FXD vs FEMS
Comparison between FIRST TRUST CONSUMER DISCRETIONARY ALPHADEX FUND (FXD, ETF) and FIRST TRUST EMERGING MARKETS SMALL CAP ALPHADEX FUND (FEMS, ETF).
5-Year PerformanceFEMS has outperformed FXD, delivering a return of +3.5% compared to +2.9%
FXD vs FEMS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
FXD vs FEMS - Historical Returns
Returns include dividend reinvestment.
FXD vs FEMS - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | FXD | FEMS |
|---|---|---|
| 2026 | -3.34% | +6.49% |
| 2025 | +7.10% | +16.57% |
| 2024 | +11.64% | +3.33% |
| 2023 | +23.44% | +4.24% |
| 2022 | -21.71% | +0.56% |
| 2021 | +24.97% | +3.49% |
| 2020 | +12.64% | +5.77% |
| 2019 | +23.21% | +28.95% |
| 2018 | -12.65% | -23.79% |
| 2017 | +19.03% | +47.46% |
| 2016 | +6.77% | +17.27% |
| 2015 | -3.09% | -13.68% |
| 2014 | +12.15% | -5.78% |
| 2013 | +40.52% | +3.56% |
| 2012 | +15.09% | +14.75% |
| 2011 | -0.13% | N/A |
| 2010 | +30.59% | N/A |
| 2009 | +51.69% | N/A |
| 2008 | -41.59% | N/A |
| 2007 | -15.15% | N/A |
FXD vs FEMS Drawdown Comparison
The maximum drawdown for FXD was -65.27%, occurring on Mar 9, 2009. Recovery took 903 trading sessions.
The maximum drawdown for FEMS was -47.82%, occurring on Mar 23, 2020. Recovery took 742 trading sessions.
The current FXD drawdown is -7.63%. The current FEMS drawdown is -8.98%.
| Rank | FXD | FEMS |
|---|---|---|
| #1 | -65.27% Jul 9, 2007 - Feb 4, 2011 | -47.82% Jan 26, 2018 - Jan 7, 2021 |
| #2 | -49.54% Feb 19, 2020 - Nov 13, 2020 | -45.48% Mar 13, 2012 - Aug 22, 2017 |
| #3 | -33.74% Nov 16, 2021 - Mar 27, 2024 | -30.42% Jun 3, 2021 - Jul 3, 2025 |
| #4 | -26.02% Dec 4, 2024 - Aug 22, 2025 | -8.98% May 6, 2026 - Jun 5, 2026 |
| #5 | -24.03% Jul 7, 2011 - Mar 13, 2012 | -8.59% Feb 26, 2026 - Apr 10, 2026 |
| #6 | -22.16% Jan 24, 2018 - Nov 18, 2019 | -8.29% Sep 15, 2017 - Dec 29, 2017 |
| #7 | -20.18% Mar 20, 2015 - Dec 7, 2016 | -6.77% Apr 29, 2021 - May 28, 2021 |
| #8 | -14.19% Mar 26, 2012 - Jan 2, 2013 | -6.66% Oct 1, 2025 - Jan 8, 2026 |
| #9 | -13.94% Jan 13, 2026 - Mar 30, 2026 | -5.90% Feb 17, 2021 - Apr 8, 2021 |
| #10 | -12.24% Mar 28, 2024 - Oct 18, 2024 | -4.78% Jan 20, 2021 - Feb 5, 2021 |
| #11 | -11.01% Sep 8, 2025 - Jan 6, 2026 | -4.70% Apr 17, 2026 - May 6, 2026 |
| #12 | -10.15% Sep 5, 2014 - Nov 12, 2014 | -4.01% Jan 27, 2026 - Feb 11, 2026 |
| #13 | -8.68% Dec 31, 2013 - Feb 25, 2014 | -1.80% Apr 8, 2021 - Apr 16, 2021 |
| #14 | -8.66% May 12, 2011 - Jul 1, 2011 | -1.71% Sep 17, 2025 - Oct 1, 2025 |
| #15 | -7.79% Mar 7, 2014 - Jun 27, 2014 | -1.69% Jan 14, 2021 - Jan 20, 2021 |
Correlation
Correlation between FXD and FEMS is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2007 - 2026)
FXD vs FEMS dividend yield comparison.
| Year | FXD | FEMS |
|---|---|---|
| 2026 | 0.17% | 0.68% |
| 2025 | 0.80% | 4.27% |
| 2024 | 0.89% | 3.97% |
| 2023 | 0.70% | 4.65% |
| 2022 | 1.00% | 4.55% |
| 2021 | 0.62% | 6.25% |
| 2020 | 0.42% | 2.90% |
| 2019 | 0.92% | 4.37% |
| 2018 | 1.08% | 4.68% |
| 2017 | 0.93% | 3.39% |
| 2016 | 1.05% | 2.42% |
| 2015 | 0.90% | 3.28% |
| 2014 | 0.52% | 3.48% |
| 2013 | 0.35% | 1.78% |
| 2012 | 1.44% | 1.96% |
| 2011 | 0.63% | 0.00% |
| 2010 | 0.44% | 0.00% |
| 2009 | 0.46% | 0.00% |
| 2008 | 0.89% | 0.00% |
| 2007 | 0.32% | 0.00% |
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