FXH vs NRK
Comparison between FIRST TRUST HEALTH CARE ALPHADEX FUND (FXH, ETF) and Nuveen New York AMT-Free Quality Municipal Income Fund (NRK, ETF).
5-Year PerformanceFXH has outperformed NRK, delivering a return of +0.7% compared to -0.2%
FXH vs NRK - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
FXH vs NRK - Historical Returns
Returns include dividend reinvestment.
FXH vs NRK - Annual Returns (2003 - 2026)
Returns include dividend reinvestment.
| Year | FXH | NRK |
|---|---|---|
| 2026 | +7.64% | +7.47% |
| 2025 | +10.05% | +4.13% |
| 2024 | -0.45% | +5.74% |
| 2023 | -4.09% | +6.59% |
| 2022 | -11.08% | -21.42% |
| 2021 | +16.28% | +6.56% |
| 2020 | +28.00% | +3.94% |
| 2019 | +24.04% | +19.69% |
| 2018 | -2.85% | -6.11% |
| 2017 | +20.62% | +6.33% |
| 2016 | -3.57% | +3.57% |
| 2015 | -0.05% | +6.96% |
| 2014 | +26.00% | +11.31% |
| 2013 | +44.68% | -15.66% |
| 2012 | +19.68% | +11.87% |
| 2011 | +4.62% | +11.65% |
| 2010 | +17.01% | +3.48% |
| 2009 | +48.93% | +36.66% |
| 2008 | -28.44% | -20.43% |
| 2007 | +1.50% | -0.73% |
| 2006 | N/A | +11.71% |
| 2005 | N/A | +7.22% |
| 2004 | N/A | -5.53% |
| 2003 | N/A | +10.32% |
FXH vs NRK Drawdown Comparison
The maximum drawdown for FXH was -43.70%, occurring on Nov 20, 2008. Recovery took 549 trading sessions.
The maximum drawdown for NRK was -40.13%, occurring on Oct 10, 2008. Recovery took 397 trading sessions.
The current FXH drawdown is -2.94%. The current NRK drawdown is -3.22%.
| Rank | FXH | NRK |
|---|---|---|
| #1 | -43.70% Oct 10, 2007 - Dec 14, 2009 | -40.13% Jan 14, 2008 - Aug 11, 2009 |
| #2 | -30.61% Feb 19, 2020 - May 28, 2020 | -31.05% Aug 10, 2021 - Jul 1, 2026 |
| #3 | -29.49% Sep 3, 2021 - Jul 2, 2026 | -24.00% Nov 23, 2012 - Feb 11, 2016 |
| #4 | -29.42% Jul 17, 2015 - Jan 2, 2018 | -23.09% Feb 24, 2020 - Dec 30, 2020 |
| #5 | -24.59% Sep 28, 2018 - Dec 23, 2019 | -21.71% Mar 10, 2004 - Jul 18, 2005 |
| #6 | -22.08% Jul 7, 2011 - Mar 26, 2012 | -15.65% Sep 14, 2010 - Jan 18, 2012 |
| #7 | -13.28% Mar 23, 2010 - Oct 28, 2010 | -13.07% Aug 12, 2016 - May 1, 2019 |
| #8 | -11.86% Jan 29, 2018 - Jun 12, 2018 | -12.56% Jul 14, 2003 - Dec 31, 2003 |
| #9 | -10.56% Mar 4, 2014 - Jun 20, 2014 | -11.79% Jul 25, 2005 - Sep 27, 2006 |
| #10 | -9.98% Feb 12, 2021 - Apr 16, 2021 | -11.55% Mar 30, 2007 - Jan 14, 2008 |
| #11 | -8.24% Aug 5, 2020 - Oct 7, 2020 | -7.62% Mar 13, 2012 - Jul 2, 2012 |
| #12 | -8.24% May 2, 2012 - Sep 4, 2012 | -7.50% Oct 7, 2009 - Mar 3, 2010 |
| #13 | -8.21% Oct 4, 2012 - Jan 7, 2013 | -4.24% Feb 4, 2003 - Feb 27, 2003 |
| #14 | -7.41% Sep 24, 2014 - Oct 24, 2014 | -4.21% Sep 3, 2019 - Dec 23, 2019 |
| #15 | -7.03% Jan 19, 2010 - Mar 2, 2010 | -3.80% Dec 12, 2006 - Feb 6, 2007 |
Correlation
Correlation between FXH and NRK is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2003 - 2026)
FXH vs NRK dividend yield comparison.
| Year | FXH | NRK |
|---|---|---|
| 2026 | 0.25% | 4.59% |
| 2025 | 0.75% | 8.21% |
| 2024 | 0.41% | 6.74% |
| 2023 | 0.24% | 4.06% |
| 2022 | 0.20% | 5.41% |
| 2021 | 0.00% | 4.18% |
| 2020 | 0.00% | 4.15% |
| 2019 | 0.00% | 3.98% |
| 2018 | 0.00% | 4.68% |
| 2017 | 0.00% | 4.85% |
| 2016 | 0.00% | 5.37% |
| 2015 | 0.00% | 5.44% |
| 2014 | 0.00% | 6.27% |
| 2013 | 0.01% | 5.86% |
| 2012 | 0.43% | 4.40% |
| 2011 | 0.12% | 4.80% |
| 2010 | 0.11% | 5.60% |
| 2009 | 0.00% | 4.98% |
| 2008 | 0.00% | 6.39% |
| 2007 | 0.00% | 4.84% |
| 2006 | 0.00% | 4.77% |
| 2005 | 0.00% | 5.73% |
| 2004 | 0.00% | 6.52% |
| 2003 | 0.00% | 5.34% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks