FXG vs SDSI
Comparison between FIRST TRUST CONSUMER STAPLES ALPHADEX FUND (FXG, ETF) and AMERICAN CENTURY SHORT DURATION STRATEGIC INCOME ETF (SDSI, ETF).
FXG vs SDSI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
FXG
$219M
SDSI
$218M
Expense Ratio
FXG
0.63%
Winner
SDSI
0.32%
Max Drawdown
FXG
40.05%
Winner
SDSI
2.94%
Sharpe Ratio
FXG
0.07
Winner
SDSI
0.84
5Y Beta
FXG
0.25
Winner
SDSI
0.03
P/E Ratio
FXG
16.54
SDSI
N/A
Forward P/E
FXG
14.25
SDSI
N/A
PEG Ratio
FXG
0.13
SDSI
N/A
5Y Dividends CAGR
FXG
16.56%
SDSI
N/A
5Y EPS CAGR
FXG
14.59%
SDSI
N/A
Debt to Equity
FXG
-16.57%
SDSI
N/A
P/S Ratio
FXG
0.57
SDSI
N/A
P/B Ratio
FXG
2.26
SDSI
N/A
FXG vs SDSI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FXG
+3.89%
SDSI
+0.37%
3M
FXG
-0.68%
Winner
SDSI
+1.15%
6M
Winner
FXG
+3.04%
SDSI
+1.73%
1Y
FXG
+2.79%
Winner
SDSI
+5.04%
5Y(CAGR)
FXG
+3.31%
SDSI
N/A
10Y(CAGR)
FXG
+4.94%
SDSI
N/A
Max(CAGR)
Winner
FXG
+8.03%
SDSI
+5.86%
FXG vs SDSI - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | FXG | SDSI |
|---|---|---|
| 2026 | +5.03% | +1.29% |
| 2025 | -2.73% | +6.50% |
| 2024 | +1.53% | +5.75% |
| 2023 | +2.95% | +5.82% |
| 2022 | +2.91% | +2.05% |
| 2021 | +22.14% | N/A |
| 2020 | +5.92% | N/A |
| 2019 | +21.13% | N/A |
| 2018 | -11.58% | N/A |
| 2017 | +7.10% | N/A |
| 2016 | +5.89% | N/A |
| 2015 | +6.91% | N/A |
| 2014 | +22.08% | N/A |
| 2013 | +38.16% | N/A |
| 2012 | +10.58% | N/A |
| 2011 | +13.08% | N/A |
| 2010 | +18.79% | N/A |
| 2009 | +24.81% | N/A |
| 2008 | -24.28% | N/A |
| 2007 | -2.32% | N/A |
FXG vs SDSI Drawdown Comparison
The maximum drawdown for FXG was -38.69%, occurring on Mar 6, 2009. Recovery took 713 trading sessions.
The maximum drawdown for SDSI was -1.29%, occurring on Jul 6, 2023. Recovery took 108 trading sessions.
The current FXG drawdown is -7.71%.
| Rank | FXG | SDSI |
|---|---|---|
| #1 | -38.69% Jun 4, 2007 - Apr 1, 2010 | -1.29% May 4, 2023 - Oct 9, 2023 |
| #2 | -27.54% Dec 27, 2019 - Aug 4, 2020 | -1.29% Apr 3, 2025 - Apr 28, 2025 |
| #3 | -19.27% Jan 26, 2018 - Dec 20, 2019 | -1.17% Feb 24, 2026 - Apr 17, 2026 |
| #4 | -15.70% Apr 20, 2022 - Mar 11, 2024 | -1.17% Feb 2, 2023 - Apr 3, 2023 |
| #5 | -15.25% Jul 7, 2011 - Nov 28, 2012 | -0.95% Sep 27, 2024 - Jan 16, 2025 |
| #6 | -12.75% Feb 27, 2026 - Jun 2, 2026 | -0.65% Feb 1, 2024 - Mar 7, 2024 |
| #7 | -12.01% Nov 29, 2024 - Feb 6, 2026 | -0.58% Apr 4, 2023 - Apr 25, 2023 |
| #8 | -10.95% Jul 8, 2016 - Nov 30, 2017 | -0.55% Oct 28, 2022 - Nov 10, 2022 |
| #9 | -10.92% Apr 14, 2010 - Oct 13, 2010 | -0.54% Mar 27, 2024 - May 2, 2024 |
| #10 | -9.84% Aug 17, 2015 - Mar 16, 2016 | -0.44% Oct 9, 2023 - Nov 1, 2023 |
| #11 | -8.93% May 10, 2021 - Nov 15, 2021 | -0.39% Apr 30, 2025 - May 27, 2025 |
| #12 | -7.06% Jan 14, 2014 - Feb 20, 2014 | -0.38% May 15, 2024 - Jun 3, 2024 |
| #13 | -6.47% Jun 20, 2014 - Oct 30, 2014 | -0.38% Oct 13, 2022 - Oct 25, 2022 |
| #14 | -6.45% Mar 27, 2024 - Aug 30, 2024 | -0.37% Aug 2, 2024 - Aug 13, 2024 |
| #15 | -6.23% May 31, 2011 - Jul 1, 2011 | -0.35% Dec 15, 2022 - Jan 6, 2023 |
Correlation
Correlation between FXG and SDSI is 0.62 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.62
-101
Dividend Comparison (2007 - 2026)
FXG vs SDSI dividend yield comparison.
| Year | FXG | SDSI |
|---|---|---|
| 2026 | 0.47% | 1.95% |
| 2025 | 2.83% | 4.91% |
| 2024 | 1.70% | 5.49% |
| 2023 | 1.41% | 5.37% |
| 2022 | 1.83% | 0.98% |
| 2021 | 1.38% | 0.00% |
| 2020 | 1.41% | 0.00% |
| 2019 | 1.63% | 0.00% |
| 2018 | 2.31% | 0.00% |
| 2017 | 1.34% | 0.00% |
| 2016 | 1.72% | 0.00% |
| 2015 | 1.67% | 0.00% |
| 2014 | 1.24% | 0.00% |
| 2013 | 0.95% | 0.00% |
| 2012 | 3.21% | 0.00% |
| 2011 | 0.76% | 0.00% |
| 2010 | 1.04% | 0.00% |
| 2009 | 1.10% | 0.00% |
| 2008 | 1.77% | 0.00% |
| 2007 | 0.58% | 0.00% |
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