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FPA vs BMVP

Comparison between FIRST TRUST ASIA PACIFIC EX-JAPAN ALPHADEX FUND (FPA, ETF) and INVESCO BLOOMBERG MVP MULTI-FACTOR ETF (BMVP, ETF).

5-Year PerformanceFPA has outperformed BMVP, delivering a return of +12.5% compared to +7.9%

FPA vs BMVP - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
FPA
$104M
Winner
BMVP
$104M
Expense Ratio
FPA
0.80%
Winner
BMVP
0.29%
Max Drawdown
Winner
FPA
55.79%
BMVP
79.05%
Sharpe Ratio
Winner
FPA
1.19
BMVP
0.90
5Y Beta
FPA
0.95
Winner
BMVP
0.54
P/E Ratio
FPA
N/A
BMVP
17.14
Forward P/E
FPA
N/A
BMVP
15.65
PEG Ratio
FPA
N/A
BMVP
0.31
5Y Dividends CAGR
FPA
17.51%
Winner
BMVP
23.36%
5Y EPS CAGR
FPA
N/A
BMVP
14.94%
Debt to Equity
FPA
N/A
BMVP
141.38%
P/S Ratio
FPA
N/A
BMVP
1.79
P/B Ratio
FPA
N/A
BMVP
3.82

FPA vs BMVP - Historical Returns

Returns include dividend reinvestment.

1M
FPA
+2.78%
Winner
BMVP
+4.39%
3M
FPA
-7.34%
Winner
BMVP
+6.88%
6M
FPA
+2.08%
Winner
BMVP
+4.62%
1Y
Winner
FPA
+42.57%
BMVP
+13.28%
5Y(CAGR)
Winner
FPA
+12.54%
BMVP
+7.87%
10Y(CAGR)
FPA
+8.73%
Winner
BMVP
+9.80%
Max(CAGR)
Winner
FPA
+6.27%
BMVP
+3.02%

FPA vs BMVP - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

YearFPABMVP
2026+29.71%+12.09%
2025+41.95%+6.32%
2024+5.55%+17.42%
2023+13.27%+19.79%
2022-14.58%-15.25%
2021+1.29%+20.39%
2020+13.32%+8.23%
2019+8.59%+13.67%
2018-22.54%-6.36%
2017+33.88%+20.07%
2016+2.79%+16.01%
2015+0.37%+0.75%
2014+5.58%+10.08%
2013+3.11%+37.82%
2012+24.72%+19.77%
2011-24.40%-6.73%
2010N/A+15.14%
2009N/A+15.88%
2008N/A-35.96%
2007N/A+4.49%
2006N/A+9.97%
2005N/A+14.63%
2004N/A+19.21%
2003N/A-68.14%

FPA vs BMVP Drawdown Comparison

The maximum drawdown for FPA was -52.90%, occurring on Mar 23, 2020. Recovery took 808 trading sessions.

The maximum drawdown for BMVP was -78.13%, occurring on Mar 9, 2009. Recovery took 3784 trading sessions.

The current FPA drawdown is -16.38%. The current BMVP drawdown is -0.64%.

RankFPABMVP
#1-52.90%
Jan 26, 2018 - Apr 14, 2021
-78.13%
Jul 8, 2003 - Jul 18, 2018
#2-37.78%
Jul 26, 2011 - May 14, 2014
-39.43%
Sep 26, 2018 - Dec 4, 2020
#3-35.36%
Jun 2, 2021 - May 23, 2025
-26.58%
Nov 16, 2021 - Jan 25, 2024
#4-25.40%
Jun 1, 2026 - Jul 29, 2026
-15.13%
Nov 29, 2024 - Jan 6, 2026
#5-24.59%
Apr 28, 2015 - May 22, 2017
-10.47%
Feb 12, 2021 - Apr 16, 2021
#6-15.34%
Feb 26, 2026 - Apr 30, 2026
-6.83%
Jun 1, 2021 - Aug 11, 2021
#7-13.25%
Aug 26, 2014 - Apr 6, 2015
-6.64%
Sep 3, 2021 - Nov 4, 2021
#8-7.08%
May 14, 2026 - May 26, 2026
-6.46%
Feb 6, 2026 - Jul 16, 2026
#9-6.98%
Apr 26, 2011 - Jul 7, 2011
-5.81%
Mar 28, 2024 - Jul 16, 2024
#10-6.39%
Nov 3, 2025 - Jan 6, 2026
-5.65%
May 7, 2021 - Jun 1, 2021
#11-4.74%
Sep 16, 2025 - Oct 20, 2025
-5.39%
Dec 22, 2020 - Jan 7, 2021
#12-4.40%
Jul 26, 2017 - Sep 12, 2017
-4.57%
Jan 25, 2021 - Feb 4, 2021
#13-4.40%
May 6, 2026 - May 14, 2026
-3.86%
Jul 31, 2024 - Aug 15, 2024
#14-4.08%
Sep 18, 2017 - Oct 12, 2017
-3.68%
Aug 12, 2021 - Aug 25, 2021
#15-3.80%
May 7, 2021 - Jun 2, 2021
-3.06%
Jun 17, 2003 - Jul 7, 2003

Correlation

Correlation between FPA and BMVP is 0.83 which considered as a strong positive correlation - the stocks tend to move together.

0.83
-101

Dividend Comparison (2003 - 2026)

FPA vs BMVP dividend yield comparison.

YearFPABMVP
20261.17%0.84%
20254.71%1.77%
20243.40%1.58%
20233.02%1.67%
20224.22%1.51%
20215.12%0.56%
20201.59%1.09%
20193.90%0.95%
20182.81%1.44%
20173.15%1.75%
20162.42%1.35%
20151.74%1.02%
20144.11%0.82%
20132.35%0.78%
20121.59%1.78%
20112.17%1.05%
20100.00%1.33%
20090.00%1.01%
20080.00%1.29%
20070.00%1.02%
20060.00%0.60%
20050.00%0.70%
20040.00%0.60%
20030.00%0.36%

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