FTHY vs AEXA

Comparison between First Trust High Yield Opportunities 2027 Term Fund (FTHY, Company) and American Exceptionalism Acquisition Corp A - Class A (AEXA, Company).

Both FTHY and AEXA are from the Financial Services sector.

FTHY vs AEXA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FTHY(COMPANY)	AEXA(COMPANY)
Market Cap	$501M	$502M
Max Drawdown	41.62%	8.96%
Sharpe Ratio	-0.11	0.51
5Y Beta	0.31	0.46
Industry	Asset Management	Shell Companies
P/E Ratio	10.98	N/A
5Y Dividends CAGR	4.35%	N/A
Debt to Equity	33.30%	301.27%
Free Cash Flow Yield	6.03%	0.00%
P/S Ratio	13.13	N/A
P/B Ratio	0.91	N/A

Market Cap

FTHY

$501M

Winner

AEXA

$502M

Max Drawdown

FTHY

41.62%

Winner

AEXA

8.96%

Sharpe Ratio

FTHY

-0.11

Winner

AEXA

0.51

5Y Beta

Winner

FTHY

0.31

AEXA

0.46

Industry

FTHY

Asset Management

AEXA

Shell Companies

P/E Ratio

FTHY

10.98

AEXA

N/A

5Y Dividends CAGR

FTHY

4.35%

AEXA

N/A

Debt to Equity

Winner

FTHY

33.30%

AEXA

301.27%

Free Cash Flow Yield

Winner

FTHY

6.03%

AEXA

0.00%

P/S Ratio

FTHY

13.13

AEXA

N/A

P/B Ratio

FTHY

0.91

AEXA

N/A

FTHY vs AEXA - Historical Returns

Returns include dividend reinvestment.

Period	FTHY	AEXA
1 month	+0.99%	+3.94%
3 months	+2.33%	+4.41%
6 months	+0.56%	-1.36%
1 year	+2.79%	+9.33%
5 years(CAGR)	+2.47%	N/A
Max(CAGR)	+3.32%	+11.47%

FTHY

+0.99%

Winner

AEXA

+3.94%

FTHY

+2.33%

Winner

AEXA

+4.41%

Winner

FTHY

+0.56%

AEXA

-1.36%

FTHY

+2.79%

Winner

AEXA

+9.33%

5Y(CAGR)

FTHY

+2.47%

AEXA

N/A

Max(CAGR)

FTHY

+3.32%

Winner

AEXA

+11.47%

FTHY vs AEXA - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	FTHY	AEXA
2026	+2.22%	+1.49%
2025	+7.39%	+7.35%
2024	+15.62%	N/A
2023	+14.12%	N/A
2022	-27.13%	N/A
2021	+9.39%	N/A
2020	+4.64%	N/A

FTHY vs AEXA Drawdown Comparison

The maximum drawdown for FTHY was -31.19%, occurring on Oct 14, 2022. Recovery took 851 trading sessions.

The maximum drawdown for AEXA was -8.96%, occurring on Mar 27, 2026. Recovery took 105 trading sessions.

The current FTHY drawdown is -0.88%. The current AEXA drawdown is -2.60%.

Rank	FTHY	AEXA
#1	-31.19% Jan 11, 2022 - Jun 4, 2025	-8.96% Jan 27, 2026 - Jun 29, 2026
#2	-9.25% Jul 24, 2020 - Jul 12, 2021	-7.84% Oct 21, 2025 - Jan 15, 2026
#3	-5.68% Nov 9, 2021 - Jan 11, 2022	-3.58% Oct 15, 2025 - Oct 21, 2025
#4	-5.45% Feb 9, 2026 - May 29, 2026	-3.44% Jul 15, 2026 - Jul 21, 2026
#5	-4.31% Sep 9, 2025 - Feb 9, 2026	-2.42% Oct 8, 2025 - Oct 14, 2025
#6	-3.31% May 29, 2026 - Jun 29, 2026	-1.95% Jan 15, 2026 - Jan 27, 2026
#7	-3.28% Sep 27, 2021 - Oct 29, 2021	-0.76% Jul 6, 2026 - Jul 15, 2026
#8	-1.91% Jul 12, 2021 - Jul 22, 2021	-0.17% Jun 29, 2026 - Jul 2, 2026
#9	-1.69% Aug 30, 2021 - Sep 27, 2021	-0.09% Sep 30, 2025 - Oct 2, 2025
#10	-1.62% Jul 18, 2025 - Sep 8, 2025	N/A
#11	-1.47% Aug 2, 2021 - Aug 24, 2021	N/A
#12	-1.46% Jul 16, 2020 - Jul 24, 2020	N/A
#13	-1.36% Jul 3, 2025 - Jul 18, 2025	N/A
#14	-1.29% Jul 8, 2020 - Jul 15, 2020	N/A
#15	-1.27% Jul 22, 2021 - Aug 2, 2021	N/A