FXR vs EWX
Comparison between FIRST TRUST INDUSTRIALS/PRODUCER DURABLES ALPHADEX FUND (FXR, ETF) and STATE STREET(R) SPDR(R) S&P(R) EMERGING MARKETS SMALL CAP ETF (EWX, ETF).
5-Year PerformanceFXR has outperformed EWX, delivering a return of +9.2% compared to +5.6%
FXR vs EWX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
FXR
$733M
EWX
$733M
Expense Ratio
Winner
FXR
0.60%
EWX
0.65%
Max Drawdown
FXR
64.05%
Winner
EWX
63.90%
Sharpe Ratio
Winner
FXR
0.65
EWX
0.53
5Y Beta
FXR
1.05
Winner
EWX
0.65
P/E Ratio
FXR
21.70
EWX
N/A
Forward P/E
FXR
16.25
EWX
N/A
PEG Ratio
FXR
0.31
EWX
N/A
5Y Dividends CAGR
FXR
8.49%
Winner
EWX
9.05%
5Y EPS CAGR
FXR
14.48%
EWX
N/A
Debt to Equity
FXR
73.16%
EWX
N/A
P/S Ratio
FXR
1.59
EWX
N/A
P/B Ratio
FXR
3.26
EWX
N/A
FXR vs EWX - Holdings Comparison
FXR and EWX have 1 common holdings. Overlap is 0.00%
FXR's top 25 holdings weight is 27.12%. EWX's top 25 holdings weight is 6.38%.
| Rank | FXR | EWX |
|---|---|---|
| #1 | PAYPAL HOLDINGS INC (PYPL) - 1.43% | n/a (n/a) - 1.21% |
| #2 | ACCENTURE PLC CLASS A (ACN) - 1.23% | n/a (n/a) - 0.98% |
| #3 | GENPACT LTD (G) - 1.22% | GULF NAVIGATION HOLDING PJSC (n/a) - 0.23% |
| #4 | EURONET WORLDWIDE INC (EEFT) - 1.19% | PAN AFRICAN RESOURCES PLC (PAFRF) - 0.22% |
| #5 | n/a (FIS) - 1.18% | INARI AMERTRON BHD (n/a) - 0.20% |
| #6 | ADT INC (ADT) - 1.16% | REDEFINE PROPERTIES LTD (n/a) - 0.19% |
| #7 | THE WESTERN UNION CO (WU) - 1.16% | ADVANCED ECHEM MATERIALS CO LTD (n/a) - 0.19% |
| #8 | FISERV INC (FISV) - 1.15% | LINGBAO GOLD GROUP CO LTD CLASS H (n/a) - 0.19% |
| #9 | VONTIER CORP ORDINARY SHARES (VNT) - 1.14% | PRECISION TSUGAMI (CHINA) CORP LTD (n/a) - 0.18% |
| #10 | GRAPHIC PACKAGING HOLDING CO (GPK) - 1.11% | BRAVA ENERGIA SA ORDINARY SHARES (n/a) - 0.18% |
| #11 | SUNBELT RENTALS HOLDINGS INC (SUNB) - 1.09% | ORBIA ADVANCE CORP SAB DE CV (n/a) - 0.18% |
| #12 | AGCO CORP (AGCO) - 1.07% | PIXART IMAGING INC (n/a) - 0.18% |
| #13 | SONOCO PRODUCTS CO (SON) - 1.06% | n/a (n/a) - 0.18% |
| #14 | NVENT ELECTRIC PLC (NVT) - 1.05% | PRIMAX ELECTRONICS LTD (n/a) - 0.18% |
| #15 | MOHAWK INDUSTRIES INC (MHK) - 1.03% | NETCARE LTD (n/a) - 0.18% |
| #16 | KEYSIGHT TECHNOLOGIES INC (KEYS) - 1.03% | MOKINGRAN JEWELLERY GROUP CO LTD (n/a) - 0.18% |
| #17 | EMCOR GROUP INC (EME) - 1.03% | MOTUS HOLDINGS LTD ORDINARY SHARES (n/a) - 0.18% |
| #18 | QUANTA SERVICES INC (PWR) - 1.01% | CENTURY IRON AND STEEL INDUSTRIAL CO LTD (n/a) - 0.18% |
| #19 | AAON INC (AAON) - 0.99% | NATIONAL INDUSTRIES GROUP HOLDING SAK (n/a) - 0.17% |
| #20 | COMFORT SYSTEMS USA INC (FIX) - 0.98% | BLACK SESAME INTERNATIONAL HOLDING LTD (n/a) - 0.17% |
| #21 | MODINE MANUFACTURING CO (MOD) - 0.97% | n/a (n/a) - 0.17% |
| #22 | CATERPILLAR INC (CAT) - 0.96% | QISDA CORP (n/a) - 0.17% |
| #23 | MASTEC INC (MTZ) - 0.96% | WINWAY TECHNOLOGY CO LTD ORDINARY SHARES (n/a) - 0.17% |
| #24 | JACK HENRY & ASSOCIATES INC (JKHY) - 0.96% | BIT DIGITAL INC ORDINARY SHARES (BTBT) - 0.16% |
| #25 | TRANSUNION (TRU) - 0.96% | n/a (n/a) - 0.16% |
| Total Holdings | 158 | 2744 |
FXR vs EWX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FXR
-0.00%
EWX
-9.42%
3M
Winner
FXR
+0.26%
