FPXI vs CAF
Comparison between FIRST TRUST INTERNATIONAL EQUITY OPPORTUNITIES ETF (FPXI, ETF) and Morgan Stanley China A Share Fund Inc (CAF, ETF).
5-Year PerformanceFPXI has outperformed CAF, delivering a return of +2.3% compared to +0.2%
FPXI vs CAF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
FPXI vs CAF - Historical Returns
Returns include dividend reinvestment.
FPXI vs CAF - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | FPXI | CAF |
|---|---|---|
| 2026 | +20.89% | +12.53% |
| 2025 | +25.98% | +42.50% |
| 2024 | +14.96% | +0.52% |
| 2023 | +8.93% | -9.64% |
| 2022 | -31.84% | -31.42% |
| 2021 | -16.18% | -2.55% |
| 2020 | +69.05% | +10.91% |
| 2019 | +34.36% | +24.02% |
| 2018 | -14.85% | -15.74% |
| 2017 | +38.61% | +41.08% |
| 2016 | -1.31% | -7.41% |
| 2015 | -5.16% | +12.06% |
| 2014 | -3.01% | +38.76% |
| 2013 | N/A | -4.11% |
| 2012 | N/A | +32.20% |
| 2011 | N/A | -29.66% |
| 2010 | N/A | -8.64% |
| 2009 | N/A | +59.50% |
| 2008 | N/A | -49.62% |
| 2007 | N/A | +89.68% |
| 2006 | N/A | +54.38% |
FPXI vs CAF Drawdown Comparison
The maximum drawdown for FPXI was -55.79%, occurring on Oct 24, 2022. Recovery took 1324 trading sessions.
The maximum drawdown for CAF was -66.21%, occurring on Nov 6, 2008. Recovery took 1892 trading sessions.
The current FPXI drawdown is -15.78%. The current CAF drawdown is -5.67%.
| Rank | FPXI | CAF |
|---|---|---|
| #1 | -55.79% Feb 16, 2021 - May 26, 2026 | -66.21% Sep 27, 2007 - Apr 6, 2015 |
| #2 | -31.61% May 22, 2015 - Jun 2, 2017 | -49.04% Jun 1, 2021 - Jul 1, 2026 |
| #3 | -26.99% Feb 19, 2020 - May 11, 2020 | -39.21% Jun 11, 2015 - May 16, 2017 |
| #4 | -24.23% Jan 26, 2018 - Dec 16, 2019 | -33.95% Jan 26, 2018 - Dec 14, 2020 |
| #5 | -20.11% Jun 22, 2026 - Jul 20, 2026 | -18.59% Jan 3, 2007 - Apr 3, 2007 |
| #6 | -9.86% Jun 2, 2026 - Jun 15, 2026 | -13.35% Aug 13, 2007 - Aug 22, 2007 |
| #7 | -9.53% Nov 25, 2014 - Apr 8, 2015 | -11.69% May 7, 2007 - Jun 14, 2007 |
| #8 | -8.11% Sep 1, 2020 - Nov 4, 2020 | -10.34% Apr 27, 2015 - May 26, 2015 |
| #9 | -7.09% May 18, 2020 - Jun 3, 2020 | -9.52% Jun 20, 2017 - Sep 7, 2017 |
| #10 | -5.51% Jan 25, 2021 - Feb 5, 2021 | -8.39% Jul 1, 2026 - Jul 17, 2026 |
| #11 | -5.39% Nov 6, 2020 - Nov 20, 2020 | -7.52% Jun 19, 2007 - Jul 11, 2007 |
| #12 | -4.65% Jan 17, 2020 - Feb 12, 2020 | -7.09% Sep 6, 2007 - Sep 18, 2007 |
| #13 | -4.42% Sep 19, 2017 - Jan 2, 2018 | -6.85% Aug 27, 2007 - Aug 31, 2007 |
| #14 | -3.64% Aug 5, 2020 - Aug 18, 2020 | -6.61% Oct 5, 2006 - Nov 29, 2006 |
| #15 | -3.43% Jun 3, 2020 - Jun 15, 2020 | -5.76% Jan 5, 2021 - Feb 16, 2021 |
Correlation
Correlation between FPXI and CAF is 0.66 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (2007 - 2026)
FPXI vs CAF dividend yield comparison.
| Year | FPXI | CAF |
|---|---|---|
| 2026 | 0.55% | 0.00% |
| 2025 | 0.70% | 1.51% |
| 2024 | 0.93% | 2.63% |
| 2023 | 0.71% | 0.96% |
| 2022 | 1.13% | 0.02% |
| 2021 | 0.71% | 6.57% |
| 2020 | 0.18% | 10.40% |
| 2019 | 0.67% | 3.78% |
| 2018 | 1.75% | 9.48% |
| 2017 | 0.75% | 5.20% |
| 2016 | 2.09% | 4.69% |
| 2015 | 1.34% | 67.03% |
| 2014 | 0.04% | 5.66% |
| 2013 | 0.00% | 0.47% |
| 2012 | 0.00% | 8.48% |
| 2011 | 0.00% | 1.90% |
| 2010 | 0.00% | 6.30% |
| 2009 | 0.00% | 13.59% |
| 2008 | 0.00% | 28.65% |
| 2007 | 0.00% | 19.01% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks