FPXE vs SPY
Comparison between FIRST TRUST IPOX EUROPE EQUITY OPPORTUNITIES ETF (FPXE, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed FPXE, delivering a return of +13.3% compared to +4.4%
FPXE vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FPXE
$5.10M
Winner
SPY
$735B
Expense Ratio
FPXE
0.70%
Winner
SPY
0.09%
Max Drawdown
Winner
FPXE
50.50%
SPY
56.47%
Sharpe Ratio
FPXE
0.69
Winner
SPY
1.62
5Y Beta
Winner
FPXE
1.00
SPY
1.00
P/E Ratio
FPXE
N/A
SPY
28.99
Forward P/E
FPXE
N/A
SPY
22.37
5Y Dividends CAGR
Winner
FPXE
9.97%
SPY
5.43%
5Y EPS CAGR
FPXE
N/A
SPY
26.05%
Debt to Equity
FPXE
N/A
SPY
32.40%
P/S Ratio
FPXE
N/A
SPY
3.74
P/B Ratio
FPXE
N/A
SPY
5.61
FPXE vs SPY - Holdings Comparison
FPXE and SPY have 1 common holdings. Overlap is 0.00%
FPXE's top 25 holdings weight is 68.47%. SPY's top 25 holdings weight is 52.37%.
| Rank | FPXE | SPY |
|---|---|---|
| #1 | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 6.32% | NVIDIA CORP (NVDA) - 8.10% |
| #2 | ARM HOLDINGS PLC ADR (ARM) - 5.96% | APPLE INC (AAPL) - 7.02% |
| #3 | GALDERMA GROUP AG REGISTERED SHARES (n/a) - 5.29% | MICROSOFT CORP (MSFT) - 4.79% |
| #4 | SANDOZ GROUP AG REGISTERED SHARES (n/a) - 3.89% | AMAZON.COM INC (AMZN) - 4.02% |
| #5 | ACCELLERON INDUSTRIES AG ORDINARY SHARES (n/a) - 3.73% | ALPHABET INC CLASS A (GOOGL) - 3.51% |
| #6 | LOTTOMATICA GROUP SPA (n/a) - 3.31% | BROADCOM INC (AVGO) - 3.10% |
| #7 | TECHNOPROBE SPA (n/a) - 3.21% | ALPHABET INC CLASS C (GOOG) - 2.79% |
| #8 | VIKING HOLDINGS LTD (VIK) - 3.00% | META PLATFORMS INC CLASS A (META) - 2.08% |
| #9 | NORDNET AB (PUBL) ORDINARY SHARES (n/a) - 2.63% | TESLA INC (TSLA) - 1.89% |
| #10 | HOCHTIEF AG (n/a) - 2.62% | MICRON TECHNOLOGY INC (MU) - 1.56% |
| #11 | VALTERRA PLATINUM LTD (n/a) - 2.49% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37% |
| #12 | AMER SPORTS INC (AS) - 2.47% | ELI LILLY AND CO (LLY) - 1.31% |
| #13 | NOKIA OYJ ADR (NOK) - 2.47% | JPMORGAN CHASE & CO (JPM) - 1.28% |
| #14 | ENDEAVOUR MINING PLC (n/a) - 2.46% | ADVANCED MICRO DEVICES INC (AMD) - 1.27% |
| #15 | EXOSENS SA (n/a) - 2.26% | EXXON MOBIL CORP (XOM) - 0.97% |
| #16 | NORSK HYDRO ASA (n/a) - 2.10% | INTEL CORP (INTC) - 0.90% |
| #17 | BANCO BPM SPA (n/a) - 1.99% | JOHNSON & JOHNSON (JNJ) - 0.86% |
| #18 | E.ON SE (n/a) - 1.77% | VISA INC CLASS A (V) - 0.85% |
| #19 | TELE2 AB CLASS B (n/a) - 1.73% | WALMART INC (WMT) - 0.81% |
| #20 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.70% | CISCO SYSTEMS INC (CSCO) - 0.72% |
| #21 | PRYSMIAN SPA (n/a) - 1.52% | COSTCO WHOLESALE CORP (COST) - 0.69% |
| #22 | CENTESSA PHARMACEUTICALS PLC ADR (CNTA) - 1.48% | CATERPILLAR INC (CAT) - 0.66% |
| #23 | DOF GROUP ASA (n/a) - 1.39% | MASTERCARD INC CLASS A (MA) - 0.62% |
| #24 | RUSTA AB (PUBL) (n/a) - 1.35% | LAM RESEARCH CORP (LRCX) - 0.62% |
| #25 | UCB SA (n/a) - 1.33% | ABBVIE INC (ABBV) - 0.58% |
| Total Holdings | 107 | 505 |
FPXE vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
