FTA vs JFLX
Comparison between FIRST TRUST LARGE CAP VALUE ALPHADEX FUND (FTA, ETF) and JPMorgan Flexible Debt ETF (JFLX, ETF).
FTA vs JFLX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FTA
$1.30B
JFLX
$1.30B
Expense Ratio
FTA
0.58%
Winner
JFLX
0.45%
Max Drawdown
FTA
63.75%
Winner
JFLX
2.76%
Sharpe Ratio
Winner
FTA
1.87
JFLX
0.30
5Y Beta
FTA
0.66
Winner
JFLX
0.13
P/E Ratio
FTA
15.32
JFLX
N/A
Forward P/E
FTA
12.86
JFLX
N/A
PEG Ratio
FTA
0.20
JFLX
N/A
5Y Dividends CAGR
FTA
9.12%
JFLX
N/A
5Y EPS CAGR
FTA
12.58%
JFLX
N/A
Debt to Equity
FTA
43.65%
JFLX
N/A
P/S Ratio
FTA
1.35
JFLX
N/A
P/B Ratio
FTA
2.00
JFLX
N/A
FTA vs JFLX - Historical Returns
Returns include dividend reinvestment.
1M
FTA
-0.04%
Winner
JFLX
+1.03%
3M
Winner
FTA
+0.48%
JFLX
+0.19%
6M
Winner
FTA
+13.81%
JFLX
+2.15%
1Y
FTA
+28.05%
JFLX
N/A
5Y(CAGR)
FTA
+8.72%
JFLX
N/A
10Y(CAGR)
FTA
+11.20%
JFLX
N/A
Max(CAGR)
Winner
FTA
+8.23%
JFLX
+4.46%
FTA vs JFLX - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | FTA | JFLX |
|---|---|---|
| 2026 | +8.09% | +1.30% |
| 2025 | +15.12% | +1.26% |
| 2024 | +9.13% | N/A |
| 2023 | +9.97% | N/A |
| 2022 | -3.95% | N/A |
| 2021 | +31.40% | N/A |
| 2020 | -0.84% | N/A |
| 2019 | +24.26% | N/A |
| 2018 | -14.15% | N/A |
| 2017 | +17.54% | N/A |
| 2016 | +24.84% | N/A |
| 2015 | -10.33% | N/A |
| 2014 | +12.03% | N/A |
| 2013 | +30.87% | N/A |
| 2012 | +16.19% | N/A |
| 2011 | +0.24% | N/A |
| 2010 | +16.89% | N/A |
| 2009 | +36.30% | N/A |
| 2008 | -34.59% | N/A |
| 2007 | -11.77% | N/A |
FTA vs JFLX Drawdown Comparison
The maximum drawdown for FTA was -62.45%, occurring on Mar 6, 2009. Recovery took 939 trading sessions.
The maximum drawdown for JFLX was -2.36%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The current FTA drawdown is -1.89%. The current JFLX drawdown is -0.19%.
| Rank | FTA | JFLX |
|---|---|---|
| #1 | -62.45% Jul 16, 2007 - Apr 5, 2011 | -2.36% Feb 27, 2026 - Mar 27, 2026 |
| #2 | -44.97% Jan 17, 2020 - Jan 6, 2021 | -0.56% Oct 28, 2025 - Nov 28, 2025 |
| #3 | -23.81% May 4, 2015 - Nov 10, 2016 | -0.52% Oct 1, 2025 - Oct 15, 2025 |
| #4 | -22.28% Jan 26, 2018 - Dec 12, 2019 | -0.38% Dec 3, 2025 - Dec 19, 2025 |
| #5 | -22.05% May 10, 2011 - Feb 8, 2012 | -0.24% Jan 29, 2026 - Feb 6, 2026 |
| #6 | -19.80% Apr 20, 2022 - Jan 31, 2023 | -0.21% Jan 13, 2026 - Jan 23, 2026 |
| #7 | -18.73% Nov 25, 2024 - Aug 22, 2025 | -0.19% Nov 28, 2025 - Dec 2, 2025 |
| #8 | -14.66% Feb 2, 2023 - Feb 23, 2024 | -0.16% Feb 17, 2026 - Feb 26, 2026 |
| #9 | -14.16% Mar 19, 2012 - Sep 13, 2012 | -0.07% Dec 30, 2025 - Jan 2, 2026 |
| #10 | -9.09% Aug 29, 2014 - Nov 21, 2014 | -0.06% Oct 20, 2025 - Oct 23, 2025 |
| #11 | -8.37% Sep 14, 2012 - Dec 18, 2012 | -0.04% Feb 10, 2026 - Feb 13, 2026 |
| #12 | -6.85% Jan 14, 2022 - Apr 19, 2022 | -0.02% Jan 5, 2026 - Jan 7, 2026 |
| #13 | -6.42% May 10, 2021 - Oct 20, 2021 | -0.02% Jan 7, 2026 - Jan 9, 2026 |
| #14 | -6.25% Dec 29, 2014 - Feb 10, 2015 | -0.02% Sep 29, 2025 - Oct 1, 2025 |
| #15 | -6.23% Dec 31, 2013 - Feb 27, 2014 | -0.02% Dec 19, 2025 - Dec 23, 2025 |
Correlation
Correlation between FTA and JFLX is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
0.86
-101
Dividend Comparison (2007 - 2026)
FTA vs JFLX dividend yield comparison.
| Year | FTA | JFLX |
|---|---|---|
| 2026 | 0.39% | 1.65% |
| 2025 | 1.89% | 1.27% |
| 2024 | 2.02% | 0.00% |
| 2023 | 2.10% | 0.00% |
| 2022 | 2.15% | 0.00% |
| 2021 | 1.54% | 0.00% |
| 2020 | 2.03% | 0.00% |
| 2019 | 1.88% | 0.00% |
| 2018 | 2.28% | 0.00% |
| 2017 | 1.53% | 0.00% |
| 2016 | 1.56% | 0.00% |
| 2015 | 2.05% | 0.00% |
| 2014 | 1.79% | 0.00% |
| 2013 | 1.53% | 0.00% |
| 2012 | 2.49% | 0.00% |
| 2011 | 1.43% | 0.00% |
| 2010 | 1.27% | 0.00% |
| 2009 | 1.56% | 0.00% |
| 2008 | 2.85% | 0.00% |
| 2007 | 0.96% | 0.00% |
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