EWX
-4.13%
6M
FXR
+1.49%
Winner
EWX
+2.99%
1Y
Winner
FXR
+16.71%
EWX
+11.25%
5Y(CAGR)
Winner
FXR
+9.25%
EWX
+5.58%
10Y(CAGR)
Winner
FXR
+12.84%
EWX
+8.38%
Max(CAGR)
Winner
FXR
+8.93%
EWX
+4.22%
FXR vs EWX - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | FXR | EWX |
|---|---|---|
| 2026 | +8.83% | +5.18% |
| 2025 | +7.97% | +16.17% |
| 2024 | +17.27% | +7.64% |
| 2023 | +26.61% | +17.12% |
| 2022 | -16.07% | -15.32% |
| 2021 | +27.61% | +16.66% |
| 2020 | +11.46% | +13.04% |
| 2019 | +32.99% | +14.58% |
| 2018 | -15.72% | -19.74% |
| 2017 | +23.08% | +32.53% |
| 2016 | +28.23% | +10.04% |
| 2015 | -13.33% | -11.76% |
| 2014 | +9.56% | +0.87% |
| 2013 | +42.38% | +0.15% |
| 2012 | +13.95% | +23.85% |
| 2011 | -7.17% | -30.79% |
| 2010 | +23.53% | +19.60% |
| 2009 | +39.21% | +92.49% |
| 2008 | -45.68% | -53.20% |
| 2007 | -2.22% | N/A |
FXR vs EWX Drawdown Comparison
The maximum drawdown for FXR was -63.81%, occurring on Mar 9, 2009. Recovery took 1408 trading sessions.
The maximum drawdown for EWX was -63.90%, occurring on Nov 20, 2008. Recovery took 583 trading sessions.
The current FXR drawdown is -3.20%. The current EWX drawdown is -9.42%.
| Rank | FXR | EWX |
|---|---|---|
| #1 | -63.81% May 31, 2007 - Jan 2, 2013 | -63.90% May 19, 2008 - Sep 13, 2010 |
| #2 | -44.71% Jan 16, 2020 - Nov 10, 2020 | -42.99% Jan 26, 2018 - Dec 28, 2020 |
| #3 | -27.24% Feb 24, 2015 - Nov 11, 2016 | -34.12% Jan 5, 2011 - Sep 5, 2014 |
| #4 | -26.85% Jan 4, 2022 - Dec 13, 2023 | -31.87% Sep 5, 2014 - Jul 14, 2017 |
| #5 | -26.65% Nov 25, 2024 - Jan 5, 2026 | -24.67% Jul 12, 2021 - Apr 9, 2024 |
| #6 | -25.38% Sep 18, 2018 - Jul 16, 2019 | -21.36% Oct 7, 2024 - Jul 3, 2025 |
| #7 | -13.77% Jun 9, 2014 - Nov 24, 2014 | -10.68% Jun 22, 2026 - Jul 20, 2026 |
| #8 | -13.66% Feb 20, 2026 - Mar 30, 2026 | -9.20% Jul 12, 2024 - Sep 24, 2024 |
| #9 | -10.64% Jan 26, 2018 - Aug 21, 2018 | -7.98% Feb 25, 2026 - Apr 13, 2026 |
| #10 | -9.34% Jul 24, 2019 - Oct 29, 2019 | -6.48% Nov 4, 2010 - Jan 3, 2011 |
| #11 | -8.15% Mar 28, 2024 - Jul 16, 2024 | -5.86% May 26, 2026 - Jun 18, 2026 |
| #12 | -7.90% Jan 22, 2014 - Feb 27, 2014 | -5.85% Apr 28, 2021 - May 28, 2021 |
| #13 | -7.64% Jul 31, 2024 - Aug 23, 2024 | -4.99% Sep 17, 2025 - Jan 9, 2026 |
| #14 | -7.34% Nov 25, 2014 - Feb 13, 2015 | -4.85% Apr 9, 2024 - May 2, 2024 |
| #15 | -7.14% Nov 16, 2021 - Jan 4, 2022 | -4.38% May 11, 2026 - May 26, 2026 |
Correlation
Correlation between FXR and EWX is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2007 - 2026)
FXR vs EWX dividend yield comparison.
| Year | FXR | EWX |
|---|---|---|
| 2026 | 0.28% | 0.83% |
| 2025 | 0.71% | 2.91% |
| 2024 | 0.72% | 2.90% |
| 2023 | 0.77% | 2.32% |
| 2022 | 0.92% | 3.00% |
| 2021 | 0.52% | 2.77% |
| 2020 | 1.06% | 2.24% |
| 2019 | 0.74% | 2.73% |
| 2018 | 1.18% | 3.26% |
| 2017 | 0.55% | 2.30% |
| 2016 | 0.52% | 2.46% |
| 2015 | 0.62% | 3.04% |
| 2014 | 1.10% | 2.74% |
| 2013 | 0.41% | 2.33% |
| 2012 | 2.08% | 2.27% |
| 2011 | 0.58% | 5.58% |
| 2010 | 0.55% | 3.03% |
| 2009 | 0.75% | 1.79% |
| 2008 | 0.64% | 0.85% |
| 2007 | 0.11% | 0.00% |
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