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FPX vs IGEB

Comparison between FIRST TRUST US EQUITY OPPORTUNITIES ETF (FPX, ETF) and ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF (IGEB, ETF).

5-Year PerformanceFPX has outperformed IGEB, delivering a return of +9.3% compared to +1.0%

FPX vs IGEB - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
FPX
$1.30B
Winner
IGEB
$1.40B
Expense Ratio
FPX
0.57%
Winner
IGEB
0.18%
Max Drawdown
FPX
56.41%
Winner
IGEB
26.13%
Sharpe Ratio
Winner
FPX
1.18
IGEB
0.33
5Y Beta
FPX
1.41
Winner
IGEB
0.11
P/E Ratio
FPX
58.78
IGEB
N/A
Forward P/E
FPX
28.47
IGEB
N/A
5Y Dividends CAGR
Winner
FPX
17.47%
IGEB
3.15%
Debt to Equity
FPX
75.08%
IGEB
N/A
P/S Ratio
FPX
2.43
IGEB
N/A
P/B Ratio
FPX
4.41
IGEB
N/A

FPX vs IGEB - Historical Returns

Returns include dividend reinvestment.

1M
FPX
-1.92%
Winner
IGEB
-0.04%
3M
Winner
FPX
+11.41%
IGEB
-0.67%
6M
Winner
FPX
+9.99%
IGEB
+0.23%
1Y
Winner
FPX
+34.26%
IGEB
+5.33%
5Y(CAGR)
Winner
FPX
+9.33%
IGEB
+1.04%
10Y(CAGR)
Winner
FPX
+14.13%
IGEB
+3.12%
Max(CAGR)
Winner
FPX
+12.89%
IGEB
+3.12%

FPX vs IGEB - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

YearFPXIGEB
2026+12.10%+0.16%
2025+35.67%+8.14%
2024+28.64%+3.64%
2023+23.84%+9.01%
2022-34.67%-14.22%
2021+5.27%-0.76%
2020+46.85%+10.93%
2019+30.60%+15.54%
2018-8.91%-2.06%
2017+26.26%+1.53%
2016+8.74%N/A
2015+1.98%N/A
2014+12.63%N/A
2013+44.45%N/A
2012+29.08%N/A
2011+1.87%N/A
2010+16.58%N/A
2009+42.26%N/A
2008-42.62%N/A
2007+14.86%N/A
2006+17.97%N/A

FPX vs IGEB Drawdown Comparison

The maximum drawdown for FPX was -56.29%, occurring on Nov 20, 2008. Recovery took 789 trading sessions.

The maximum drawdown for IGEB was -21.13%, occurring on Oct 20, 2022. Recovery took 1010 trading sessions.

The current FPX drawdown is -5.15%. The current IGEB drawdown is -1.35%.

RankFPXIGEB
#1-56.29%
Dec 26, 2007 - Feb 11, 2011
-21.13%
Aug 4, 2021 - Aug 13, 2025
#2-43.14%
Nov 9, 2021 - Feb 5, 2025
-16.51%
Mar 5, 2020 - Jun 8, 2020
#3-36.97%
Feb 19, 2020 - Jul 8, 2020
-5.02%
Dec 31, 2020 - Jul 19, 2021
#4-30.88%
Feb 18, 2025 - Jun 26, 2025
-4.64%
Dec 18, 2017 - Feb 26, 2019
#5-24.12%
Jul 20, 2015 - Feb 3, 2017
-2.88%
Feb 23, 2026 - Mar 27, 2026
#6-23.55%
Aug 29, 2018 - Apr 3, 2019
-2.43%
Sep 4, 2019 - Oct 4, 2019
#7-22.63%
Jul 7, 2011 - Feb 3, 2012
-2.24%
Aug 6, 2020 - Nov 19, 2020
#8-18.69%
Feb 12, 2021 - Nov 9, 2021
-1.37%
Oct 27, 2025 - Jan 14, 2026
#9-14.36%
Jul 13, 2007 - Dec 26, 2007
-1.36%
Jul 3, 2019 - Aug 1, 2019
#10-12.28%
Oct 29, 2025 - Dec 10, 2025
-1.28%
Oct 4, 2019 - Nov 25, 2019
#11-12.07%
Dec 11, 2025 - Apr 13, 2026
-0.84%
Sep 15, 2025 - Oct 14, 2025
#12-12.04%
Apr 2, 2012 - Sep 13, 2012
-0.79%
Nov 7, 2017 - Dec 5, 2017
#13-10.85%
Sep 11, 2014 - Nov 21, 2014
-0.79%
Sep 6, 2017 - Nov 2, 2017
#14-10.23%
Jan 26, 2018 - Jun 18, 2018
-0.75%
Jan 14, 2026 - Feb 5, 2026
#15-10.22%
Sep 1, 2020 - Oct 7, 2020
-0.68%
Apr 10, 2019 - Apr 24, 2019

Correlation

Correlation between FPX and IGEB is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87
-101

Dividend Comparison (2007 - 2026)

FPX vs IGEB dividend yield comparison.

YearFPXIGEB
20260.04%2.13%
20250.53%4.92%
20240.09%5.09%
20230.27%4.60%
20221.08%3.63%
20210.14%3.84%
20200.28%3.78%
20190.67%5.61%
20180.88%3.59%
20170.68%1.62%
20160.77%0.00%
20150.62%0.00%
20140.79%0.00%
20130.51%0.00%
20121.12%0.00%
20111.06%0.00%
20100.95%0.00%
20091.92%0.00%
20081.08%0.00%
20070.25%0.00%

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