FXH vs AIPO
Comparison between FIRST TRUST HEALTH CARE ALPHADEX FUND (FXH, ETF) and DEFIANCE AI & POWER INFRASTRUCTURE ETF (AIPO, ETF).
FXH vs AIPO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
FXH
$959M
AIPO
$958M
Expense Ratio
Winner
FXH
0.61%
AIPO
0.69%
Max Drawdown
FXH
43.70%
Winner
AIPO
17.31%
Sharpe Ratio
FXH
1.20
Winner
AIPO
1.20
5Y Beta
Winner
FXH
0.65
AIPO
2.09
P/E Ratio
FXH
29.60
Winner
AIPO
-306.39
Forward P/E
Winner
FXH
15.03
AIPO
29.53
5Y EPS CAGR
FXH
12.21%
Winner
AIPO
25.83%
Debt to Equity
Winner
FXH
51.26%
AIPO
60.38%
P/S Ratio
Winner
FXH
1.61
AIPO
4.42
P/B Ratio
Winner
FXH
3.46
AIPO
5.79
FXH vs AIPO - Holdings Comparison
FXH and AIPO have 1 common holdings. Overlap is -1.68%
FXH's top 25 holdings weight is 53.68%. AIPO's top 25 holdings weight is 78.77%.
| Rank | FXH | AIPO |
|---|---|---|
| #1 | GUARDANT HEALTH INC (GH) - 2.55% | GE VERNOVA INC (GEV) - 9.53% |
| #2 | THE CIGNA GROUP (CI) - 2.54% | VERTIV HOLDINGS CO CLASS A (VRT) - 8.33% |
| #3 | REGENERON PHARMACEUTICALS INC (REGN) - 2.50% | EATON CORP PLC (ETN) - 8.21% |
| #4 | ZIMMER BIOMET HOLDINGS INC (ZBH) - 2.46% | QUANTA SERVICES INC (PWR) - 7.66% |
| #5 | CENTENE CORP (CNC) - 2.44% | BLOOM ENERGY CORP CLASS A (BE) - 4.40% |
| #6 | DAVITA INC (DVA) - 2.44% | BROADCOM INC (AVGO) - 4.07% |
| #7 | PFIZER INC (PFE) - 2.42% | NVIDIA CORP (NVDA) - 3.98% |
| #8 | NATERA INC (NTRA) - 2.40% | CAMECO CORP (n/a) - 3.62% |
| #9 | SOLVENTUM CORP (SOLV) - 2.38% | CONSTELLATION ENERGY CORP (CEG) - 3.52% |
| #10 | BOSTON SCIENTIFIC CORP (BSX) - 2.37% | ADVANCED MICRO DEVICES INC (AMD) - 2.57% |
| #11 | MEDLINE INC ORDINARY SHARES CLASS A (MDLN) - 2.35% | DOMINION ENERGY INC (D) - 2.02% |
| #12 | UNIVERSAL HEALTH SERVICES INC CLASS B (UHS) - 2.34% | NVENT ELECTRIC PLC (NVT) - 1.97% |
| #13 | GLOBUS MEDICAL INC CLASS A (GMED) - 2.33% | VISTRA CORP (VST) - 1.96% |
| #14 | AXSOME THERAPEUTICS INC (AXSM) - 2.28% | XCEL ENERGY INC (XEL) - 1.96% |
| #15 | ENCOMPASS HEALTH CORP (EHC) - 1.91% | HUBBELL INC (HUBB) - 1.93% |
| #16 | QIAGEN NV (QGEN) - 1.85% | MASTEC INC (MTZ) - 1.93% |
| #17 | ZOETIS INC CLASS A (ZTS) - 1.82% | OTHER ASSETS AND LIABILITIES (n/a) - 1.68% |
| #18 | CORCEPT THERAPEUTICS INC (CORT) - 1.81% | STERLING INFRASTRUCTURE INC (STRL) - 1.56% |
| #19 | MEDTRONIC PLC (MDT) - 1.80% | PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 1.53% |
| #20 | TENET HEALTHCARE CORP (THC) - 1.80% | BWX TECHNOLOGIES INC (BWXT) - 1.33% |
| #21 | NEUROCRINE BIOSCIENCES INC (NBIX) - 1.79% | PG&E CORP (PCG) - 1.28% |
| #22 | RESMED INC (RMD) - 1.79% | GENERAC HOLDINGS INC (GNRC) - 1.17% |
| #23 | INCYTE CORP (INCY) - 1.78% | VALMONT INDUSTRIES INC (VMI) - 0.90% |
| #24 | ELEVANCE HEALTH INC (ELV) - 1.77% | DYCOM INDUSTRIES INC (DY) - 0.87% |
| #25 | ASCENDIS PHARMA AS (ASND) - 1.76% | ARGAN INC (AGX) - 0.79% |
| Total Holdings | 76 | 85 |
FXH vs AIPO - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FXH
