FSZ vs IAUG
Comparison between FIRST TRUST SWITZERLAND ALPHADEX FUND (FSZ, ETF) and International Developed Power Buffer ETF August (IAUG, ETF).
FSZ vs IAUG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FSZ
$42M
Winner
IAUG
$42M
Expense Ratio
Winner
FSZ
0.80%
IAUG
0.85%
Max Drawdown
FSZ
36.39%
Winner
IAUG
8.03%
Sharpe Ratio
FSZ
0.36
Winner
IAUG
0.73
5Y Beta
FSZ
0.49
Winner
IAUG
0.38
5Y Dividends CAGR
FSZ
16.58%
IAUG
N/A
FSZ vs IAUG - Historical Returns
Returns include dividend reinvestment.
1M
FSZ
-1.90%
Winner
IAUG
+0.49%
3M
FSZ
-1.54%
Winner
IAUG
+3.27%
6M
FSZ
+5.98%
Winner
IAUG
+6.09%
1Y
FSZ
+8.42%
Winner
IAUG
+9.59%
5Y(CAGR)
FSZ
+5.68%
IAUG
N/A
10Y(CAGR)
FSZ
+9.32%
IAUG
N/A
Max(CAGR)
FSZ
+9.22%
Winner
IAUG
+11.14%
FSZ vs IAUG - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | FSZ | IAUG |
|---|---|---|
| 2026 | +0.98% | +4.12% |
| 2025 | +29.85% | +17.63% |
| 2024 | -0.55% | -1.12% |
| 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 IAUG Drawdown Comparison
The maximum drawdown for FSZ was -34.03%, occurring on Oct 12, 2022. Recovery took 646 trading sessions.
The maximum drawdown for IAUG was -8.03%, occurring on Apr 8, 2025. Recovery took 28 trading sessions.
The current FSZ drawdown is -5.47%. The current IAUG drawdown is -0.45%.
| Rank | FSZ | IAUG |
|---|---|---|
| #1 | -34.03% Dec 29, 2021 - Jul 26, 2024 | -8.03% Mar 19, 2025 - Apr 29, 2025 |
| #2 | -33.97% Jan 22, 2020 - Sep 2, 2020 | -6.17% Sep 26, 2024 - Mar 5, 2025 |
| #3 | -24.00% Jan 26, 2018 - Jan 2, 2020 | -4.75% Feb 25, 2026 - Apr 17, 2026 |
| #4 | -19.03% May 2, 2014 - Feb 1, 2017 | -4.49% Jul 23, 2025 - Oct 20, 2025 |
| #5 | -17.37% Mar 19, 2012 - Sep 14, 2012 | -2.60% Nov 12, 2025 - Dec 3, 2025 |
| #6 | -13.93% Sep 27, 2024 - Apr 28, 2025 | -2.47% Jun 12, 2025 - Jun 27, 2025 |
| #7 | -10.39% Feb 25, 2026 - Mar 20, 2026 | -2.31% Aug 30, 2024 - Sep 19, 2024 |
| #8 | -8.29% Oct 12, 2020 - Nov 6, 2020 | -2.07% Aug 1, 2024 - Aug 13, 2024 |
| #9 | -7.65% May 8, 2013 - Jul 15, 2013 | -1.97% Jul 9, 2025 - Jul 23, 2025 |
| #10 | -7.63% Sep 2, 2021 - Nov 3, 2021 | -1.60% Mar 5, 2025 - Mar 17, 2025 |
| #11 | -7.43% Oct 17, 2012 - Dec 6, 2012 | -1.30% Oct 27, 2025 - Nov 12, 2025 |
| #12 | -7.18% Jul 23, 2025 - Dec 24, 2025 | -1.05% Jul 2, 2025 - Jul 9, 2025 |
| #13 | -5.65% Feb 16, 2021 - Apr 5, 2021 | -1.02% Apr 17, 2026 - May 6, 2026 |
| #14 | -5.29% Mar 15, 2013 - Apr 30, 2013 | -0.93% May 27, 2025 - Jun 2, 2025 |
| #15 | -5.02% Nov 15, 2021 - Dec 29, 2021 | -0.77% Dec 15, 2025 - Dec 19, 2025 |
Correlation
Correlation between FSZ and IAUG is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
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