FXH vs CAIE
Comparison between FIRST TRUST HEALTH CARE ALPHADEX FUND (FXH, ETF) and CALAMOS AUTOCALLABLE INCOME ETF (CAIE, ETF).
FXH vs CAIE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
FXH
$874M
CAIE
$872M
Expense Ratio
Winner
FXH
0.61%
CAIE
0.74%
Max Drawdown
FXH
43.70%
Winner
CAIE
11.17%
Sharpe Ratio
FXH
0.75
Winner
CAIE
1.61
5Y Beta
Winner
FXH
0.66
CAIE
0.93
P/E Ratio
FXH
20.68
CAIE
N/A
Forward P/E
FXH
14.13
CAIE
N/A
PEG Ratio
FXH
0.06
CAIE
N/A
5Y EPS CAGR
FXH
7.88%
CAIE
N/A
Debt to Equity
FXH
83.89%
CAIE
N/A
P/S Ratio
FXH
1.06
CAIE
N/A
P/B Ratio
FXH
2.93
CAIE
N/A
FXH vs CAIE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FXH
+3.26%
CAIE
+1.20%
3M
FXH
+4.48%
Winner
CAIE
+7.57%
6M
FXH
+0.87%
Winner
CAIE
+7.11%
1Y
FXH
+15.32%
Winner
CAIE
+23.38%
5Y(CAGR)
FXH
+0.95%
CAIE
N/A
10Y(CAGR)
FXH
+7.17%
CAIE
N/A
Max(CAGR)
FXH
+9.84%
Winner
CAIE
+24.91%
FXH vs CAIE - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | FXH | CAIE |
|---|---|---|
| 2026 | +1.94% | +7.07% |
| 2025 | +10.05% | +15.19% |
| 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 CAIE Drawdown Comparison
The maximum drawdown for FXH was -43.70%, occurring on Nov 20, 2008. Recovery took 549 trading sessions.
The maximum drawdown for CAIE was -7.73%, occurring on Mar 30, 2026. Recovery took 64 trading sessions.
The current FXH drawdown is -7.30%. The current CAIE drawdown is -2.18%.
| Rank | FXH | CAIE |
|---|---|---|
| #1 | -43.70% Oct 10, 2007 - Dec 14, 2009 | -7.73% Jan 9, 2026 - Apr 14, 2026 |
| #2 | -30.61% Feb 19, 2020 - May 28, 2020 | -3.25% Jul 25, 2025 - Aug 12, 2025 |
| #3 | -29.49% Sep 3, 2021 - Oct 27, 2023 | -3.21% Oct 9, 2025 - Oct 27, 2025 |
| #4 | -29.42% Jul 17, 2015 - Jan 2, 2018 | -2.94% Oct 29, 2025 - Nov 28, 2025 |
| #5 | -24.59% Sep 28, 2018 - Dec 23, 2019 | -2.57% Dec 11, 2025 - Dec 23, 2025 |
| #6 | -22.08% Jul 7, 2011 - Mar 26, 2012 | -2.40% Aug 13, 2025 - Aug 26, 2025 |
| #7 | -13.28% Mar 23, 2010 - Oct 28, 2010 | -2.18% Jun 2, 2026 - Jun 5, 2026 |
| #8 | -11.86% Jan 29, 2018 - Jun 12, 2018 | -1.65% Aug 28, 2025 - Sep 8, 2025 |
| #9 | -10.56% Mar 4, 2014 - Jun 20, 2014 | -1.49% Sep 22, 2025 - Oct 1, 2025 |
| #10 | -9.98% Feb 12, 2021 - Apr 16, 2021 | -1.38% May 14, 2026 - May 26, 2026 |
| #11 | -8.24% Aug 5, 2020 - Oct 7, 2020 | -1.25% Jul 3, 2025 - Jul 10, 2025 |
| #12 | -8.24% May 2, 2012 - Sep 4, 2012 | -1.18% Dec 24, 2025 - Jan 6, 2026 |
| #13 | -8.21% Oct 4, 2012 - Jan 7, 2013 | -0.75% Apr 17, 2026 - Apr 22, 2026 |
| #14 | -7.41% Sep 24, 2014 - Oct 24, 2014 | -0.70% Apr 27, 2026 - Apr 30, 2026 |
| #15 | -7.03% Jan 19, 2010 - Mar 2, 2010 | -0.54% Dec 4, 2025 - Dec 10, 2025 |
Correlation
Correlation between FXH and CAIE is 0.80 which considered as a strong positive correlation - the stocks tend to move together.
0.80
-101
Dividend Comparison (2010 - 2026)
FXH vs CAIE dividend yield comparison.
| Year | FXH | CAIE |
|---|---|---|
| 2026 | 0.16% | 5.93% |
| 2025 | 0.75% | 7.46% |
| 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% |
Select Stocks to Compare
Popular: FXH vs SPYCAIE vs SPY
More Comparisons
Compare with similar stocks