FXN vs CFO
Comparison between FIRST TRUST ENERGY ALPHADEX FUND (FXN, ETF) and VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO, ETF).
5-Year PerformanceFXN has outperformed CFO, delivering a return of +18.6% compared to +4.2%
FXN vs CFO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
FXN
$413M
CFO
$412M
Expense Ratio
FXN
0.63%
Winner
CFO
0.35%
Max Drawdown
FXN
88.59%
Winner
CFO
28.20%
Sharpe Ratio
Winner
FXN
1.48
CFO
0.82
5Y Beta
FXN
0.79
Winner
CFO
0.72
P/E Ratio
Winner
FXN
17.63
CFO
23.31
Forward P/E
Winner
FXN
11.11
CFO
17.95
PEG Ratio
Winner
FXN
0.29
CFO
0.32
5Y Dividends CAGR
FXN
6.32%
Winner
CFO
9.58%
5Y EPS CAGR
FXN
N/A
CFO
12.68%
Debt to Equity
FXN
77.12%
Winner
CFO
14.86%
P/S Ratio
Winner
FXN
1.71
CFO
1.96
P/B Ratio
Winner
FXN
1.99
CFO
3.55
FXN vs CFO - Holdings Comparison
FXN and CFO have 24 common holdings. Overlap is 4.33%
FXN's top 25 holdings weight is 85.37%. CFO's top 25 holdings weight is 8.85%.
| Rank | FXN | CFO |
|---|---|---|
| #1 | FIRST SOLAR INC (FSLR) - 5.06% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.40% |
| #2 | HF SINCLAIR CORP (DINO) - 4.73% | LOEWS CORP (L) - 0.40% |
| #3 | OVINTIV INC (OVV) - 4.70% | ALLIANT ENERGY CORP (LNT) - 0.40% |
| #4 | PERMIAN RESOURCES CORP CLASS A (PR) - 4.58% | WEC ENERGY GROUP INC (WEC) - 0.40% |
| #5 | CHENIERE ENERGY INC (LNG) - 4.47% | DUKE ENERGY CORP (DUK) - 0.39% |
| #6 | EXPAND ENERGY CORP ORDINARY SHARES NEW (EXE) - 4.40% | EVERGY INC (EVRG) - 0.39% |
| #7 | DEVON ENERGY CORP (DVN) - 4.35% | PALO ALTO NETWORKS INC (PANW) - 0.39% |
| #8 | MATADOR RESOURCES CO (MTDR) - 4.18% | FIRSTENERGY CORP (FE) - 0.38% |
| #9 | APA CORP (APA) - 4.07% | MARVELL TECHNOLOGY INC (MRVL) - 0.38% |
| #10 | PHILLIPS 66 (PSX) - 3.93% | AMEREN CORP (AEE) - 0.38% |
| #11 | EOG RESOURCES INC (EOG) - 3.80% | DTE ENERGY CO (DTE) - 0.38% |
| #12 | EQT CORP (EQT) - 3.54% | CENTERPOINT ENERGY INC (CNP) - 0.37% |
| #13 | ANTERO RESOURCES CORP (AR) - 3.51% | CMS ENERGY CORP (CMS) - 0.37% |
| #14 | RANGE RESOURCES CORP (RRC) - 3.49% | TD SYNNEX CORP (SNX) - 0.35% |
| #15 | TARGA RESOURCES CORP (TRGP) - 2.98% | LINDE PLC (LIN) - 0.35% |
| #16 | WILLIAMS COMPANIES INC (WMB) - 2.84% | COCA-COLA CO (KO) - 0.35% |
| #17 | TEXAS PACIFIC LAND CORP (TPL) - 2.57% | SOUTHERN CO (SO) - 0.35% |
| #18 | SLB LTD (SLB) - 2.52% | ENTERGY CORP (ETR) - 0.34% |
| #19 | DIAMONDBACK ENERGY INC (FANG) - 2.48% | JOHNSON & JOHNSON (JNJ) - 0.34% |
| #20 | WEATHERFORD INTERNATIONAL PLC ORDINARY SHARES NEW (WFRD) - 2.39% | ATMOS ENERGY CORP (ATO) - 0.34% |
| #21 | CHORD ENERGY CORP ORDINARY SHARES NEW (CHRD) - 2.24% | MCDONALD'S CORP (MCD) - 0.28% |
| #22 | MARATHON PETROLEUM CORP (MPC) - 2.21% | JPMORGAN CHASE & CO (JPM) - 0.28% |
| #23 | CONOCOPHILLIPS (COP) - 2.19% | FRANKLIN RESOURCES INC (BEN) - 0.28% |
| #24 | NOV INC (NOV) - 2.10% | M&T BANK CORP (MTB) - 0.28% |
| #25 | ONEOK INC (OKE) - 2.04% | GENERAL DYNAMICS CORP (GD) - 0.28% |
| Total Holdings | 39 | 463 |
FXN vs CFO - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FXN
+5.82%
CFO
+1.36%
3M
Winner
FXN
+4.44%
CFO
+3.54%
6M
Winner
FXN
+24.15%
CFO
+5.59%
1Y
Winner
FXN
+44.75%
CFO
+13.11%
5Y(CAGR)
Winner
FXN
+18.61%
CFO
+4.17%
10Y(CAGR)
FXN
+6.40%
Winner
CFO
+9.36%
Max(CAGR)
FXN
+2.13%
Winner
CFO
+8.80%
FXN vs CFO - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | FXN | CFO |
|---|---|---|
| 2026 | +29.53% | +8.64% |
| 2025 | +1.35% | +8.60% |
| 2024 | -0.25% | +15.27% |
| 2023 | +6.50% | -3.59% |
| 2022 | +42.86% | -14.02% |
| 2021 | +51.48% | +27.99% |
| 2020 | -19.88% | +19.35% |
| 2019 | -9.01% | +22.09% |
| 2018 | -26.53% | -9.10% |
| 2017 | -6.83% | +21.81% |
| 2016 | +19.36% | +16.25% |
| 2015 | -32.93% | -0.70% |
| 2014 | -14.75% | +5.54% |
| 2013 | +26.06% | N/A |
| 2012 | -0.19% | N/A |
| 2011 | -8.98% | N/A |
| 2010 | +22.76% | N/A |
| 2009 | +40.64% | N/A |
| 2008 | -51.37% | N/A |
| 2007 | +16.78% | N/A |
FXN vs CFO Drawdown Comparison
The maximum drawdown for FXN was -87.39%, occurring on Mar 23, 2020. Recovery took 2957 trading sessions.
