FSZ vs FCBD
Comparison between FIRST TRUST SWITZERLAND ALPHADEX FUND (FSZ, ETF) and FRONTIER ASSET CORE BOND ETF (FCBD, ETF).
FSZ vs FCBD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FSZ
$41M
Winner
FCBD
$41M
Expense Ratio
Winner
FSZ
0.80%
FCBD
0.84%
Max Drawdown
FSZ
36.39%
Winner
FCBD
2.76%
Sharpe Ratio
Winner
FSZ
0.38
FCBD
0.03
5Y Beta
FSZ
0.49
Winner
FCBD
0.01
5Y Dividends CAGR
FSZ
16.58%
FCBD
N/A
FSZ vs FCBD - Holdings Comparison
FSZ and FCBD have 0 common holdings. Overlap is 0.00%
FSZ's top 25 holdings weight is 81.39%. FCBD's top 25 holdings weight is 98.91%.
| Rank | FSZ | FCBD |
|---|---|---|
| #1 | SANDOZ GROUP AG REGISTERED SHARES (n/a) - 4.73% | VANGUARD INTMDT-TERM TRS ETF (VGIT) - 24.77% |
| #2 | SFS GROUP AG (n/a) - 4.71% | TCW FLEXIBLE INCOME ETF (FLXR) - 24.19% |
| #3 | GALDERMA GROUP AG REGISTERED SHARES (n/a) - 4.00% | JPMORGAN CORE PLUS BOND ETF (JCPB) - 18.39% |
| #4 | SWISSCOM AG (n/a) - 3.99% | REGAN FLOATING RATE MBS ETF (MBSF) - 9.92% |
| #5 | BARRY CALLEBAUT AG (n/a) - 3.93% | WISDOMTREE FLOATING RATE TREASURY ETF (USFR) - 9.85% |
| #6 | VAT GROUP AG (n/a) - 3.81% | JPMORGAN ULTRA-SHORT INCOME ETF (JPST) - 6.46% |
| #7 | HOLCIM LTD (n/a) - 3.81% | ISHARES INVESTMENT GRADE SYSTMTC BD ETF (IGEB) - 5.33% |
| #8 | GALENICA LTD (n/a) - 3.60% | N/A |
| #9 | BUCHER INDUSTRIES AG (n/a) - 3.55% | N/A |
| #10 | SIG GROUP AG ORDINARY SHARES (n/a) - 3.50% | N/A |
| #11 | PSP SWISS PROPERTY AG (n/a) - 3.46% | N/A |
| #12 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 3.36% | N/A |
| #13 | UBS GROUP AG REGISTERED SHARES (n/a) - 3.28% | N/A |
| #14 | AVOLTA AG (n/a) - 3.22% | N/A |
| #15 | EFG INTERNATIONAL AG (n/a) - 3.05% | N/A |
| #16 | BKW AG (n/a) - 2.98% | N/A |
| #17 | EMMI AG (n/a) - 2.89% | N/A |
| #18 | ADECCO GROUP AG (n/a) - 2.82% | N/A |
| #19 | VONTOBEL HOLDING AG (n/a) - 2.74% | N/A |
| #20 | NOVARTIS AG REGISTERED SHARES (n/a) - 2.73% | N/A |
| #21 | DKSH HOLDING LTD (n/a) - 2.73% | N/A |
| #22 | COMPAGNIE FINANCIERE RICHEMONT SA CLASS A (n/a) - 2.26% | N/A |
| #23 | AMRIZE LTD REGISTERED SHARE (AMRZ) - 2.24% | N/A |
| #24 | FLUGHAFEN ZUERICH AG (n/a) - 2.16% | N/A |
| #25 | LUZERNER KANTONALBANK AG (n/a) - 1.84% | N/A |
| Total Holdings | 43 | 7 |
FSZ vs FCBD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FSZ
-0.15%
FCBD
-0.21%
3M
FSZ
-1.54%
Winner
FCBD
-0.50%
6M
Winner
FSZ
+5.21%
FCBD
+0.45%
1Y
Winner
FSZ
+8.60%
FCBD
+3.85%
5Y(CAGR)
FSZ
+5.79%
FCBD
N/A
10Y(CAGR)
FSZ
+9.29%
FCBD
N/A
Max(CAGR)
Winner
FSZ
+9.21%
FCBD
+4.40%
FSZ vs FCBD - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | FSZ | FCBD |
|---|---|---|
| 2026 | +0.78% | +0.22% |
| 2025 | +29.85% | +6.20% |
| 2024 | -0.55% | +0.04% |
| 2023 | +20.56% | N/A |
| 2022 | -20.20% | N/A |
| 2021 | +17.95% | N/A |
| 2020 | +12.67% | N/A |
| 2019 | +26.85% | N/A |
| 2018 | -15.49% | N/A |
| 2017 | +31.37% | N/A |
| 2016 | +5.61% | N/A |
| 2015 | +7.14% | N/A |
| 2014 | -4.00% | N/A |
| 2013 | +28.37% | N/A |
| 2012 | +8.63% | N/A |
FSZ vs FCBD Drawdown Comparison
The maximum drawdown for FSZ was -34.03%, occurring on Oct 12, 2022. Recovery took 646 trading sessions.
