FPX vs SPGM
Comparison between FIRST TRUST US EQUITY OPPORTUNITIES ETF (FPX, ETF) and STATE STREET(R) SPDR(R) PORTFOLIO MSCI GLOBAL STOCK MARKET ETF (SPGM, ETF).
5-Year PerformanceSPGM has outperformed FPX, delivering a return of +10.9% compared to +7.8%
FPX vs SPGM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FPX
$1.70B
Winner
SPGM
$1.80B
Expense Ratio
FPX
0.57%
Winner
SPGM
0.09%
Max Drawdown
FPX
56.41%
Winner
SPGM
33.97%
Sharpe Ratio
FPX
0.79
Winner
SPGM
1.17
5Y Beta
FPX
1.43
Winner
SPGM
0.91
P/E Ratio
FPX
66.01
Winner
SPGM
27.70
Forward P/E
FPX
28.50
Winner
SPGM
20.01
PEG Ratio
FPX
0.17
SPGM
N/A
5Y Dividends CAGR
Winner
FPX
27.63%
SPGM
13.19%
5Y EPS CAGR
FPX
N/A
SPGM
23.35%
Debt to Equity
FPX
79.07%
SPGM
N/A
P/S Ratio
FPX
2.40
Winner
SPGM
0.24
P/B Ratio
Winner
FPX
4.73
SPGM
4.86
FPX vs SPGM - Holdings Comparison
FPX and SPGM have 34 common holdings. Overlap is 2.46%
FPX's top 25 holdings weight is 65.73%. SPGM's top 25 holdings weight is 29.28%.
| Rank | FPX | SPGM |
|---|---|---|
| #1 | GE VERNOVA INC (GEV) - 10.96% | NVIDIA CORP (NVDA) - 4.15% |
| #2 | SANDISK CORP ORDINARY SHARES (SNDK) - 8.04% | APPLE INC (AAPL) - 3.64% |
| #3 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 5.87% | MICROSOFT CORP (MSFT) - 2.61% |
| #4 | ELI LILLY AND CO (LLY) - 3.45% | AMAZON.COM INC (AMZN) - 1.85% |
| #5 | n/a (WBD) - 2.88% | ALPHABET INC CLASS A (GOOGL) - 1.53% |
| #6 | MEDLINE INC ORDINARY SHARES CLASS A (MDLN) - 2.73% | ALPHABET INC CLASS C (GOOG) - 1.52% |
| #7 | LUMENTUM HOLDINGS INC (LITE) - 2.47% | BROADCOM INC (AVGO) - 1.40% |
| #8 | APPLOVIN CORP ORDINARY SHARES CLASS A (APP) - 2.24% | n/a (TSM) - 1.38% |
| #9 | THE GOLDMAN SACHS GROUP INC (GS) - 1.99% | META PLATFORMS INC CLASS A (META) - 1.29% |
| #10 | FEDEX CORP (FDX) - 1.95% | TESLA INC (TSLA) - 1.06% |
| #11 | DT MIDSTREAM INC ORDINARY SHARES (DTM) - 1.88% | JPMORGAN CHASE & CO (JPM) - 0.90% |
| #12 | UL SOLUTIONS INC CLASS A COMMON STOCK (ULS) - 1.86% | EXXON MOBIL CORP (XOM) - 0.80% |
| #13 | BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 1.86% | ELI LILLY AND CO (LLY) - 0.70% |
| #14 | n/a (SPCX) - 1.77% | SAMSUNG ELECTRONICS CO LTD DR (SSNHZ) - 0.66% |
| #15 | DOORDASH INC ORDINARY SHARES CLASS A (DASH) - 1.75% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.63% |
| #16 | n/a (ASTS) - 1.72% | VISA INC CLASS A (V) - 0.58% |
| #17 | HF SINCLAIR CORP (DINO) - 1.60% | ASML HOLDING NV (n/a) - 0.56% |
| #18 | VENTAS INC (VTR) - 1.58% | CHEVRON CORP (CVX) - 0.53% |
| #19 | ENTERGY CORP (ETR) - 1.53% | COSTCO WHOLESALE CORP (COST) - 0.52% |
| #20 | ROYALTY PHARMA PLC CLASS A (RPRX) - 1.37% | WALMART INC (WMT) - 0.51% |
| #21 | SOLSTICE ADVANCED MATERIALS INC (SOLS) - 1.36% | JOHNSON & JOHNSON (JNJ) - 0.51% |
| #22 | MKS INC (MKSI) - 1.34% | CHUBB LTD (CB) - 0.50% |
| #23 | THE VITA COCO CO INC (COCO) - 1.20% | TENCENT HOLDINGS LTD (n/a) - 0.50% |
| #24 | MAPLEBEAR INC (CART) - 1.18% | NESTLE SA (n/a) - 0.50% |
| #25 | NEXTPOWER INC CLASS A (NXT) - 1.15% | CATERPILLAR INC (CAT) - 0.45% |
| Total Holdings | 102 | 2333 |
FPX vs SPGM - Historical Returns
Returns include dividend reinvestment.
