMBRICON TECHNOLOGIES CORP LTD CLASS A (n/a) - 1.73%
#10	POWELL INDUSTRIES INC (POWL) - 1.03%	MEITUAN CLASS B (n/a) - 1.66%
#11	VIAVI SOLUTIONS INC (VIAV) - 1.02%	MIDEA GROUP CO LTD CLASS A (n/a) - 1.51%
#12	IES HOLDINGS INC (IESC) - 0.93%	BYD CO LTD CLASS H (n/a) - 1.37%
#13	BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 0.90%	n/a (n/a) - 1.34%
#14	ENERSYS (ENS) - 0.89%	JD.COM INC ORDINARY SHARES CLASS A (n/a) - 1.34%
#15	MODINE MANUFACTURING CO (MOD) - 0.87%	n/a (n/a) - 1.33%
#16	SEMTECH CORP (SMTC) - 0.81%	NETEASE INC ORDINARY SHARES (n/a) - 1.31%
#17	EVERUS CONSTRUCTION GROUP INC (ECG) - 0.81%	GIGADEVICE SEMICONDUCTOR INC CLASS A (n/a) - 1.13%
#18	ARROWHEAD PHARMACEUTICALS INC (ARWR) - 0.80%	BAIDU INC (n/a) - 1.12%
#19	RIOT PLATFORMS INC (RIOT) - 0.80%	EAST MONEY INFORMATION CO LTD CLASS A (n/a) - 1.07%
#20	DYCOM INDUSTRIES INC (DY) - 0.79%	MONTAGE TECHNOLOGY CO LTD CLASS A (n/a) - 1.06%
#21	ARGAN INC (AGX) - 0.78%	SUNGROW POWER SUPPLY CO LTD CLASS A (n/a) - 1.04%
#22	FIRSTCASH HOLDINGS INC (FCFS) - 0.78%	n/a (n/a) - 1.01%
#23	PACS GROUP INC (PACS) - 0.77%	n/a (n/a) - 0.94%
#24	MOOG INC CLASS A (MOG-A) - 0.74%	TRIP.COM GROUP LTD (n/a) - 0.94%
#25	ENOVA INTERNATIONAL INC (ENVA) - 0.74%	WUXI APPTEC CO LTD CLASS A (n/a) - 0.92%
Total Holdings	228	260

FNY vs CXSE - Historical Returns

Returns include dividend reinvestment.

Period	FNY	CXSE
1 month	-0.85%	-3.39%
3 months	+7.89%	+2.96%
6 months	+9.76%	-5.25%
1 year	+27.18%	+16.11%
5 years(CAGR)	+7.79%	-8.85%
10 years(CAGR)	+13.32%	+6.80%
Max(CAGR)	+11.45%	+4.92%

Winner

FNY

-0.85%

CXSE

-3.39%

Winner

FNY

+7.89%

CXSE

+2.96%

Winner

FNY

+9.76%

CXSE

-5.25%

Winner

FNY

+27.18%

CXSE

+16.11%

5Y(CAGR)

Winner

FNY

+7.79%

CXSE

-8.85%

10Y(CAGR)

Winner

FNY

+13.32%

CXSE

+6.80%

Max(CAGR)

Winner

FNY

+11.45%

CXSE

+4.92%

FNY vs CXSE - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	FNY	CXSE
2026	+9.61%	-6.52%
2025	+13.68%	+39.36%
2024	+19.64%	+11.98%
2023	+22.92%	-20.35%
2022	-23.74%	-29.27%
2021	+14.74%	-24.40%
2020	+36.26%	+53.66%
2019	+32.87%	+38.47%
2018	-8.16%	-31.23%
2017	+24.37%	+82.07%
2016	+11.51%	-0.16%
2015	-0.73%	-3.27%
2014	+6.60%	+2.30%
2013	+33.44%	-5.39%
2012	+9.65%	+11.69%
2011	-8.53%	N/A

FNY vs CXSE Drawdown Comparison

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

The maximum drawdown for CXSE was -70.01%, occurring on Feb 2, 2024. This drawdown has not yet recovered.

The current FNY drawdown is -3.82%. The current CXSE drawdown is -48.28%.

Rank	FNY	CXSE
#1	-38.91% Feb 19, 2020 - Aug 3, 2020	-70.01% Feb 17, 2021 - Feb 2, 2024
#2	-33.94% Nov 8, 2021 - Sep 19, 2024	-41.23% Apr 27, 2015 - May 22, 2017
#3	-29.03% Sep 14, 2018 - Jul 24, 2019	-38.58% Jan 26, 2018 - Jun 19, 2020
#4	-25.68% Jul 7, 2011 - Jan 15, 2013	-22.21% Jan 10, 2013 - Jul 28, 2014
#5	-24.97% Nov 25, 2024 - Aug 28, 2025	-12.01% Sep 4, 2014 - Apr 6, 2015
#6	-19.89% Jun 23, 2015 - Sep 2, 2016	-9.77% Nov 21, 2017 - Jan 3, 2018
#7	-13.89% Feb 12, 2021 - Jun 25, 2021	-8.48% Sep 2, 2020 - Oct 9, 2020
#8	-12.85% Jul 1, 2014 - Nov 24, 2014	-6.93% Jan 25, 2021 - Feb 9, 2021
#9	-12.01% Jan 22, 2026 - Apr 17, 2026	-6.85% Nov 6, 2012 - Dec 10, 2012
#10	-10.16% Oct 27, 2025 - Dec 11, 2025	-5.56% Jul 9, 2020 - Aug 4, 2020
#11	-9.89% Sep 7, 2016 - Dec 7, 2016	-4.82% Nov 5, 2020 - Dec 18, 2020
#12	-9.44% Apr 29, 2011 - Jul 6, 2011	-4.42% Aug 5, 2020 - Aug 24, 2020
#13	-9.03% Jan 26, 2018 - Mar 9, 2018	-3.94% Apr 16, 2015 - Apr 23, 2015
#14	-8.54% May 21, 2013 - Jul 22, 2013	-3.91% Sep 20, 2017 - Oct 3, 2017
#15	-8.32% Oct 13, 2020 - Nov 5, 2020	-3.65% Aug 8, 2017 - Aug 22, 2017

Correlation

Correlation between FNY and CXSE is 0.58 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.58

-101

Dividend Comparison (2011 - 2026)

FNY vs CXSE dividend yield comparison.

Year	FNY	CXSE
2026	0.00%	0.05%
2025	0.03%	1.95%
2024	0.56%	1.70%
2023	0.24%	1.71%
2022	0.24%	1.55%
2021	0.00%	0.86%
2020	0.25%	0.54%
2019	0.28%	0.96%
2018	0.06%	1.49%
2017	0.21%	1.24%
2016	0.60%	1.39%
2015	0.46%	2.50%
2014	0.22%	2.29%
2013	0.35%	2.75%
2012	0.50%	0.00%
2011	0.02%	0.00%