FXD vs PIE
Comparison between FIRST TRUST CONSUMER DISCRETIONARY ALPHADEX FUND (FXD, ETF) and INVESCO DORSEY WRIGHT EMERGING MARKETS MOMENTUM ETF (PIE, ETF).
5-Year PerformancePIE has outperformed FXD, delivering a return of +5.5% compared to +3.4%
FXD vs PIE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
FXD
$267M
PIE
$266M
Expense Ratio
Winner
FXD
0.60%
PIE
0.90%
Max Drawdown
Winner
FXD
65.66%
PIE
73.06%
Sharpe Ratio
FXD
0.20
Winner
PIE
1.55
5Y Beta
FXD
1.01
Winner
PIE
0.90
P/E Ratio
FXD
17.08
PIE
N/A
Forward P/E
FXD
14.92
PIE
N/A
PEG Ratio
FXD
0.12
PIE
N/A
5Y Dividends CAGR
Winner
FXD
30.66%
PIE
18.17%
5Y EPS CAGR
FXD
11.92%
PIE
N/A
Debt to Equity
FXD
-6.38%
PIE
N/A
P/S Ratio
FXD
0.82
PIE
N/A
P/B Ratio
FXD
2.52
PIE
N/A
FXD vs PIE - Holdings Comparison
FXD and PIE have 0 common holdings. Overlap is 0.00%
FXD's top 25 holdings weight is 37.18%. PIE's top 25 holdings weight is 48.31%.
| Rank | FXD | PIE |
|---|---|---|
| #1 | DELTA AIR LINES INC (DAL) - 1.88% | TOPCO SCIENTIFIC CO LTD (n/a) - 3.05% |
| #2 | MACY'S INC (M) - 1.74% | UNITED INTEGRATED SERVICES CO LTD (n/a) - 2.87% |
| #3 | SIRIUS XM HOLDINGS INC (SIRI) - 1.71% | ACCTON TECHNOLOGY CORP (n/a) - 2.80% |
| #4 | HARLEY-DAVIDSON INC (HOG) - 1.61% | n/a (n/a) - 2.80% |
| #5 | TOLL BROTHERS INC (TOL) - 1.61% | MARKETECH INTERNATIONAL CORP (n/a) - 2.73% |
| #6 | PENSKE AUTOMOTIVE GROUP INC (PAG) - 1.60% | SIGURD MICROELECTRONICS CORP (n/a) - 2.57% |
| #7 | D.R. HORTON INC (DHI) - 1.58% | NAN YA PRINTED CIRCUIT BOARD CORP (n/a) - 2.44% |
| #8 | PULTEGROUP INC (PHM) - 1.56% | n/a (n/a) - 2.39% |
| #9 | LITHIA MOTORS INC CLASS A (LAD) - 1.55% | WANGUO GOLD GROUP LTD (n/a) - 2.37% |
| #10 | GENTEX CORP (GNTX) - 1.54% | KINSUS INTERCONNECT TECHNOLOGY CORP (n/a) - 1.86% |
| #11 | UNITED AIRLINES HOLDINGS INC (UAL) - 1.51% | CHROMA ATE INC (n/a) - 1.81% |
| #12 | LEAR CORP (LEA) - 1.48% | SUPREME ELECTRONICS CO LTD (n/a) - 1.75% |
| #13 | VIKING HOLDINGS LTD (VIK) - 1.46% | ZIJIN MINING GROUP CO LTD CLASS H (n/a) - 1.73% |
| #14 | LYFT INC CLASS A (LYFT) - 1.46% | UNIMICRON TECHNOLOGY CORP (n/a) - 1.70% |
| #15 | ALASKA AIR GROUP INC (ALK) - 1.45% | ASE TECHNOLOGY HOLDING CO LTD (n/a) - 1.67% |
| #16 | BOYD GAMING CORP (BYD) - 1.43% | MAGYAR TELEKOM TELECOMMUNICATIONS PLC (n/a) - 1.66% |
| #17 | PVH CORP (PVH) - 1.42% | n/a (n/a) - 1.50% |
| #18 | LENNAR CORP CLASS A (LEN) - 1.39% | ASELSAN ELEKTRONIK SANAYI VE TICARET AS (n/a) - 1.47% |
| #19 | YETI HOLDINGS INC (YETI) - 1.38% | MEGA UNION TECHNOLOGY INC (n/a) - 1.45% |
| #20 | THE WALT DISNEY CO (DIS) - 1.33% | TRIPOD TECHNOLOGY CORP (n/a) - 1.44% |
| #21 | n/a (UHAL-B) - 1.32% | WINWAY TECHNOLOGY CO LTD ORDINARY SHARES (n/a) - 1.31% |
| #22 | CARMAX INC (KMX) - 1.30% | BIZLINK HOLDING INC (n/a) - 1.27% |
| #23 | BURLINGTON STORES INC (BURL) - 1.30% | VUKILE PROPERTY FUND LTD (n/a) - 1.27% |
| #24 | VERSANT MEDIA GROUP INC CLASS A (VSNT) - 1.30% | KING SLIDE WORKS CO LTD (n/a) - 1.20% |
| #25 | MATTEL INC (MAT) - 1.27% | NAN YA PLASTICS CORP (n/a) - 1.20% |
| Total Holdings | 119 | 110 |
FXD vs PIE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FXD
+0.62%
PIE
-8.76%
3M
FXD
-3.27%
Winner
PIE
+5.92%
6M
FXD