1M
FPX
-5.85%
Winner
SPGM
+0.09%
3M
FPX
+2.22%
Winner
SPGM
+3.43%
6M
Winner
FPX
+10.58%
SPGM
+7.57%
1Y
Winner
FPX
+23.72%
SPGM
+21.22%
5Y(CAGR)
FPX
+7.83%
Winner
SPGM
+10.88%
10Y(CAGR)
Winner
FPX
+13.79%
SPGM
+12.48%
Max(CAGR)
Winner
FPX
+12.74%
SPGM
+11.18%
FPX vs SPGM - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | FPX | SPGM |
|---|---|---|
| 2026 | +10.99% | +9.89% |
| 2025 | +35.67% | +23.70% |
| 2024 | +28.64% | +17.65% |
| 2023 | +23.84% | +21.33% |
| 2022 | -34.67% | -17.95% |
| 2021 | +5.27% | +20.77% |
| 2020 | +46.85% | +14.24% |
| 2019 | +30.60% | +26.23% |
| 2018 | -8.91% | -10.47% |
| 2017 | +26.26% | +22.11% |
| 2016 | +8.74% | +10.39% |
| 2015 | +1.98% | -2.10% |
| 2014 | +12.63% | +11.58% |
| 2013 | +44.45% | +20.65% |
| 2012 | +29.08% | +1.33% |
| 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 SPGM Drawdown Comparison
The maximum drawdown for FPX was -56.29%, occurring on Nov 20, 2008. Recovery took 789 trading sessions.
The maximum drawdown for SPGM was -33.97%, occurring on Mar 23, 2020. Recovery took 134 trading sessions.
The current FPX drawdown is -11.18%. The current SPGM drawdown is -2.73%.
| Rank | FPX | SPGM |
|---|---|---|
| #1 | -56.29% Dec 26, 2007 - Feb 11, 2011 | -33.97% Feb 12, 2020 - Aug 24, 2020 |
| #2 | -43.14% Nov 9, 2021 - Feb 5, 2025 | -25.92% Jan 4, 2022 - Jan 25, 2024 |
| #3 | -36.97% Feb 19, 2020 - Jul 8, 2020 | -21.99% Jun 18, 2015 - Jan 24, 2017 |
| #4 | -30.88% Feb 18, 2025 - Jun 26, 2025 | -19.40% Jan 26, 2018 - Oct 24, 2019 |
| #5 | -24.12% Jul 20, 2015 - Feb 3, 2017 | -16.90% Feb 18, 2025 - Jun 2, 2025 |
| #6 | -23.55% Aug 29, 2018 - Apr 3, 2019 | -13.83% Jul 10, 2014 - Dec 3, 2014 |
| #7 | -22.63% Jul 7, 2011 - Feb 3, 2012 | -11.87% Mar 19, 2012 - Sep 13, 2012 |
| #8 | -18.69% Feb 12, 2021 - Nov 9, 2021 | -9.50% Feb 25, 2026 - Apr 15, 2026 |
| #9 | -14.36% Jul 13, 2007 - Dec 26, 2007 | -8.97% Dec 16, 2013 - May 27, 2014 |
| #10 | -12.28% Oct 29, 2025 - Dec 10, 2025 | -8.55% Jul 16, 2024 - Aug 30, 2024 |
| #11 | -12.07% Dec 11, 2025 - Apr 13, 2026 | -8.37% May 21, 2013 - Aug 8, 2013 |
| #12 | -12.04% Apr 2, 2012 - Sep 13, 2012 | -7.49% Sep 2, 2020 - Nov 9, 2020 |
| #13 | -11.18% Jun 30, 2026 - Jul 24, 2026 | -6.08% Sep 17, 2012 - Dec 18, 2012 |
| #14 | -10.85% Sep 11, 2014 - Nov 21, 2014 | -5.52% Sep 3, 2021 - Oct 25, 2021 |
| #15 | -10.23% Jan 26, 2018 - Jun 18, 2018 | -5.28% Nov 8, 2021 - Jan 4, 2022 |
Correlation
Correlation between FPX and SPGM is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2007 - 2026)
FPX vs SPGM dividend yield comparison.
| Year | FPX | SPGM |
|---|---|---|
| 2026 | 0.05% | 0.79% |
| 2025 | 0.53% | 1.89% |
| 2024 | 0.09% | 1.98% |
| 2023 | 0.27% | 2.09% |
| 2022 | 1.08% | 2.37% |
| 2021 | 0.14% | 1.94% |
| 2020 | 0.28% | 1.45% |
| 2019 | 0.67% | 2.46% |
| 2018 | 0.88% | 1.89% |
| 2017 | 0.68% | 2.29% |
| 2016 | 0.77% | 1.87% |
| 2015 | 0.62% | 3.70% |
| 2014 | 0.79% | 2.18% |
| 2013 | 0.51% | 1.75% |
| 2012 | 1.12% | 2.26% |
| 2011 | 1.06% | 0.00% |
| 2010 | 0.95% | 0.00% |
| 2009 | 1.92% | 0.00% |
| 2008 | 1.08% | 0.00% |
| 2007 | 0.25% | 0.00% |
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