FXH vs BILZ
Comparison between FIRST TRUST HEALTH CARE ALPHADEX FUND (FXH, ETF) and PIMCO ULTRA SHORT GOVERNMENT ACTIVE EXCHANGE-TRADED FUND (BILZ, ETF).
FXH vs BILZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FXH
$874M
Winner
BILZ
$874M
Expense Ratio
FXH
0.61%
Winner
BILZ
0.14%
Max Drawdown
FXH
43.70%
Winner
BILZ
0.58%
Sharpe Ratio
FXH
0.75
Winner
BILZ
1.21
5Y Beta
FXH
0.66
Winner
BILZ
-0.00
P/E Ratio
FXH
20.68
BILZ
N/A
Forward P/E
FXH
14.13
BILZ
N/A
PEG Ratio
FXH
0.06
BILZ
N/A
5Y EPS CAGR
FXH
7.88%
BILZ
N/A
Debt to Equity
FXH
83.89%
BILZ
N/A
P/S Ratio
FXH
1.06
BILZ
N/A
P/B Ratio
FXH
2.93
BILZ
N/A
FXH vs BILZ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FXH
+3.26%
BILZ
+0.32%
3M
Winner
FXH
+4.48%
BILZ
+0.93%
6M
FXH
+0.87%
Winner
BILZ
+1.78%
1Y
Winner
FXH
+15.32%
BILZ
+3.95%
5Y(CAGR)
FXH
+0.95%
BILZ
N/A
10Y(CAGR)
FXH
+7.17%
BILZ
N/A
Max(CAGR)
Winner
FXH
+9.84%
BILZ
+4.51%
FXH vs BILZ - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | FXH | BILZ |
|---|---|---|
| 2026 | +1.94% | +1.49% |
| 2025 | +10.05% | +4.20% |
| 2024 | -0.45% | +5.24% |
| 2023 | -4.09% | +2.33% |
| 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 BILZ Drawdown Comparison
The maximum drawdown for FXH was -43.70%, occurring on Nov 20, 2008. Recovery took 549 trading sessions.
The maximum drawdown for BILZ was -0.52%, occurring on Jun 23, 2023. Recovery took 24 trading sessions.
The current FXH drawdown is -7.30%.
| Rank | FXH | BILZ |
|---|---|---|
| #1 | -43.70% Oct 10, 2007 - Dec 14, 2009 | -0.52% Jun 22, 2023 - Jul 27, 2023 |
| #2 | -30.61% Feb 19, 2020 - May 28, 2020 | -0.17% Jul 26, 2024 - Jul 30, 2024 |
| #3 | -29.49% Sep 3, 2021 - Oct 27, 2023 | -0.02% Jul 27, 2023 - Jul 31, 2023 |
| #4 | -29.42% Jul 17, 2015 - Jan 2, 2018 | -0.02% Feb 6, 2024 - Feb 8, 2024 |
| #5 | -24.59% Sep 28, 2018 - Dec 23, 2019 | -0.02% Oct 27, 2023 - Oct 31, 2023 |
| #6 | -22.08% Jul 7, 2011 - Mar 26, 2012 | -0.02% May 29, 2024 - May 31, 2024 |
| #7 | -13.28% Mar 23, 2010 - Oct 28, 2010 | -0.02% Sep 22, 2025 - Sep 26, 2025 |
| #8 | -11.86% Jan 29, 2018 - Jun 12, 2018 | -0.02% Jun 18, 2024 - Jun 21, 2024 |
| #9 | -10.56% Mar 4, 2014 - Jun 20, 2014 | -0.01% Oct 10, 2025 - Oct 16, 2025 |
| #10 | -9.98% Feb 12, 2021 - Apr 16, 2021 | -0.01% Aug 24, 2023 - Aug 28, 2023 |
| #11 | -8.24% Aug 5, 2020 - Oct 7, 2020 | -0.01% Sep 11, 2023 - Sep 13, 2023 |
| #12 | -8.24% May 2, 2012 - Sep 4, 2012 | -0.01% Oct 6, 2023 - Oct 10, 2023 |
| #13 | -8.21% Oct 4, 2012 - Jan 7, 2013 | -0.01% Mar 3, 2026 - Mar 5, 2026 |
| #14 | -7.41% Sep 24, 2014 - Oct 24, 2014 | -0.01% May 6, 2026 - May 8, 2026 |
| #15 | -7.03% Jan 19, 2010 - Mar 2, 2010 | -0.01% Oct 20, 2023 - Oct 24, 2023 |
Correlation
Correlation between FXH and BILZ is 0.64 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.64
-101
Dividend Comparison (2010 - 2026)
FXH vs BILZ dividend yield comparison.
| Year | FXH | BILZ |
|---|---|---|
| 2026 | 0.16% | 1.55% |
| 2025 | 0.75% | 4.19% |
| 2024 | 0.41% | 4.95% |
| 2023 | 0.24% | 2.23% |
| 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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