FPA vs IMVP

Comparison between FIRST TRUST ASIA PACIFIC EX-JAPAN ALPHADEX FUND (FPA, ETF) and Invesco India ETF (IMVP, ETF).

5-Year PerformanceFPA has outperformed IMVP, delivering a return of +12.6% compared to +2.4%

FPA vs IMVP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FPA(ETF)	IMVP(ETF)
Net Assets	$142M	$142M
Expense Ratio	0.80%	0.78%
Max Drawdown	55.79%	64.71%
Sharpe Ratio	1.89	-1.41
5Y Beta	0.92	0.48
5Y Dividends CAGR	24.87%	-11.50%

Net Assets

FPA

$142M

Winner

IMVP

$142M

Expense Ratio

FPA

0.80%

Winner

IMVP

0.78%

Max Drawdown

Winner

FPA

55.79%

IMVP

64.71%

Sharpe Ratio

Winner

FPA

1.89

IMVP

-1.41

5Y Beta

FPA

0.92

Winner

IMVP

0.48

5Y Dividends CAGR

Winner

FPA

24.87%

IMVP

-11.50%

FPA vs IMVP - Historical Returns

Returns include dividend reinvestment.

Period	FPA	IMVP
1 month	+3.61%	-1.09%
3 months	+23.27%	-5.59%
6 months	+47.37%	-14.12%
1 year	+66.19%	-17.76%
5 years(CAGR)	+12.58%	+2.37%
10 years(CAGR)	+11.01%	+8.28%
Max(CAGR)	+7.10%	+3.11%

Winner

FPA

+3.61%

IMVP

-1.09%

Winner

FPA

+23.27%

IMVP

-5.59%

Winner

FPA

+47.37%

IMVP

-14.12%

Winner

FPA

+66.19%

IMVP

-17.76%

5Y(CAGR)

Winner

FPA

+12.58%

IMVP

+2.37%

10Y(CAGR)

Winner

FPA

+11.01%

IMVP

+8.28%

Max(CAGR)

Winner

FPA

+7.10%

IMVP

+3.11%

FPA vs IMVP - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	FPA	IMVP
2026	+44.35%	-16.77%
2025	+41.95%	-0.14%
2024	+5.55%	+9.49%
2023	+13.27%	+22.41%
2022	-14.58%	-10.66%
2021	+1.29%	+22.40%
2020	+13.32%	+17.01%
2019	+8.59%	+13.20%
2018	-22.54%	-7.75%
2017	+33.88%	+37.23%
2016	+2.79%	+1.93%
2015	+0.37%	-8.17%
2014	+5.58%	+25.85%
2013	+3.11%	-6.04%
2012	+24.72%	+8.90%
2011	-24.40%	-36.55%
2010	N/A	+13.01%
2009	N/A	+70.46%
2008	N/A	-51.35%

FPA vs IMVP Drawdown Comparison

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

The maximum drawdown for IMVP was -64.55%, occurring on Nov 20, 2008. Recovery took 2362 trading sessions.

The current FPA drawdown is -6.94%. The current IMVP drawdown is -23.50%.

Rank	FPA	IMVP
#1	-52.90% Jan 26, 2018 - Apr 14, 2021	-64.55% May 2, 2008 - Sep 19, 2017
#2	-37.78% Jul 26, 2011 - May 14, 2014	-39.62% Jan 17, 2020 - Oct 6, 2020
#3	-35.36% Jun 2, 2021 - May 23, 2025	-25.78% Sep 26, 2024 - Mar 30, 2026
#4	-24.59% Apr 28, 2015 - May 22, 2017	-22.98% Jan 26, 2018 - Jan 17, 2020
#5	-15.34% Feb 26, 2026 - Apr 30, 2026	-19.96% Jan 12, 2022 - Dec 1, 2023
#6	-13.25% Aug 26, 2014 - Apr 6, 2015	-12.85% Mar 11, 2008 - Apr 18, 2008
#7	-12.96% Jun 1, 2026 - Jun 5, 2026	-9.38% Mar 11, 2021 - May 26, 2021
#8	-7.08% May 14, 2026 - May 26, 2026	-8.76% Mar 5, 2008 - Mar 11, 2008
#9	-6.98% Apr 26, 2011 - Jul 7, 2011	-8.64% Oct 18, 2021 - Jan 11, 2022
#10	-6.39% Nov 3, 2025 - Jan 6, 2026	-7.26% Jan 20, 2021 - Feb 8, 2021
#11	-4.74% Sep 16, 2025 - Oct 20, 2025	-6.65% Sep 19, 2017 - Oct 16, 2017
#12	-4.40% Jul 26, 2017 - Sep 12, 2017	-6.19% Jun 3, 2024 - Jun 12, 2024
#13	-4.40% May 6, 2026 - May 14, 2026	-5.84% Nov 2, 2017 - Dec 20, 2017
#14	-4.08% Sep 18, 2017 - Oct 12, 2017	-4.77% Jul 31, 2024 - Sep 12, 2024
#15	-3.80% May 7, 2021 - Jun 2, 2021	-4.63% Oct 9, 2020 - Nov 6, 2020

Correlation

Correlation between FPA and IMVP is 0.70 which considered as a strong positive correlation - the stocks tend to move together.

0.70

-101

Dividend Comparison (2008 - 2026)

FPA vs IMVP dividend yield comparison.

Year	FPA	IMVP
2026	0.77%	0.00%
2025	4.71%	7.39%
2024	3.40%	8.48%
2023	3.02%	2.08%
2022	4.22%	14.07%
2021	5.12%	6.95%
2020	1.59%	0.72%
2019	3.90%	36.35%
2018	2.81%	0.96%
2017	3.15%	1.01%
2016	2.42%	1.18%
2015	1.74%	0.61%
2014	4.11%	0.99%
2013	2.35%	0.48%
2012	1.59%	1.17%
2011	2.17%	0.00%
2010	0.00%	0.92%
2009	0.00%	0.60%
2008	0.00%	0.89%