FSZ vs FTBD
Comparison between FIRST TRUST SWITZERLAND ALPHADEX FUND (FSZ, ETF) and FIDELITY TACTICAL BOND ETF (FTBD, ETF).
FSZ vs FTBD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FSZ
$37M
FTBD
$37M
Expense Ratio
FSZ
0.80%
Winner
FTBD
0.55%
Max Drawdown
FSZ
36.39%
Winner
FTBD
9.88%
Sharpe Ratio
FSZ
-0.04
Winner
FTBD
-0.03
5Y Beta
FSZ
0.50
Winner
FTBD
0.07
5Y Dividends CAGR
FSZ
12.73%
FTBD
N/A
FSZ vs FTBD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FSZ
-0.96%
FTBD
-1.20%
3M
Winner
FSZ
+0.28%
FTBD
-0.94%
6M
FSZ
-1.50%
Winner
FTBD
-0.28%
1Y
FSZ
+0.64%
Winner
FTBD
+3.77%
5Y(CAGR)
FSZ
+5.56%
FTBD
N/A
10Y(CAGR)
FSZ
+9.78%
FTBD
N/A
Max(CAGR)
Winner
FSZ
+9.13%
FTBD
+3.98%
FSZ vs FTBD - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | FSZ | FTBD |
|---|---|---|
| 2026 | +0.87% | +0.40% |
| 2025 | +29.85% | +8.34% |
| 2024 | -0.55% | +2.34% |
| 2023 | +20.56% | +3.72% |
| 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 FTBD Drawdown Comparison
The maximum drawdown for FSZ was -34.03%, occurring on Oct 12, 2022. Recovery took 646 trading sessions.
The maximum drawdown for FTBD was -6.98%, occurring on Oct 19, 2023. Recovery took 212 trading sessions.
The current FSZ drawdown is -5.57%. The current FTBD drawdown is -1.91%.
| Rank | FSZ | FTBD |
|---|---|---|
| #1 | -34.03% Dec 29, 2021 - Jul 26, 2024 | -6.98% Feb 2, 2023 - Dec 6, 2023 |
| #2 | -33.97% Jan 22, 2020 - Sep 2, 2020 | -4.94% Sep 16, 2024 - Jun 24, 2025 |
| #3 | -24.00% Jan 26, 2018 - Jan 2, 2020 | -3.80% Dec 27, 2023 - Jun 18, 2024 |
| #4 | -19.03% May 2, 2014 - Feb 1, 2017 | -2.98% Feb 27, 2026 - Mar 27, 2026 |
| #5 | -17.37% Mar 19, 2012 - Sep 14, 2012 | -1.52% Jun 18, 2024 - Jul 5, 2024 |
| #6 | -13.93% Sep 27, 2024 - Apr 28, 2025 | -1.21% Jul 1, 2025 - Jul 29, 2025 |
| #7 | -10.39% Feb 25, 2026 - Mar 20, 2026 | -1.18% Oct 28, 2025 - Jan 14, 2026 |
| #8 | -8.29% Oct 12, 2020 - Nov 6, 2020 | -1.09% Aug 2, 2024 - Aug 14, 2024 |
| #9 | -7.65% May 8, 2013 - Jul 15, 2013 | -1.07% Jul 17, 2024 - Jul 31, 2024 |
| #10 | -7.63% Sep 2, 2021 - Nov 3, 2021 | -0.83% Sep 16, 2025 - Oct 14, 2025 |
| #11 | -7.43% Oct 17, 2012 - Dec 6, 2012 | -0.75% Aug 13, 2025 - Aug 28, 2025 |
| #12 | -7.18% Jul 23, 2025 - Dec 24, 2025 | -0.61% Dec 7, 2023 - Dec 13, 2023 |
| #13 | -5.65% Feb 16, 2021 - Apr 5, 2021 | -0.57% Aug 21, 2024 - Sep 4, 2024 |
| #14 | -5.29% Mar 15, 2013 - Apr 30, 2013 | -0.52% Jan 15, 2026 - Jan 26, 2026 |
| #15 | -5.02% Nov 15, 2021 - Dec 29, 2021 | -0.45% Aug 14, 2024 - Aug 19, 2024 |
Correlation
Correlation between FSZ and FTBD is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2012 - 2026)
FSZ vs FTBD dividend yield comparison.
| Year | FSZ | FTBD |
|---|---|---|
| 2026 | 1.69% | 2.29% |
| 2025 | 1.80% | 5.04% |
| 2024 | 1.80% | 4.76% |
| 2023 | 2.11% | 4.69% |
| 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% |
Select Stocks to Compare
Popular: FSZ vs SPYFTBD vs SPY
More Comparisons
Compare with similar stocks