+5.53%
AIPO
-7.89%
3M
Winner
FXH
+9.53%
AIPO
-0.42%
6M
FXH
+5.22%
Winner
AIPO
+24.93%
1Y
FXH
+21.18%
Winner
AIPO
+49.70%
5Y(CAGR)
FXH
+0.66%
AIPO
N/A
10Y(CAGR)
FXH
+7.43%
AIPO
N/A
Max(CAGR)
FXH
+10.08%
Winner
AIPO
+50.07%
FXH vs AIPO - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | FXH | AIPO |
|---|---|---|
| 2026 | +7.64% | +31.62% |
| 2025 | +10.05% | +8.68% |
| 2024 | -0.45% | N/A |
| 2023 | -4.09% | N/A |
| 2022 | -11.08% | N/A |
| 2021 | +16.28% | N/A |
| 2020 | +28.00% | N/A |
| 2019 | +24.04% | N/A |
| 2018 | -2.85% | N/A |
| 2017 | +20.62% | N/A |
| 2016 | -3.57% | N/A |
| 2015 | -0.05% | N/A |
| 2014 | +26.00% | N/A |
| 2013 | +44.68% | N/A |
| 2012 | +19.68% | N/A |
| 2011 | +4.62% | N/A |
| 2010 | +17.01% | N/A |
| 2009 | +48.93% | N/A |
| 2008 | -28.44% | N/A |
| 2007 | +1.50% | N/A |
FXH vs AIPO Drawdown Comparison
The maximum drawdown for FXH was -43.70%, occurring on Nov 20, 2008. Recovery took 549 trading sessions.
The maximum drawdown for AIPO was -17.31%, occurring on Dec 17, 2025. Recovery took 71 trading sessions.
The current FXH drawdown is -2.94%. The current AIPO drawdown is -12.37%.
| Rank | FXH | AIPO |
|---|---|---|
| #1 | -43.70% Oct 10, 2007 - Dec 14, 2009 | -17.31% Oct 29, 2025 - Feb 11, 2026 |
| #2 | -30.61% Feb 19, 2020 - May 28, 2020 | -16.02% Jun 22, 2026 - Jul 17, 2026 |
| #3 | -29.49% Sep 3, 2021 - Jul 2, 2026 | -13.47% Jun 2, 2026 - Jun 22, 2026 |
| #4 | -29.42% Jul 17, 2015 - Jan 2, 2018 | -11.21% Feb 25, 2026 - Apr 9, 2026 |
| #5 | -24.59% Sep 28, 2018 - Dec 23, 2019 | -9.21% Oct 15, 2025 - Oct 29, 2025 |
| #6 | -22.08% Jul 7, 2011 - Mar 26, 2012 | -8.87% May 14, 2026 - Jun 2, 2026 |
| #7 | -13.28% Mar 23, 2010 - Oct 28, 2010 | -6.14% Aug 12, 2025 - Sep 10, 2025 |
| #8 | -11.86% Jan 29, 2018 - Jun 12, 2018 | -4.26% May 6, 2026 - May 14, 2026 |
| #9 | -10.56% Mar 4, 2014 - Jun 20, 2014 | -3.64% Sep 22, 2025 - Oct 1, 2025 |
| #10 | -9.98% Feb 12, 2021 - Apr 16, 2021 | -3.41% Apr 24, 2026 - Apr 30, 2026 |
| #11 | -8.24% Aug 5, 2020 - Oct 7, 2020 | -3.02% Oct 9, 2025 - Oct 13, 2025 |
| #12 | -8.24% May 2, 2012 - Sep 4, 2012 | -2.24% Jul 30, 2025 - Aug 12, 2025 |
| #13 | -8.21% Oct 4, 2012 - Jan 7, 2013 | -1.96% Feb 11, 2026 - Feb 19, 2026 |
| #14 | -7.41% Sep 24, 2014 - Oct 24, 2014 | -1.14% Oct 6, 2025 - Oct 8, 2025 |
| #15 | -7.03% Jan 19, 2010 - Mar 2, 2010 | -1.06% Apr 20, 2026 - Apr 22, 2026 |
Correlation
Correlation between FXH and AIPO is 0.69 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.69
-101
Dividend Comparison (2010 - 2026)
FXH vs AIPO dividend yield comparison.
| Year | FXH | AIPO |
|---|---|---|
| 2026 | 0.25% | 0.00% |
| 2025 | 0.75% | 0.01% |
| 2024 | 0.41% | 0.00% |
| 2023 | 0.24% | 0.00% |
| 2022 | 0.20% | 0.00% |
| 2013 | 0.01% | 0.00% |
| 2012 | 0.43% | 0.00% |
| 2011 | 0.12% | 0.00% |
| 2010 | 0.11% | 0.00% |
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