FXR vs CDC
Comparison between FIRST TRUST INDUSTRIALS/PRODUCER DURABLES ALPHADEX FUND (FXR, ETF) and VICTORYSHARES US EQ INCOME ENHANCED VOLATILITY WTD ETF (CDC, ETF).
5-Year PerformanceFXR has outperformed CDC, delivering a return of +9.4% compared to +6.8%
FXR vs CDC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
FXR
$742M
CDC
$738M
Expense Ratio
FXR
0.60%
Winner
CDC
0.35%
Max Drawdown
FXR
64.05%
Winner
CDC
25.69%
Sharpe Ratio
FXR
0.68
Winner
CDC
1.52
5Y Beta
FXR
1.06
Winner
CDC
0.42
P/E Ratio
FXR
22.29
Winner
CDC
17.88
Forward P/E
FXR
16.64
Winner
CDC
14.58
PEG Ratio
Winner
FXR
0.30
CDC
0.51
5Y Dividends CAGR
FXR
8.49%
Winner
CDC
9.41%
5Y EPS CAGR
Winner
FXR
13.65%
CDC
5.42%
Debt to Equity
FXR
74.63%
Winner
CDC
-48.37%
P/S Ratio
Winner
FXR
1.62
CDC
1.66
P/B Ratio
FXR
3.40
Winner
CDC
2.28
FXR vs CDC - Holdings Comparison
FXR and CDC have 8 common holdings. Overlap is 3.91%
FXR's top 25 holdings weight is 27.12%. CDC's top 25 holdings weight is 33.65%.
| Rank | FXR | CDC |
|---|---|---|
| #1 | PAYPAL HOLDINGS INC (PYPL) - 1.43% | DUKE ENERGY CORP (DUK) - 1.56% |
| #2 | ACCENTURE PLC CLASS A (ACN) - 1.23% | FIRSTENERGY CORP (FE) - 1.55% |
| #3 | GENPACT LTD (G) - 1.22% | EVERGY INC (EVRG) - 1.54% |
| #4 | EURONET WORLDWIDE INC (EEFT) - 1.19% | COCA-COLA CO (KO) - 1.54% |
| #5 | n/a (FIS) - 1.18% | WEC ENERGY GROUP INC (WEC) - 1.51% |
| #6 | ADT INC (ADT) - 1.16% | ALLIANT ENERGY CORP (LNT) - 1.49% |
| #7 | THE WESTERN UNION CO (WU) - 1.16% | DTE ENERGY CO (DTE) - 1.43% |
| #8 | FISERV INC (FISV) - 1.15% | SOUTHERN CO (SO) - 1.40% |
| #9 | VONTIER CORP ORDINARY SHARES (VNT) - 1.14% | CMS ENERGY CORP (CMS) - 1.40% |
| #10 | GRAPHIC PACKAGING HOLDING CO (GPK) - 1.11% | AUTOMATIC DATA PROCESSING INC (ADP) - 1.39% |
| #11 | SUNBELT RENTALS HOLDINGS INC (SUNB) - 1.09% | DOMINION ENERGY INC (D) - 1.34% |
| #12 | AGCO CORP (AGCO) - 1.07% | STATE STREET CORP (STT) - 1.33% |
| #13 | SONOCO PRODUCTS CO (SON) - 1.06% | CONSOLIDATED EDISON INC (ED) - 1.33% |
| #14 | NVENT ELECTRIC PLC (NVT) - 1.05% | METLIFE INC (MET) - 1.31% |
| #15 | MOHAWK INDUSTRIES INC (MHK) - 1.03% | CNA FINANCIAL CORP (CNA) - 1.30% |
| #16 | KEYSIGHT TECHNOLOGIES INC (KEYS) - 1.03% | PRUDENTIAL FINANCIAL INC (PRU) - 1.27% |
| #17 | EMCOR GROUP INC (EME) - 1.03% | PPL CORP (PPL) - 1.26% |
| #18 | QUANTA SERVICES INC (PWR) - 1.01% | PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.25% |
| #19 | AAON INC (AAON) - 0.99% | PRINCIPAL FINANCIAL GROUP INC (PFG) - 1.23% |
| #20 | COMFORT SYSTEMS USA INC (FIX) - 0.98% | AMERICAN ELECTRIC POWER CO INC (AEP) - 1.22% |
| #21 | MODINE MANUFACTURING CO (MOD) - 0.97% | M&T BANK CORP (MTB) - 1.21% |
| #22 | CATERPILLAR INC (CAT) - 0.96% | PHILLIPS 66 (PSX) - 1.20% |
| #23 | MASTEC INC (MTZ) - 0.96% | U.S. BANCORP (USB) - 1.20% |
| #24 | JACK HENRY & ASSOCIATES INC (JKHY) - 0.96% | XCEL ENERGY INC (XEL) - 1.20% |
| #25 | TRANSUNION (TRU) - 0.96% | PROCTER & GAMBLE CO (PG) - 1.19% |
| Total Holdings | 158 | 102 |
FXR vs CDC - Historical Returns
Returns include dividend reinvestment.
