FTXH vs EAOR

Comparison between FIRST TRUST NASDAQ PHARMACEUTICALS ETF (FTXH, ETF) and ISHARES ESG AWARE 60/40 BALANCED ALLOCATION ETF (EAOR, ETF).

5-Year PerformanceFTXH has outperformed EAOR, delivering a return of +8.4% compared to +6.0%

FTXH vs EAOR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FTXH(ETF)	EAOR(ETF)
Net Assets	$32M	$32M
Expense Ratio	0.60%	0.18%
Max Drawdown	32.11%	24.37%
Sharpe Ratio	1.83	1.41
5Y Beta	0.54	0.57
P/E Ratio	38.35	N/A
Forward P/E	15.22	N/A
5Y Dividends CAGR	12.43%	26.86%
5Y EPS CAGR	10.34%	N/A
Debt to Equity	54.68%	N/A
P/S Ratio	2.46	N/A
P/B Ratio	4.66	N/A

Net Assets

FTXH

$32M

EAOR

$32M

Expense Ratio

FTXH

0.60%

Winner

EAOR

0.18%

Max Drawdown

FTXH

32.11%

Winner

EAOR

24.37%

Sharpe Ratio

Winner

FTXH

1.83

EAOR

1.41

5Y Beta

Winner

FTXH

0.54

EAOR

0.57

P/E Ratio

FTXH

38.35

EAOR

N/A

Forward P/E

FTXH

15.22

EAOR

N/A

5Y Dividends CAGR

FTXH

12.43%

Winner

EAOR

26.86%

5Y EPS CAGR

FTXH

10.34%

EAOR

N/A

Debt to Equity

FTXH

54.68%

EAOR

N/A

P/S Ratio

FTXH

2.46

EAOR

N/A

P/B Ratio

FTXH

4.66

EAOR

N/A

FTXH vs EAOR - Historical Returns

Returns include dividend reinvestment.

Period	FTXH	EAOR
1 month	+3.81%	+0.79%
3 months	+3.55%	+4.46%
6 months	+9.56%	+5.81%
1 year	+40.74%	+17.21%
5 years(CAGR)	+8.36%	+6.02%
10 years(CAGR)	+7.18%	N/A
Max(CAGR)	+7.18%	+8.69%

Winner

FTXH

+3.81%

EAOR

+0.79%

FTXH

+3.55%

Winner

EAOR

+4.46%

Winner

FTXH

+9.56%

EAOR

+5.81%

Winner

FTXH

+40.74%

EAOR

+17.21%

5Y(CAGR)

Winner

FTXH

+8.36%

EAOR

+6.02%

10Y(CAGR)

FTXH

+7.18%

EAOR

N/A

Max(CAGR)

FTXH

+7.18%

Winner

EAOR

+8.69%

FTXH vs EAOR - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	FTXH	EAOR
2026	+7.18%	+5.24%
2025	+23.89%	+15.80%
2024	+0.61%	+11.50%
2023	-1.51%	+14.73%
2022	+2.99%	-16.69%
2021	+7.38%	+11.02%
2020	+10.94%	+15.00%
2019	+22.13%	N/A
2018	-10.71%	N/A
2017	+19.40%	N/A
2016	-10.11%	N/A

FTXH vs EAOR Drawdown Comparison

The maximum drawdown for FTXH was -32.11%, occurring on Mar 23, 2020. Recovery took 127 trading sessions.

The maximum drawdown for EAOR was -22.91%, occurring on Oct 14, 2022. Recovery took 632 trading sessions.

The current FTXH drawdown is -0.31%. The current EAOR drawdown is -2.45%.

Rank	FTXH	EAOR
#1	-32.11% Jan 16, 2020 - Jul 20, 2020	-22.91% Nov 8, 2021 - May 15, 2024
#2	-23.42% Aug 28, 2018 - Jan 14, 2020	-10.28% Feb 19, 2025 - May 16, 2025
#3	-19.51% Aug 30, 2024 - Oct 1, 2025	-6.62% Feb 25, 2026 - Apr 17, 2026
#4	-14.62% Jan 29, 2018 - Aug 7, 2018	-5.23% Sep 2, 2020 - Nov 9, 2020
#5	-14.58% Dec 2, 2022 - Feb 22, 2024	-4.42% Jul 16, 2024 - Aug 19, 2024
#6	-14.29% Apr 8, 2022 - Nov 30, 2022	-4.20% Dec 6, 2024 - Feb 14, 2025
#7	-11.68% Sep 22, 2016 - Jun 20, 2017	-3.79% Feb 12, 2021 - Apr 5, 2021
#8	-10.14% Dec 30, 2021 - Apr 6, 2022	-3.60% Sep 3, 2021 - Nov 2, 2021
#9	-9.41% Jun 26, 2017 - Dec 7, 2017	-3.33% Oct 28, 2025 - Dec 11, 2025
#10	-8.81% Feb 27, 2024 - Jul 16, 2024	-2.76% May 7, 2021 - Jun 1, 2021
#11	-7.98% Oct 12, 2020 - Nov 9, 2020	-2.45% Jun 2, 2026 - Jun 5, 2026
#12	-7.87% Feb 8, 2021 - Aug 6, 2021	-2.43% Sep 26, 2024 - Nov 29, 2024
#13	-7.47% Feb 27, 2026 - Mar 20, 2026	-2.38% Jan 21, 2021 - Feb 5, 2021
#14	-7.13% Nov 8, 2021 - Dec 23, 2021	-2.23% Aug 23, 2024 - Sep 13, 2024
#15	-5.77% Aug 31, 2020 - Oct 9, 2020	-1.97% Jun 23, 2020 - Jul 2, 2020

Correlation

Correlation between FTXH and EAOR is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87

-101

Dividend Comparison (2016 - 2026)

FTXH vs EAOR dividend yield comparison.

Year	FTXH	EAOR
2026	0.16%	0.44%
2025	1.41%	2.45%
2024	1.66%	2.52%
2023	1.55%	2.39%
2022	1.11%	1.99%
2021	1.03%	1.39%
2020	0.82%	1.07%
2019	0.67%	0.00%
2018	0.91%	0.00%
2017	2.18%	0.00%
2016	0.19%	0.00%