FTXO vs OIA

Comparison between FIRST TRUST NASDAQ BANK ETF (FTXO, ETF) and Invesco Municipal Income Opportunities Trust (OIA, ETF).

5-Year PerformanceFTXO has outperformed OIA, delivering a return of +9.8% compared to +0.3%

FTXO vs OIA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FTXO(ETF)	OIA(ETF)
Net Assets	$302M	$301M
Expense Ratio	0.60%	N/A
Max Drawdown	57.80%	58.71%
Sharpe Ratio	0.99	1.21
5Y Beta	1.00	0.17
P/E Ratio	13.89	N/A
Forward P/E	12.52	N/A
PEG Ratio	0.45	N/A
5Y Dividends CAGR	4.81%	-1.63%
5Y EPS CAGR	9.91%	N/A
Debt to Equity	67.09%	N/A
P/S Ratio	3.83	N/A
P/B Ratio	1.43	N/A

Net Assets

Winner

FTXO

$302M

OIA

$301M

Expense Ratio

FTXO

0.60%

OIA

N/A

Max Drawdown

Winner

FTXO

57.80%

OIA

58.71%

Sharpe Ratio

FTXO

0.99

Winner

OIA

1.21

5Y Beta

FTXO

1.00

Winner

OIA

0.17

P/E Ratio

FTXO

13.89

OIA

N/A

Forward P/E

FTXO

12.52

OIA

N/A

PEG Ratio

FTXO

0.45

OIA

N/A

5Y Dividends CAGR

Winner

FTXO

4.81%

OIA

-1.63%

5Y EPS CAGR

FTXO

9.91%

OIA

N/A

Debt to Equity

FTXO

67.09%

OIA

N/A

P/S Ratio

FTXO

3.83

OIA

N/A

P/B Ratio

FTXO

1.43

OIA

N/A

FTXO vs OIA - Historical Returns

Returns include dividend reinvestment.

Period	FTXO	OIA
1 month	+3.96%	+2.95%
3 months	+8.56%	+3.77%
6 months	+9.97%	+4.22%
1 year	+25.11%	+18.04%
5 years(CAGR)	+9.79%	+0.31%
10 years(CAGR)	+10.33%	+2.73%
Max(CAGR)	+10.33%	+4.93%

Winner

FTXO

+3.96%

OIA

+2.95%

Winner

FTXO

+8.56%

OIA

+3.77%

Winner

FTXO

+9.97%

OIA

+4.22%

Winner

FTXO

+25.11%

OIA

+18.04%

5Y(CAGR)

Winner

FTXO

+9.79%

OIA

+0.31%

10Y(CAGR)

Winner

FTXO

+10.33%

OIA

+2.73%

Max(CAGR)

Winner

FTXO

+10.33%

OIA

+4.93%

FTXO vs OIA - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	FTXO	OIA
2026	+11.43%	+7.50%
2025	+21.84%	+6.44%
2024	+27.87%	-4.20%
2023	-0.08%	+7.17%
2022	-20.09%	-17.71%
2021	+40.98%	+6.09%
2020	-13.08%	+4.68%
2019	+27.81%	+17.64%
2018	-21.97%	-8.99%
2017	+13.86%	+17.32%
2016	+26.36%	+3.43%
2015	N/A	+10.72%
2014	N/A	+18.25%
2013	N/A	-12.44%
2012	N/A	+16.13%
2011	N/A	+16.63%
2010	N/A	+6.34%
2009	N/A	+37.16%
2008	N/A	-32.05%
2007	N/A	-21.12%
2006	N/A	+20.62%
2005	N/A	+21.06%
2004	N/A	+12.12%
2003	N/A	+3.36%
2002	N/A	-0.03%
2001	N/A	-0.47%
2000	N/A	+8.10%
1999	N/A	-5.35%

FTXO vs OIA Drawdown Comparison

The maximum drawdown for FTXO was -55.24%, occurring on Mar 23, 2020. Recovery took 742 trading sessions.

The maximum drawdown for OIA was -55.23%, occurring on Oct 10, 2008. Recovery took 1283 trading sessions.

The current FTXO drawdown is -1.63%. The current OIA drawdown is -4.08%.

Rank	FTXO	OIA
#1	-55.24% Mar 9, 2018 - Feb 19, 2021	-55.23% May 11, 2007 - Jun 13, 2012
#2	-46.57% Jan 14, 2022 - Nov 6, 2024	-34.85% Aug 30, 2021 - Oct 27, 2023
#3	-25.83% Nov 25, 2024 - Jul 3, 2025	-31.78% Feb 24, 2020 - Dec 31, 2020
#4	-16.69% Feb 6, 2026 - Jun 23, 2026	-22.39% Nov 26, 2012 - Jan 12, 2015
#5	-14.20% Jun 1, 2021 - Sep 27, 2021	-19.90% Sep 6, 2000 - Feb 12, 2001
#6	-12.81% Mar 1, 2017 - Oct 26, 2017	-14.09% Sep 30, 2016 - May 31, 2017
#7	-11.30% Oct 22, 2021 - Jan 6, 2022	-13.06% Sep 10, 2018 - Mar 21, 2019
#8	-9.10% Sep 18, 2025 - Dec 3, 2025	-11.94% Oct 7, 2002 - Jun 11, 2003
#9	-8.07% Feb 1, 2018 - Mar 9, 2018	-11.02% Nov 5, 1999 - Jul 19, 2000
#10	-7.91% Mar 12, 2021 - Apr 29, 2021	-11.02% Mar 9, 2004 - Oct 6, 2004
#11	-6.43% Jul 23, 2025 - Aug 22, 2025	-10.80% Aug 31, 2001 - Sep 3, 2002
#12	-5.36% Feb 24, 2021 - Mar 8, 2021	-9.53% Nov 7, 2005 - Jan 5, 2006
#13	-5.00% Oct 27, 2017 - Nov 29, 2017	-9.10% Jun 16, 2003 - Mar 8, 2004
#14	-4.45% Jan 4, 2017 - Jan 25, 2017	-8.65% Dec 27, 2017 - Aug 29, 2018
#15	-4.08% Jan 6, 2026 - Feb 3, 2026	-7.54% Apr 12, 2019 - Aug 6, 2019

Correlation

Correlation between FTXO and OIA is 0.63 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.63

-101

Dividend Comparison (2000 - 2026)

FTXO vs OIA dividend yield comparison.

Year	FTXO	OIA
2026	0.78%	3.27%
2025	1.92%	5.81%
2024	2.18%	5.87%
2023	3.20%	5.09%
2022	2.94%	5.68%
2021	1.64%	4.69%
2020	2.74%	4.81%
2019	2.53%	4.88%
2018	3.51%	5.84%
2017	1.09%	5.16%
2016	0.17%	5.58%
2015	0.00%	5.40%
2014	0.00%	5.85%
2013	0.00%	6.77%
2012	0.00%	5.74%
2011	0.00%	6.31%
2010	0.00%	6.80%
2009	0.00%	6.98%
2008	0.00%	10.17%
2007	0.00%	7.22%
2006	0.00%	5.61%
2005	0.00%	6.07%
2004	0.00%	6.46%
2003	0.00%	7.31%
2002	0.00%	7.50%
2001	0.00%	7.31%
2000	0.00%	3.07%