FTA vs SUSC

Comparison between FIRST TRUST LARGE CAP VALUE ALPHADEX FUND (FTA, ETF) and ISHARES ESG AWARE USD CORPORATE BOND ETF (SUSC, ETF).

5-Year PerformanceFTA has outperformed SUSC, delivering a return of +10.3% compared to +0.2%

FTA vs SUSC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FTA(ETF)	SUSC(ETF)
Net Assets	$1.30B	$1.40B
Expense Ratio	0.58%	0.18%
Max Drawdown	63.75%	25.83%
Sharpe Ratio	1.76	0.34
5Y Beta	0.65	0.11
P/E Ratio	14.47	N/A
Forward P/E	12.55	N/A
PEG Ratio	0.28	N/A
5Y Dividends CAGR	9.12%	13.30%
5Y EPS CAGR	10.12%	N/A
Debt to Equity	10.33%	N/A
P/S Ratio	1.26	N/A
P/B Ratio	1.83	N/A

Net Assets

FTA

$1.30B

Winner

SUSC

$1.40B

Expense Ratio

FTA

0.58%

Winner

SUSC

0.18%

Max Drawdown

FTA

63.75%

Winner

SUSC

25.83%

Sharpe Ratio

Winner

FTA

1.76

SUSC

0.34

5Y Beta

FTA

0.65

Winner

SUSC

0.11

P/E Ratio

FTA

14.47

SUSC

N/A

Forward P/E

FTA

12.55

SUSC

N/A

PEG Ratio

FTA

0.28

SUSC

N/A

5Y Dividends CAGR

FTA

9.12%

Winner

SUSC

13.30%

5Y EPS CAGR

FTA

10.12%

SUSC

N/A

Debt to Equity

FTA

10.33%

SUSC

N/A

P/S Ratio

FTA

1.26

SUSC

N/A

P/B Ratio

FTA

1.83

SUSC

N/A

FTA vs SUSC - Historical Returns

Returns include dividend reinvestment.

Period	FTA	SUSC
1 month	+1.31%	+0.80%
3 months	+5.88%	+1.43%
6 months	+11.69%	+0.84%
1 year	+25.97%	+5.00%
5 years(CAGR)	+10.27%	+0.21%
10 years(CAGR)	+11.08%	+2.30%
Max(CAGR)	+8.33%	+2.30%

Winner

FTA

+1.31%

SUSC

+0.80%

Winner

FTA

+5.88%

SUSC

+1.43%

Winner

FTA

+11.69%

SUSC

+0.84%

Winner

FTA

+25.97%

SUSC

+5.00%

5Y(CAGR)

Winner

FTA

+10.27%

SUSC

+0.21%

10Y(CAGR)

Winner

FTA

+11.08%

SUSC

+2.30%

Max(CAGR)

Winner

FTA

+8.33%

SUSC

+2.30%

FTA vs SUSC - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	FTA	SUSC
2026	+11.10%	+0.80%
2025	+15.12%	+7.56%
2024	+9.13%	+2.77%
2023	+9.97%	+7.89%
2022	-3.95%	-15.18%
2021	+31.40%	-1.22%
2020	-0.84%	+9.45%
2019	+24.26%	+14.29%
2018	-14.15%	-2.55%
2017	+17.54%	+1.74%
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 SUSC Drawdown Comparison

The maximum drawdown for FTA was -62.45%, occurring on Mar 6, 2009. Recovery took 939 trading sessions.

The maximum drawdown for SUSC was -22.42%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The current FTA drawdown is -1.27%. The current SUSC drawdown is -1.14%.

Rank	FTA	SUSC
#1	-62.45% Jul 16, 2007 - Apr 5, 2011	-22.42% Aug 3, 2021 - Oct 20, 2022
#2	-44.97% Jan 17, 2020 - Jan 6, 2021	-18.91% Mar 6, 2020 - Jun 15, 2020
#3	-23.81% May 4, 2015 - Nov 10, 2016	-5.56% Dec 31, 2020 - Aug 2, 2021
#4	-22.28% Jan 26, 2018 - Dec 12, 2019	-4.68% Dec 29, 2017 - Mar 8, 2019
#5	-22.05% May 10, 2011 - Feb 8, 2012	-2.70% Aug 6, 2020 - Nov 30, 2020
#6	-19.80% Apr 20, 2022 - Jan 31, 2023	-2.52% Aug 28, 2019 - Nov 26, 2019
#7	-18.73% Nov 25, 2024 - Aug 22, 2025	-1.26% Jul 3, 2019 - Aug 1, 2019
#8	-14.66% Feb 2, 2023 - Feb 23, 2024	-1.11% Nov 6, 2017 - Nov 28, 2017
#9	-14.16% Mar 19, 2012 - Sep 13, 2012	-1.06% Nov 30, 2020 - Dec 29, 2020
#10	-9.09% Aug 29, 2014 - Nov 21, 2014	-0.85% Feb 3, 2020 - Feb 14, 2020
#11	-8.37% Sep 14, 2012 - Dec 18, 2012	-0.83% Dec 14, 2017 - Dec 29, 2017
#12	-6.85% Jan 14, 2022 - Apr 19, 2022	-0.77% Nov 28, 2017 - Dec 1, 2017
#13	-6.42% May 10, 2021 - Oct 20, 2021	-0.76% Mar 28, 2019 - Apr 26, 2019
#14	-6.25% Dec 29, 2014 - Feb 10, 2015	-0.72% Sep 7, 2017 - Oct 4, 2017
#15	-6.23% Dec 31, 2013 - Feb 27, 2014	-0.69% Oct 13, 2017 - Nov 3, 2017

Correlation

Correlation between FTA and SUSC is 0.47 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.47

-101

Dividend Comparison (2007 - 2026)

FTA vs SUSC dividend yield comparison.

Year	FTA	SUSC
2026	0.38%	1.88%
2025	1.89%	4.37%
2024	2.02%	4.34%
2023	2.10%	3.83%
2022	2.15%	2.97%
2021	1.54%	2.21%
2020	2.03%	2.19%
2019	1.88%	3.07%
2018	2.28%	3.33%
2017	1.53%	1.33%
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%