FXN vs UNIY
Comparison between FIRST TRUST ENERGY ALPHADEX FUND (FXN, ETF) and WISDOMTREE VOYA YIELD ENHANCED USD UNIVERSAL BOND FUND (UNIY, ETF).
FXN vs UNIY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FXN
$1.20B
Winner
UNIY
$1.30B
Expense Ratio
FXN
0.63%
Winner
UNIY
0.15%
Max Drawdown
FXN
88.59%
Winner
UNIY
8.35%
Sharpe Ratio
Winner
FXN
1.13
UNIY
0.32
5Y Beta
FXN
0.80
Winner
UNIY
0.06
P/E Ratio
FXN
16.98
UNIY
N/A
Forward P/E
FXN
10.32
UNIY
N/A
PEG Ratio
FXN
0.27
UNIY
N/A
5Y Dividends CAGR
FXN
6.10%
UNIY
N/A
Debt to Equity
FXN
74.92%
UNIY
N/A
P/S Ratio
FXN
1.56
UNIY
N/A
P/B Ratio
FXN
1.89
UNIY
N/A
FXN vs UNIY - Historical Returns
Returns include dividend reinvestment.
1M
FXN
-9.14%
Winner
UNIY
+1.15%
3M
FXN
-9.21%
Winner
UNIY
+1.72%
6M
Winner
FXN
+24.65%
UNIY
+0.95%
1Y
Winner
FXN
+35.22%
UNIY
+4.80%
5Y(CAGR)
FXN
+14.81%
UNIY
N/A
10Y(CAGR)
FXN
+5.67%
UNIY
N/A
Max(CAGR)
FXN
+1.77%
Winner
UNIY
+4.19%
FXN vs UNIY - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | FXN | UNIY |
|---|---|---|
| 2026 | +20.80% | +1.13% |
| 2025 | +1.35% | +7.33% |
| 2024 | -0.25% | +2.22% |
| 2023 | +6.50% | +3.91% |
| 2022 | +42.86% | N/A |
| 2021 | +51.48% | N/A |
| 2020 | -19.88% | N/A |
| 2019 | -9.01% | N/A |
| 2018 | -26.53% | N/A |
| 2017 | -6.83% | N/A |
| 2016 | +19.36% | N/A |
| 2015 | -32.93% | N/A |
| 2014 | -14.75% | N/A |
| 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 UNIY Drawdown Comparison
The maximum drawdown for FXN was -87.39%, occurring on Mar 23, 2020. Recovery took 2957 trading sessions.
The maximum drawdown for UNIY was -6.27%, occurring on Oct 19, 2023. Recovery took 170 trading sessions.
The current FXN drawdown is -12.51%. The current UNIY drawdown is -0.51%.
| Rank | FXN | UNIY |
|---|---|---|
| #1 | -87.39% Jun 23, 2014 - Mar 26, 2026 | -6.27% Apr 5, 2023 - Dec 7, 2023 |
| #2 | -72.47% Jun 23, 2008 - Jun 19, 2014 | -4.39% Sep 16, 2024 - Jun 24, 2025 |
| #3 | -16.00% Jan 3, 2008 - Feb 25, 2008 | -3.31% Feb 1, 2024 - Jun 14, 2024 |
| #4 | -15.90% Jul 19, 2007 - Oct 11, 2007 | -2.69% Feb 8, 2023 - Mar 22, 2023 |
| #5 | -12.99% Mar 27, 2026 - Jun 18, 2026 | -2.53% Feb 27, 2026 - Mar 27, 2026 |
| #6 | -12.11% Feb 28, 2008 - Apr 8, 2008 | -1.64% Dec 27, 2023 - Feb 1, 2024 |
| #7 | -8.13% Oct 16, 2007 - Dec 24, 2007 | -1.17% Jun 14, 2024 - Jul 8, 2024 |
| #8 | -6.46% Apr 21, 2008 - May 6, 2008 | -1.09% Oct 28, 2025 - Jan 14, 2026 |
| #9 | -5.55% Jun 18, 2007 - Jul 13, 2007 | -1.01% Jul 1, 2025 - Jul 29, 2025 |
| #10 | -4.80% May 20, 2008 - Jun 9, 2008 | -0.97% Mar 24, 2023 - Apr 3, 2023 |
| #11 | -3.68% May 21, 2007 - Jun 1, 2007 | -0.92% Aug 2, 2024 - Aug 14, 2024 |
| #12 | -3.68% Jun 4, 2007 - Jun 14, 2007 | -0.74% Jul 17, 2024 - Jul 31, 2024 |
| #13 | -2.37% Jun 18, 2008 - Jun 23, 2008 | -0.70% Sep 16, 2025 - Oct 13, 2025 |
| #14 | -2.36% Jun 9, 2008 - Jun 17, 2008 | -0.62% Jan 14, 2026 - Feb 5, 2026 |
| #15 | -1.56% Jul 13, 2007 - Jul 19, 2007 | -0.51% Aug 23, 2024 - Sep 4, 2024 |
Correlation
Correlation between FXN and UNIY is 0.49 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.49
-101
Dividend Comparison (2007 - 2026)
FXN vs UNIY dividend yield comparison.
| Year | FXN | UNIY |
|---|---|---|
| 2026 | 0.41% | 1.91% |
| 2025 | 2.53% | 4.95% |
| 2024 | 2.50% | 4.86% |
| 2023 | 3.09% | 3.99% |
| 2022 | 2.28% | 0.00% |
| 2021 | 0.87% | 0.00% |
| 2020 | 4.71% | 0.00% |
| 2019 | 1.47% | 0.00% |
| 2018 | 1.43% | 0.00% |
| 2017 | 1.17% | 0.00% |
| 2016 | 1.05% | 0.00% |
| 2015 | 2.36% | 0.00% |
| 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% |
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