The maximum drawdown for CFO was -24.33%, occurring on Oct 27, 2023. Recovery took 717 trading sessions.
The current FXN drawdown is -6.19%. The current CFO drawdown is -1.03%.
| Rank | FXN | CFO |
|---|---|---|
| #1 | -87.39% Jun 23, 2014 - Mar 26, 2026 | -24.33% Jan 4, 2022 - Nov 11, 2024 |
| #2 | -72.47% Jun 23, 2008 - Jun 19, 2014 | -20.79% Sep 21, 2018 - Nov 26, 2019 |
| #3 | -16.00% Jan 3, 2008 - Feb 25, 2008 | -17.24% Nov 29, 2024 - Aug 22, 2025 |
| #4 | -15.90% Jul 19, 2007 - Oct 11, 2007 | -16.57% Feb 19, 2020 - Aug 5, 2020 |
| #5 | -13.42% Mar 27, 2026 - Jul 1, 2026 | -14.36% Jun 23, 2015 - Apr 27, 2016 |
| #6 | -12.11% Feb 28, 2008 - Apr 8, 2008 | -9.22% Jan 26, 2018 - Aug 20, 2018 |
| #7 | -8.13% Oct 16, 2007 - Dec 24, 2007 | -7.77% Sep 5, 2014 - Oct 31, 2014 |
| #8 | -6.46% Apr 21, 2008 - May 6, 2008 | -7.24% Sep 2, 2020 - Oct 8, 2020 |
| #9 | -5.55% Jun 18, 2007 - Jul 13, 2007 | -7.10% Mar 2, 2026 - Jun 2, 2026 |
| #10 | -4.80% May 20, 2008 - Jun 9, 2008 | -6.67% Jun 8, 2016 - Jul 11, 2016 |
| #11 | -3.68% May 21, 2007 - Jun 1, 2007 | -6.01% Oct 12, 2020 - Nov 5, 2020 |
| #12 | -3.68% Jun 4, 2007 - Jun 14, 2007 | -5.55% Nov 16, 2021 - Dec 27, 2021 |
| #13 | -2.37% Jun 18, 2008 - Jun 23, 2008 | -5.23% Sep 2, 2021 - Oct 21, 2021 |
| #14 | -2.36% Jun 9, 2008 - Jun 17, 2008 | -4.91% Dec 29, 2014 - Feb 12, 2015 |
| #15 | -1.56% Jul 13, 2007 - Jul 19, 2007 | -4.70% Jan 20, 2021 - Feb 8, 2021 |
Correlation
Correlation between FXN and CFO is 0.32 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.32
-101
Dividend Comparison (2007 - 2026)
FXN vs CFO dividend yield comparison.
| Year | FXN | CFO |
|---|---|---|
| 2026 | 0.67% | 0.74% |
| 2025 | 2.53% | 1.32% |
| 2024 | 2.50% | 1.44% |
| 2023 | 3.09% | 1.72% |
| 2022 | 2.28% | 3.95% |
| 2021 | 0.87% | 1.06% |
| 2020 | 4.71% | 0.90% |
| 2019 | 1.47% | 1.44% |
| 2018 | 1.43% | 1.49% |
| 2017 | 1.17% | 1.18% |
| 2016 | 1.05% | 1.35% |
| 2015 | 2.36% | 1.31% |
| 2014 | 1.74% | 0.50% |
| 2013 | 0.82% | 0.00% |
| 2012 | 1.06% | 0.00% |
| 2011 | 0.46% | 0.00% |
| 2010 | 0.55% | 0.00% |
| 2009 | 0.23% | 0.00% |
| 2008 | 0.23% | 0.00% |
| 2007 | 0.51% | 0.00% |
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