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FXH vs IBTK

Comparison between FIRST TRUST HEALTH CARE ALPHADEX FUND (FXH, ETF) and ISHARES IBONDS DEC 2030 TERM TREASURY ETF (IBTK, ETF).

5-Year PerformanceFXH has outperformed IBTK, delivering a return of +0.4% compared to -0.7%

FXH vs IBTK - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
FXH
$874M
Winner
IBTK
$875M
Expense Ratio
FXH
0.61%
Winner
IBTK
0.07%
Max Drawdown
Winner
FXH
43.70%
IBTK
86.51%
Sharpe Ratio
Winner
FXH
0.76
IBTK
-0.10
5Y Beta
FXH
0.65
Winner
IBTK
-0.02
P/E Ratio
FXH
21.07
IBTK
N/A
Forward P/E
FXH
14.62
IBTK
N/A
PEG Ratio
FXH
0.06
IBTK
N/A
5Y Dividends CAGR
FXH
N/A
IBTK
42.80%
5Y EPS CAGR
FXH
7.84%
IBTK
N/A
Debt to Equity
FXH
83.88%
IBTK
N/A
P/S Ratio
FXH
1.11
IBTK
N/A
P/B Ratio
FXH
3.03
IBTK
N/A

FXH vs IBTK - Historical Returns

Returns include dividend reinvestment.

1M
Winner
FXH
+2.88%
IBTK
-0.01%
3M
Winner
FXH
+8.77%
IBTK
-0.33%
6M
Winner
FXH
+2.47%
IBTK
+0.06%
1Y
Winner
FXH
+15.24%
IBTK
+3.15%
5Y(CAGR)
Winner
FXH
+0.43%
IBTK
-0.69%
10Y(CAGR)
FXH
+7.44%
IBTK
N/A
Max(CAGR)
Winner
FXH
+9.87%
IBTK
-1.62%

FXH vs IBTK - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearFXHIBTK
2026+2.72%-0.19%
2025+10.05%+7.43%
2024-0.45%+1.48%
2023-4.09%+3.37%
2022-11.08%-13.82%
2021+16.28%-3.58%
2020+28.00%-1.90%
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 IBTK Drawdown Comparison

The maximum drawdown for FXH was -43.70%, occurring on Nov 20, 2008. Recovery took 549 trading sessions.

The maximum drawdown for IBTK was -86.47%, occurring on Dec 23, 2020. This drawdown has not yet recovered.

The current FXH drawdown is -6.59%. The current IBTK drawdown is -9.78%.

RankFXHIBTK
#1-43.70%
Oct 10, 2007 - Dec 14, 2009		-86.47%
Jul 30, 2020 - Dec 23, 2020
#2-30.61%
Feb 19, 2020 - May 28, 2020		-0.08%
Jul 20, 2020 - Jul 24, 2020
#3-29.49%
Sep 3, 2021 - Oct 27, 2023		N/A
#4-29.42%
Jul 17, 2015 - Jan 2, 2018		N/A
#5-24.59%
Sep 28, 2018 - Dec 23, 2019		N/A
#6-22.08%
Jul 7, 2011 - Mar 26, 2012		N/A
#7-13.28%
Mar 23, 2010 - Oct 28, 2010		N/A
#8-11.86%
Jan 29, 2018 - Jun 12, 2018		N/A
#9-10.56%
Mar 4, 2014 - Jun 20, 2014		N/A
#10-9.98%
Feb 12, 2021 - Apr 16, 2021		N/A
#11-8.24%
Aug 5, 2020 - Oct 7, 2020		N/A
#12-8.24%
May 2, 2012 - Sep 4, 2012		N/A
#13-8.21%
Oct 4, 2012 - Jan 7, 2013		N/A
#14-7.41%
Sep 24, 2014 - Oct 24, 2014		N/A
#15-7.03%
Jan 19, 2010 - Mar 2, 2010		N/A

Correlation

Correlation between FXH and IBTK is 0.27 which considered as a very weak or no correlation - the stocks move independently of each other.

0.27
-101

Dividend Comparison (2010 - 2026)

FXH vs IBTK dividend yield comparison.

YearFXHIBTK
20260.16%1.56%
20250.75%3.79%
20240.41%3.93%
20230.24%3.05%
20220.20%2.27%
20210.00%0.84%
20200.00%0.26%
20130.01%0.00%
20120.43%0.00%
20110.12%0.00%
20100.11%0.00%

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