FPXE
+1.32%
Winner
SPY
+1.90%
3M
Winner
FPXE
+9.45%
SPY
+8.55%
6M
Winner
FPXE
+13.21%
SPY
+8.18%
1Y
FPXE
+15.31%
Winner
SPY
+25.79%
5Y(CAGR)
FPXE
+4.37%
Winner
SPY
+13.32%
10Y(CAGR)
FPXE
N/A
SPY
+15.19%
Max(CAGR)
Winner
FPXE
+9.45%
SPY
+8.47%
FPXE vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | FPXE | SPY |
|---|---|---|
| 2026 | +9.71% | +8.26% |
| 2025 | +24.10% | +18.00% |
| 2024 | +19.14% | +25.59% |
| 2023 | +14.56% | +26.72% |
| 2022 | -35.07% | -18.64% |
| 2021 | +8.31% | +30.52% |
| 2020 | +33.95% | +17.28% |
| 2019 | +34.56% | +31.09% |
| 2018 | -14.93% | -5.24% |
| 2017 | N/A | +20.78% |
| 2016 | N/A | +13.59% |
| 2015 | N/A | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
FPXE vs SPY Drawdown Comparison
The maximum drawdown for FPXE was -49.55%, occurring on Oct 12, 2022. Recovery took 964 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current FPXE drawdown is -4.50%. The current SPY drawdown is -2.90%.
| Rank | FPXE | SPY |
|---|---|---|
| #1 | -49.55% Sep 2, 2021 - Jul 9, 2025 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -30.64% Feb 19, 2020 - Jun 1, 2020 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -15.65% Oct 5, 2018 - Apr 5, 2019 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -13.76% Feb 16, 2021 - Jul 22, 2021 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -11.33% Feb 25, 2026 - Apr 13, 2026 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -9.20% Sep 15, 2025 - Jan 23, 2026 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -8.43% Oct 14, 2020 - Nov 5, 2020 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -6.50% Jul 22, 2020 - Oct 9, 2020 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -5.18% Jul 3, 2019 - Nov 15, 2019 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -4.50% Jun 1, 2026 - Jun 5, 2026 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -4.47% Jan 27, 2026 - Feb 20, 2026 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -4.40% Jul 23, 2025 - Aug 22, 2025 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -4.33% Jan 22, 2021 - Feb 5, 2021 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -4.24% May 6, 2026 - May 21, 2026 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -3.97% Apr 24, 2026 - May 6, 2026 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between FPXE and SPY is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
0.83
-101
Dividend Comparison (1999 - 2026)
FPXE vs SPY dividend yield comparison.
| Year | FPXE | SPY |
|---|---|---|
| 2026 | 0.00% | 0.24% |
| 2025 | 1.15% | 1.07% |
| 2024 | 2.10% | 1.21% |
| 2023 | 2.03% | 1.40% |
| 2022 | 1.81% | 1.65% |
| 2021 | 0.47% | 1.20% |
| 2020 | 1.35% | 1.52% |
| 2019 | 2.06% | 1.75% |
| 2018 | 0.00% | 2.04% |
| 2017 | 0.00% | 1.80% |
| 2016 | 0.00% | 2.03% |
| 2015 | 0.00% | 2.06% |
| 2014 | 0.00% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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