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FXH vs PCN

Comparison between FIRST TRUST HEALTH CARE ALPHADEX FUND (FXH, ETF) and PIMCO Corporate & Income Strategy Fund (PCN, ETF).

5-Year PerformanceFXH has outperformed PCN, delivering a return of +0.9% compared to +0.7%

FXH vs PCN - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
FXH
$874M
PCN
$864M
Expense Ratio
FXH
0.61%
PCN
N/A
Max Drawdown
Winner
FXH
43.70%
PCN
66.71%
Sharpe Ratio
Winner
FXH
0.75
PCN
-0.14
5Y Beta
FXH
0.66
Winner
PCN
0.38
P/E Ratio
FXH
20.68
PCN
N/A
Forward P/E
FXH
14.13
PCN
N/A
PEG Ratio
FXH
0.06
PCN
N/A
5Y Dividends CAGR
FXH
N/A
PCN
3.40%
5Y EPS CAGR
FXH
7.88%
PCN
N/A
Debt to Equity
FXH
83.89%
PCN
N/A
P/S Ratio
FXH
1.06
PCN
N/A
P/B Ratio
FXH
2.93
PCN
N/A

FXH vs PCN - Historical Returns

Returns include dividend reinvestment.

1M
Winner
FXH
+3.26%
PCN
-1.74%
3M
Winner
FXH
+4.48%
PCN
-3.59%
6M
Winner
FXH
+0.87%
PCN
-1.79%
1Y
Winner
FXH
+15.32%
PCN
+2.12%
5Y(CAGR)
Winner
FXH
+0.95%
PCN
+0.72%
10Y(CAGR)
FXH
+7.17%
Winner
PCN
+7.17%
Max(CAGR)
Winner
FXH
+9.84%
PCN
+9.52%

FXH vs PCN - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

YearFXHPCN
2026+1.94%-3.66%
2025+10.05%+4.82%
2024-0.45%+19.92%
2023-4.09%+14.25%
2022-11.08%-23.63%
2021+16.28%+7.41%
2020+28.00%-1.96%
2019+24.04%+35.29%
2018-2.85%-7.08%
2017+20.62%+25.20%
2016-3.57%+24.67%
2015-0.05%-4.28%
2014+26.00%+6.18%
2013+44.68%-0.04%
2012+19.68%+21.16%
2011+4.62%+13.26%
2010+17.01%+29.75%
2009+48.93%+35.40%
2008-28.44%-3.19%
2007+1.50%-13.18%
2006N/A+19.95%
2005N/A+5.48%
2004N/A+7.02%
2003N/A+26.92%
2002N/A+2.02%
2001N/A+0.07%

FXH vs PCN Drawdown Comparison

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

The maximum drawdown for PCN was -61.08%, occurring on Mar 9, 2009. Recovery took 410 trading sessions.

The current FXH drawdown is -7.30%. The current PCN drawdown is -6.53%.

RankFXHPCN
#1-43.70%
Oct 10, 2007 - Dec 14, 2009
-61.08%
Jan 31, 2008 - Sep 16, 2009
#2-30.61%
Feb 19, 2020 - May 28, 2020
-50.25%
Feb 13, 2020 - May 5, 2021
#3-29.49%
Sep 3, 2021 - Oct 27, 2023
-33.35%
Aug 13, 2021 - Oct 1, 2024
#4-29.42%
Jul 17, 2015 - Jan 2, 2018
-24.93%
Sep 13, 2018 - Jun 5, 2019
#5-24.59%
Sep 28, 2018 - Dec 23, 2019
-23.93%
Jul 8, 2011 - Jan 31, 2012
#6-22.08%
Jul 7, 2011 - Mar 26, 2012
-22.07%
Jun 5, 2007 - Jan 30, 2008
#7-13.28%
Mar 23, 2010 - Oct 28, 2010
-18.87%
Jan 22, 2004 - Sep 17, 2004
#8-11.86%
Jan 29, 2018 - Jun 12, 2018
-17.45%
May 10, 2013 - Jan 21, 2014
#9-10.56%
Mar 4, 2014 - Jun 20, 2014
-16.49%
Jun 20, 2014 - Apr 22, 2016
#10-9.98%
Feb 12, 2021 - Apr 16, 2021
-14.57%
Jun 13, 2002 - Jan 2, 2003
#11-8.24%
Aug 5, 2020 - Oct 7, 2020
-14.00%
Feb 19, 2025 - Sep 2, 2025
#12-8.24%
May 2, 2012 - Sep 4, 2012
-13.27%
Sep 8, 2016 - Jan 6, 2017
#13-8.21%
Oct 4, 2012 - Jan 7, 2013
-12.07%
Feb 8, 2005 - Jun 7, 2005
#14-7.41%
Sep 24, 2014 - Oct 24, 2014
-11.66%
Nov 10, 2010 - Jan 24, 2011
#15-7.03%
Jan 19, 2010 - Mar 2, 2010
-11.54%
Apr 12, 2010 - Jun 15, 2010

Correlation

Correlation between FXH and PCN is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96
-101

Dividend Comparison (2002 - 2026)

FXH vs PCN dividend yield comparison.

YearFXHPCN
20260.16%4.81%
20250.75%10.58%
20240.41%10.06%
20230.24%10.88%
20220.20%12.66%
20210.00%7.89%
20200.00%7.83%
20190.00%7.37%
20180.00%9.60%
20170.00%7.85%
20160.00%11.98%
20150.00%10.22%
20140.00%11.27%
20130.01%14.56%
20120.43%8.72%
20110.12%11.06%
20100.11%10.81%
20090.00%13.46%
20080.00%11.08%
20070.00%9.91%
20060.00%8.46%
20050.00%9.06%
20040.00%10.12%
20030.00%10.87%
20020.00%11.43%

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