FXR vs CPER

Comparison between FIRST TRUST INDUSTRIALS/PRODUCER DURABLES ALPHADEX FUND (FXR, ETF) and United States Copper Index Fund (CPER, ETF).

5-Year PerformanceFXR has outperformed CPER, delivering a return of +8.3% compared to +6.5%

FXR vs CPER - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FXR(ETF)	CPER(ETF)
Net Assets	$698M	$701M
Expense Ratio	0.60%	0.88%
Max Drawdown	64.05%	54.04%
Sharpe Ratio	0.85	0.72
5Y Beta	1.05	0.74
P/E Ratio	23.31	N/A
Forward P/E	16.37	N/A
5Y Dividends CAGR	1.93%	N/A
5Y EPS CAGR	9.93%	N/A
Debt to Equity	71.25%	N/A
P/S Ratio	1.42	N/A
P/B Ratio	2.96	N/A

Net Assets

FXR

$698M

Winner

CPER

$701M

Expense Ratio

Winner

FXR

0.60%

CPER

0.88%

Max Drawdown

FXR

64.05%

Winner

CPER

54.04%

Sharpe Ratio

Winner

FXR

0.85

CPER

0.72

5Y Beta

FXR

1.05

Winner

CPER

0.74

P/E Ratio

FXR

23.31

CPER

N/A

Forward P/E

FXR

16.37

CPER

N/A

5Y Dividends CAGR

FXR

1.93%

CPER

N/A

5Y EPS CAGR

FXR

9.93%

CPER

N/A

Debt to Equity

FXR

71.25%

CPER

N/A

P/S Ratio

FXR

1.42

CPER

N/A

P/B Ratio

FXR

2.96

CPER

N/A

FXR vs CPER - Historical Returns

Returns include dividend reinvestment.

Period	FXR	CPER
1 month	-0.22%	+4.82%
3 months	-1.19%	+7.03%
6 months	+8.73%	+14.18%
1 year	+19.81%	+23.80%
5 years(CAGR)	+8.25%	+6.47%
10 years(CAGR)	+12.48%	+10.50%
Max(CAGR)	+8.82%	+2.88%

FXR

-0.22%

Winner

CPER

+4.82%

FXR

-1.19%

Winner

CPER

+7.03%

FXR

+8.73%

Winner

CPER

+14.18%

FXR

+19.81%

Winner

CPER

+23.80%

5Y(CAGR)

Winner

FXR

+8.25%

CPER

+6.47%

10Y(CAGR)

Winner

FXR

+12.48%

CPER

+10.50%

Max(CAGR)

Winner

FXR

+8.82%

CPER

+2.88%

FXR vs CPER - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	FXR	CPER
2026	+5.69%	+8.86%
2025	+7.97%	+38.07%
2024	+17.27%	+5.05%
2023	+26.61%	+5.92%
2022	-16.07%	-14.35%
2021	+27.61%	+23.46%
2020	+11.46%	+22.81%
2019	+32.99%	+7.74%
2018	-15.72%	-21.40%
2017	+23.08%	+29.67%
2016	+28.23%	+17.97%
2015	-13.33%	-24.97%
2014	+9.56%	-16.53%
2013	+42.38%	-11.96%
2012	+13.95%	-0.59%
2011	-7.17%	-2.70%
2010	+23.53%	N/A
2009	+39.21%	N/A
2008	-45.68%	N/A
2007	-2.22%	N/A

FXR vs CPER Drawdown Comparison

The maximum drawdown for FXR was -63.81%, occurring on Mar 9, 2009. Recovery took 1408 trading sessions.

The maximum drawdown for CPER was -54.04%, occurring on Jan 15, 2016. Recovery took 2324 trading sessions.

The current FXR drawdown is -5.99%. The current CPER drawdown is -6.21%.

Rank	FXR	CPER
#1	-63.81% May 31, 2007 - Jan 2, 2013	-54.04% Feb 9, 2012 - May 6, 2021
#2	-44.71% Jan 16, 2020 - Nov 10, 2020	-34.75% Mar 4, 2022 - May 15, 2024
#3	-27.24% Feb 24, 2015 - Nov 11, 2016	-24.77% Jul 24, 2025 - Jan 5, 2026
#4	-26.85% Jan 4, 2022 - Dec 13, 2023	-21.47% Mar 26, 2025 - Jul 8, 2025
#5	-26.65% Nov 25, 2024 - Jan 5, 2026	-21.26% May 21, 2024 - Mar 19, 2025
#6	-25.38% Sep 18, 2018 - Jul 16, 2019	-16.49% May 11, 2021 - Mar 4, 2022
#7	-13.77% Jun 9, 2014 - Nov 24, 2014	-16.43% Jan 29, 2026 - May 11, 2026
#8	-13.66% Feb 20, 2026 - Mar 30, 2026	-8.18% Dec 9, 2011 - Jan 12, 2012
#9	-10.64% Jan 26, 2018 - Aug 21, 2018	-6.95% May 12, 2026 - Jun 2, 2026
#10	-9.34% Jul 24, 2019 - Oct 29, 2019	-6.71% Nov 16, 2011 - Nov 30, 2011
#11	-8.15% Mar 28, 2024 - Jul 16, 2024	-6.21% Jun 2, 2026 - Jun 5, 2026
#12	-7.90% Jan 22, 2014 - Feb 27, 2014	-4.91% Jan 14, 2026 - Jan 29, 2026
#13	-7.64% Jul 31, 2024 - Aug 23, 2024	-4.27% Jan 6, 2026 - Jan 14, 2026
#14	-7.34% Nov 25, 2014 - Feb 13, 2015	-3.19% Jan 27, 2012 - Feb 3, 2012
#15	-7.14% Nov 16, 2021 - Jan 4, 2022	-1.87% Jul 10, 2025 - Jul 21, 2025