1M
FXR
+1.46%
Winner
CDC
+2.06%
3M
FXR
+5.83%
Winner
CDC
+6.53%
6M
FXR
-1.79%
Winner
CDC
+7.07%
1Y
FXR
+16.33%
Winner
CDC
+21.06%
5Y(CAGR)
Winner
FXR
+9.38%
CDC
+6.77%
10Y(CAGR)
Winner
FXR
+12.74%
CDC
+10.37%
Max(CAGR)
FXR
+8.97%
Winner
CDC
+10.24%
FXR vs CDC - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | FXR | CDC |
|---|---|---|
| 2026 | +10.41% | +18.54% |
| 2025 | +7.97% | +8.93% |
| 2024 | +17.27% | +13.99% |
| 2023 | +26.61% | -5.55% |
| 2022 | -16.07% | -8.07% |
| 2021 | +27.61% | +35.17% |
| 2020 | +11.46% | +12.93% |
| 2019 | +32.99% | +19.64% |
| 2018 | -15.72% | -6.07% |
| 2017 | +23.08% | +15.43% |
| 2016 | +28.23% | +21.97% |
| 2015 | -13.33% | -0.32% |
| 2014 | +9.56% | +7.22% |
| 2013 | +42.38% | N/A |
| 2012 | +13.95% | N/A |
| 2011 | -7.17% | N/A |
| 2010 | +23.53% | N/A |
| 2009 | +39.21% | N/A |
| 2008 | -45.68% | N/A |
| 2007 | -2.22% | N/A |
FXR vs CDC Drawdown Comparison
The maximum drawdown for FXR was -63.81%, occurring on Mar 9, 2009. Recovery took 1408 trading sessions.
The maximum drawdown for CDC was -21.36%, occurring on Aug 24, 2023. Recovery took 654 trading sessions.
The current FXR drawdown is -2.87%. The current CDC drawdown is -0.84%.
| Rank | FXR | CDC |
|---|---|---|
| #1 | -63.81% May 31, 2007 - Jan 2, 2013 | -21.36% Apr 20, 2022 - Nov 25, 2024 |
| #2 | -44.71% Jan 16, 2020 - Nov 10, 2020 | -18.27% Jan 17, 2020 - Jun 5, 2020 |
| #3 | -27.24% Feb 24, 2015 - Nov 11, 2016 | -15.13% Sep 14, 2018 - Oct 23, 2019 |
| #4 | -26.85% Jan 4, 2022 - Dec 13, 2023 | -12.70% Nov 29, 2024 - Aug 13, 2025 |
| #5 | -26.65% Nov 25, 2024 - Jan 5, 2026 | -10.88% Jun 8, 2020 - Nov 9, 2020 |
| #6 | -25.38% Sep 18, 2018 - Jul 16, 2019 | -9.89% Oct 22, 2015 - Mar 3, 2016 |
| #7 | -13.77% Jun 9, 2014 - Nov 24, 2014 | -9.76% Dec 29, 2014 - Oct 22, 2015 |
| #8 | -13.66% Feb 20, 2026 - Aug 4, 2026 | -9.29% Jan 26, 2018 - Aug 17, 2018 |
| #9 | -10.64% Jan 26, 2018 - Aug 21, 2018 | -5.67% Mar 2, 2026 - Apr 30, 2026 |
| #10 | -9.34% Jul 24, 2019 - Oct 29, 2019 | -5.49% May 10, 2021 - Aug 11, 2021 |
| #11 | -8.15% Mar 28, 2024 - Jul 16, 2024 | -5.42% Jan 14, 2022 - Mar 25, 2022 |
| #12 | -7.90% Jan 22, 2014 - Feb 27, 2014 | -4.81% Nov 15, 2021 - Dec 15, 2021 |
| #13 | -7.64% Jul 31, 2024 - Aug 23, 2024 | -4.80% Jan 14, 2021 - Feb 8, 2021 |
| #14 | -7.34% Nov 25, 2014 - Feb 13, 2015 | -4.68% Jun 23, 2016 - Jul 1, 2016 |
| #15 | -7.14% Nov 16, 2021 - Jan 4, 2022 | -4.61% Sep 2, 2021 - Oct 20, 2021 |
Correlation
Correlation between FXR and CDC is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2007 - 2026)
FXR vs CDC dividend yield comparison.
| Year | FXR | CDC |
|---|---|---|
| 2026 | 0.27% | 1.74% |
| 2025 | 0.71% | 3.36% |
| 2024 | 0.72% | 3.32% |
| 2023 | 0.77% | 4.24% |
| 2022 | 0.92% | 3.48% |
| 2021 | 0.52% | 2.65% |
| 2020 | 1.06% | 2.48% |
| 2019 | 0.74% | 3.04% |
| 2018 | 1.18% | 3.37% |
| 2017 | 0.55% | 2.81% |
| 2016 | 0.52% | 2.99% |
| 2015 | 0.62% | 3.17% |
| 2014 | 1.10% | 1.20% |
| 2013 | 0.41% | 0.00% |
| 2012 | 2.08% | 0.00% |
| 2011 | 0.58% | 0.00% |
| 2010 | 0.55% | 0.00% |
| 2009 | 0.75% | 0.00% |
| 2008 | 0.64% | 0.00% |
| 2007 | 0.11% | 0.00% |
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