The maximum drawdown for FCBD was -1.64%, occurring on May 19, 2026. This drawdown has not yet recovered.
The current FSZ drawdown is -5.65%. The current FCBD drawdown is -1.08%.
| Rank | FSZ | FCBD |
|---|---|---|
| #1 | -34.03% Dec 29, 2021 - Jul 26, 2024 | -1.64% Feb 27, 2026 - May 19, 2026 |
| #2 | -33.97% Jan 22, 2020 - Sep 2, 2020 | -1.57% Apr 4, 2025 - Apr 30, 2025 |
| #3 | -24.00% Jan 26, 2018 - Jan 2, 2020 | -0.98% Apr 30, 2025 - Jun 4, 2025 |
| #4 | -19.03% May 2, 2014 - Feb 1, 2017 | -0.65% Feb 5, 2025 - Feb 21, 2025 |
| #5 | -17.37% Mar 19, 2012 - Sep 14, 2012 | -0.63% Jan 2, 2025 - Jan 16, 2025 |
| #6 | -13.93% Sep 27, 2024 - Apr 28, 2025 | -0.55% Jun 30, 2025 - Jul 22, 2025 |
| #7 | -10.39% Feb 25, 2026 - Mar 20, 2026 | -0.50% Oct 28, 2025 - Nov 24, 2025 |
| #8 | -8.29% Oct 12, 2020 - Nov 6, 2020 | -0.48% Nov 26, 2025 - Dec 26, 2025 |
| #9 | -7.65% May 8, 2013 - Jul 15, 2013 | -0.45% Jun 4, 2025 - Jun 11, 2025 |
| #10 | -7.63% Sep 2, 2021 - Nov 3, 2021 | -0.45% Sep 16, 2025 - Oct 10, 2025 |
| #11 | -7.43% Oct 17, 2012 - Dec 6, 2012 | -0.41% Mar 3, 2025 - Mar 31, 2025 |
| #12 | -7.18% Jul 23, 2025 - Dec 24, 2025 | -0.39% Jan 14, 2026 - Feb 5, 2026 |
| #13 | -5.65% Feb 16, 2021 - Apr 5, 2021 | -0.25% Aug 13, 2025 - Aug 22, 2025 |
| #14 | -5.29% Mar 15, 2013 - Apr 30, 2013 | -0.24% Jun 12, 2025 - Jun 20, 2025 |
| #15 | -5.02% Nov 15, 2021 - Dec 29, 2021 | -0.19% Oct 21, 2025 - Oct 28, 2025 |
Correlation
Correlation between FSZ and FCBD is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2012 - 2026)
FSZ vs FCBD dividend yield comparison.
| Year | FSZ | FCBD |
|---|---|---|
| 2026 | 0.67% | 0.66% |
| 2025 | 1.80% | 4.34% |
| 2024 | 1.80% | 0.08% |
| 2023 | 2.11% | 0.00% |
| 2022 | 3.50% | 0.00% |
| 2021 | 1.62% | 0.00% |
| 2020 | 1.53% | 0.00% |
| 2019 | 2.01% | 0.00% |
| 2018 | 2.29% | 0.00% |
| 2017 | 1.49% | 0.00% |
| 2016 | 1.93% | 0.00% |
| 2015 | 1.08% | 0.00% |
| 2014 | 1.89% | 0.00% |
| 2013 | 1.91% | 0.00% |
| 2012 | 2.07% | 0.00% |
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