FXN vs JGH

Comparison between FIRST TRUST ENERGY ALPHADEX FUND (FXN, ETF) and Nuveen Global High Income Fund (JGH, ETF).

5-Year PerformanceFXN has outperformed JGH, delivering a return of +22.6% compared to +5.0%

FXN vs JGH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FXN(ETF)	JGH(ETF)
Net Assets	$379M	$382M
Expense Ratio	0.63%	N/A
Max Drawdown	88.59%	48.94%
Sharpe Ratio	1.81	-0.13
5Y Beta	0.75	0.39
P/E Ratio	12.74	N/A
Forward P/E	11.39	N/A
PEG Ratio	0.04	N/A
5Y Dividends CAGR	6.32%	2.53%
Debt to Equity	37.90%	N/A
P/S Ratio	1.60	N/A
P/B Ratio	1.81	N/A

Net Assets

FXN

$379M

Winner

JGH

$382M

Expense Ratio

FXN

0.63%

JGH

N/A

Max Drawdown

FXN

88.59%

Winner

JGH

48.94%

Sharpe Ratio

Winner

FXN

1.81

JGH

-0.13

5Y Beta

FXN

0.75

Winner

JGH

0.39

P/E Ratio

FXN

12.74

JGH

N/A

Forward P/E

FXN

11.39

JGH

N/A

PEG Ratio

FXN

0.04

JGH

N/A

5Y Dividends CAGR

Winner

FXN

6.32%

JGH

2.53%

Debt to Equity

FXN

37.90%

JGH

N/A

P/S Ratio

FXN

1.60

JGH

N/A

P/B Ratio

FXN

1.81

JGH

N/A

FXN vs JGH - Historical Returns

Returns include dividend reinvestment.

Period	FXN	JGH
1 month	+8.86%	-0.78%
3 months	+6.87%	+0.93%
6 months	+19.15%	+1.74%
1 year	+54.83%	+2.36%
5 years(CAGR)	+22.59%	+4.96%
10 years(CAGR)	+7.14%	+7.06%
Max(CAGR)	+2.57%	+6.17%

Winner

FXN

+8.86%

JGH

-0.78%

Winner

FXN

+6.87%

JGH

+0.93%

Winner

FXN

+19.15%

JGH

+1.74%

Winner

FXN

+54.83%

JGH

+2.36%

5Y(CAGR)

Winner

FXN

+22.59%

JGH

+4.96%

10Y(CAGR)

Winner

FXN

+7.14%

JGH

+7.06%

Max(CAGR)

FXN

+2.57%

Winner

JGH

+6.17%

FXN vs JGH - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	FXN	JGH
2026	+41.00%	+4.71%
2025	+1.35%	+8.39%
2024	-0.25%	+14.75%
2023	+6.50%	+19.80%
2022	+42.86%	-21.09%
2021	+51.48%	+12.72%
2020	-19.88%	+2.12%
2019	-9.01%	+29.57%
2018	-26.53%	-12.08%
2017	-6.83%	+15.61%
2016	+19.36%	+29.46%
2015	-32.93%	-12.95%
2014	-14.75%	-6.20%
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 JGH Drawdown Comparison

The maximum drawdown for FXN was -87.39%, occurring on Mar 23, 2020. Recovery took 2957 trading sessions.

The maximum drawdown for JGH was -43.75%, occurring on Mar 23, 2020. Recovery took 245 trading sessions.

The current JGH drawdown is -2.44%.

Rank	FXN	JGH
#1	-87.39% Jun 23, 2014 - Mar 26, 2026	-43.75% Feb 20, 2020 - Feb 9, 2021
#2	-72.47% Jun 23, 2008 - Jun 19, 2014	-28.65% Jan 4, 2022 - Feb 1, 2024
#3	-16.00% Jan 3, 2008 - Feb 25, 2008	-26.38% Nov 24, 2014 - Aug 11, 2016
#4	-15.90% Jul 19, 2007 - Oct 11, 2007	-16.30% Jan 11, 2018 - Apr 10, 2019
#5	-13.42% Mar 27, 2026 - Aug 17, 2026	-13.70% Feb 19, 2025 - Jul 1, 2025
#6	-12.11% Feb 28, 2008 - Apr 8, 2008	-8.38% Oct 7, 2025 - May 29, 2026
#7	-8.13% Oct 16, 2007 - Dec 24, 2007	-6.88% Oct 23, 2017 - Jan 8, 2018
#8	-6.46% Apr 21, 2008 - May 6, 2008	-6.45% Oct 26, 2016 - Dec 12, 2016
#9	-5.55% Jun 18, 2007 - Jul 13, 2007	-5.39% Apr 1, 2024 - May 3, 2024
#10	-4.80% May 20, 2008 - Jun 9, 2008	-5.27% Aug 29, 2016 - Oct 17, 2016
#11	-3.68% May 21, 2007 - Jun 1, 2007	-4.89% Oct 14, 2021 - Jan 4, 2022
#12	-3.68% Jun 4, 2007 - Jun 14, 2007	-4.84% Feb 13, 2017 - Apr 10, 2017
#13	-2.37% Jun 18, 2008 - Jun 23, 2008	-4.83% May 2, 2019 - Jul 10, 2019
#14	-2.36% Jun 9, 2008 - Jun 17, 2008	-4.46% Feb 12, 2021 - Mar 11, 2021
#15	-1.56% Jul 13, 2007 - Jul 19, 2007	-4.05% Dec 4, 2024 - Jan 24, 2025

Correlation

Correlation between FXN and JGH is 0.47 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.47

-101

Dividend Comparison (2007 - 2026)

FXN vs JGH dividend yield comparison.

Year	FXN	JGH
2026	0.62%	6.69%
2025	2.53%	9.82%
2024	2.50%	9.67%
2023	3.09%	10.18%
2022	2.28%	12.05%
2021	0.87%	8.19%
2020	4.71%	7.13%
2019	1.47%	7.53%
2018	1.43%	9.88%
2017	1.17%	8.51%
2016	1.05%	9.61%
2015	2.36%	11.44%
2014	1.74%	0.00%
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%