-3.04%
Winner
PIE
+22.10%
1Y
FXD
+6.03%
Winner
PIE
+49.53%
5Y(CAGR)
FXD
+3.43%
Winner
PIE
+5.53%
10Y(CAGR)
FXD
+7.73%
Winner
PIE
+9.29%
Max(CAGR)
Winner
FXD
+7.48%
PIE
+2.71%
FXD vs PIE - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | FXD | PIE |
|---|---|---|
| 2026 | -0.17% | +31.37% |
| 2025 | +7.10% | +25.76% |
| 2024 | +11.64% | +1.38% |
| 2023 | +23.44% | +12.56% |
| 2022 | -21.71% | -28.77% |
| 2021 | +24.97% | +12.85% |
| 2020 | +12.64% | +18.03% |
| 2019 | +23.21% | +25.13% |
| 2018 | -12.65% | -22.83% |
| 2017 | +19.03% | +41.02% |
| 2016 | +6.77% | +2.26% |
| 2015 | -3.09% | -13.21% |
| 2014 | +12.15% | -0.27% |
| 2013 | +40.52% | -2.46% |
| 2012 | +15.09% | +14.98% |
| 2011 | -0.13% | -13.39% |
| 2010 | +30.59% | +21.08% |
| 2009 | +51.69% | +53.15% |
| 2008 | -41.59% | -62.20% |
| 2007 | -15.15% | +0.56% |
FXD vs PIE Drawdown Comparison
The maximum drawdown for FXD was -65.27%, occurring on Mar 9, 2009. Recovery took 903 trading sessions.
The maximum drawdown for PIE was -72.98%, occurring on Mar 2, 2009. Recovery took 3259 trading sessions.
The current FXD drawdown is -4.61%. The current PIE drawdown is -8.76%.
| Rank | FXD | PIE |
|---|---|---|
| #1 | -65.27% Jul 9, 2007 - Feb 4, 2011 | -72.98% Jan 10, 2008 - Dec 18, 2020 |
| #2 | -49.54% Feb 19, 2020 - Nov 13, 2020 | -40.31% Jul 15, 2021 - Jan 6, 2026 |
| #3 | -33.74% Nov 16, 2021 - Mar 27, 2024 | -12.87% Feb 17, 2021 - Jun 1, 2021 |
| #4 | -26.02% Dec 4, 2024 - Aug 22, 2025 | -12.61% Jun 22, 2026 - Jul 20, 2026 |
| #5 | -24.03% Jul 7, 2011 - Mar 13, 2012 | -9.87% Feb 27, 2026 - Apr 10, 2026 |
| #6 | -22.16% Jan 24, 2018 - Nov 18, 2019 | -7.85% May 26, 2026 - Jun 15, 2026 |
| #7 | -20.18% Mar 20, 2015 - Dec 7, 2016 | -6.90% May 11, 2026 - May 26, 2026 |
| #8 | -14.19% Mar 26, 2012 - Jan 2, 2013 | -5.39% Jan 25, 2021 - Feb 2, 2021 |
| #9 | -13.94% Jan 13, 2026 - Mar 30, 2026 | -4.89% Jan 28, 2026 - Feb 11, 2026 |
| #10 | -12.24% Mar 28, 2024 - Oct 18, 2024 | -2.98% Jun 15, 2026 - Jun 18, 2026 |
| #11 | -11.01% Sep 8, 2025 - Jan 6, 2026 | -2.18% Apr 22, 2026 - Apr 24, 2026 |
| #12 | -10.15% Sep 5, 2014 - Nov 12, 2014 | -1.92% Jun 1, 2021 - Jun 21, 2021 |
| #13 | -8.68% Dec 31, 2013 - Feb 25, 2014 | -1.86% Jan 14, 2021 - Jan 19, 2021 |
| #14 | -8.66% May 12, 2011 - Jul 1, 2011 | -1.85% Jul 7, 2021 - Jul 15, 2021 |
| #15 | -7.79% Mar 7, 2014 - Jun 27, 2014 | -1.46% Dec 31, 2007 - Jan 7, 2008 |
Correlation
Correlation between FXD and PIE is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
0.83
-101
Dividend Comparison (2007 - 2026)
FXD vs PIE dividend yield comparison.
| Year | FXD | PIE |
|---|---|---|
| 2026 | 0.31% | 0.78% |
| 2025 | 0.80% | 2.28% |
| 2024 | 0.89% | 2.33% |
| 2023 | 0.70% | 2.59% |
| 2022 | 1.00% | 3.45% |
| 2021 | 0.62% | 1.28% |
| 2020 | 0.42% | 1.32% |
| 2019 | 0.92% | 2.29% |
| 2018 | 1.08% | 3.32% |
| 2017 | 0.93% | 1.63% |
| 2016 | 1.05% | 1.48% |
| 2015 | 0.90% | 0.80% |
| 2014 | 0.52% | 0.53% |
| 2013 | 0.35% | 1.23% |
| 2012 | 1.44% | 0.68% |
| 2011 | 0.63% | 0.80% |
| 2010 | 0.44% | 0.34% |
| 2009 | 0.46% | 0.71% |
| 2008 | 0.89% | 0.67% |
| 2007 | 0.32% | 0.00% |
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