FXR vs KSA

Comparison between FIRST TRUST INDUSTRIALS/PRODUCER DURABLES ALPHADEX FUND (FXR, ETF) and ISHARES MSCI SAUDI ARABIA ETF (KSA, ETF).

5-Year PerformanceFXR has outperformed KSA, delivering a return of +10.1% compared to +2.5%

FXR vs KSA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FXR(ETF)	KSA(ETF)
Net Assets	$685M	$686M
Expense Ratio	0.60%	0.75%
Max Drawdown	64.05%	41.80%
Sharpe Ratio	1.05	0.31
5Y Beta	1.05	0.47
P/E Ratio	22.69	N/A
Forward P/E	16.40	N/A
PEG Ratio	0.25	N/A
5Y Dividends CAGR	1.93%	12.77%
5Y EPS CAGR	11.71%	N/A
Debt to Equity	69.39%	N/A

Net Assets

FXR

$685M

Winner

KSA

$686M

Expense Ratio

Winner

FXR

0.60%

KSA

0.75%

Max Drawdown

FXR

64.05%

Winner

KSA

41.80%

Sharpe Ratio

Winner

FXR

1.05

KSA

0.31

5Y Beta

FXR

1.05

Winner

KSA

0.47

P/E Ratio

FXR

22.69

KSA

N/A

Forward P/E

FXR

16.40

KSA

N/A

PEG Ratio

FXR

0.25

KSA

N/A

5Y Dividends CAGR

FXR

1.93%

Winner

KSA

12.77%

5Y EPS CAGR

FXR

11.71%

KSA

N/A

Debt to Equity

FXR

69.39%

KSA

N/A

FXR vs KSA - Historical Returns

Returns include dividend reinvestment.

Period	FXR	KSA
1 month	+5.26%	+2.18%
3 months	+9.19%	+3.85%
6 months	+11.06%	+7.97%
1 year	+24.90%	+9.11%
5 years(CAGR)	+10.07%	+2.46%
10 years(CAGR)	+13.16%	+7.65%
Max(CAGR)	+8.98%	+6.38%

Winner

FXR

+5.26%

KSA

+2.18%

Winner

FXR

+9.19%

KSA

+3.85%

Winner

FXR

+11.06%

KSA

+7.97%

Winner

FXR

+24.90%

KSA

+9.11%

5Y(CAGR)

Winner

FXR

+10.07%

KSA

+2.46%

10Y(CAGR)

Winner

FXR

+13.16%

KSA

+7.65%

Max(CAGR)

Winner

FXR

+8.98%

KSA

+6.38%

FXR vs KSA - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	FXR	KSA
2026	+9.05%	+6.59%
2025	+7.97%	-8.51%
2024	+17.27%	-1.75%
2023	+26.61%	+12.85%
2022	-16.07%	-7.14%
2021	+27.61%	+33.62%
2020	+11.46%	+1.25%
2019	+32.99%	+7.88%
2018	-15.72%	+13.85%
2017	+23.08%	+5.92%
2016	+28.23%	+10.81%
2015	-13.33%	-5.83%
2014	+9.56%	N/A
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 KSA Drawdown Comparison

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

The maximum drawdown for KSA was -40.56%, occurring on Mar 16, 2020. Recovery took 466 trading sessions.

The current FXR drawdown is -3.00%. The current KSA drawdown is -14.59%.

Rank	FXR	KSA
#1	-63.81% May 31, 2007 - Jan 2, 2013	-40.56% May 3, 2019 - Mar 10, 2021
#2	-44.71% Jan 16, 2020 - Nov 10, 2020	-28.74% Oct 13, 2015 - Jun 21, 2017
#3	-27.24% Feb 24, 2015 - Nov 11, 2016	-28.10% Apr 18, 2022 - Mar 17, 2023
#4	-26.85% Jan 4, 2022 - Dec 13, 2023	-13.77% Jul 20, 2018 - Jan 16, 2019
#5	-26.65% Nov 25, 2024 - Jan 5, 2026	-10.56% Nov 12, 2021 - Jan 12, 2022
#6	-25.38% Sep 18, 2018 - Jul 16, 2019	-9.88% Jun 23, 2017 - Jan 12, 2018
#7	-13.77% Jun 9, 2014 - Nov 24, 2014	-5.79% Jan 26, 2018 - Mar 9, 2018
#8	-13.66% Feb 20, 2026 - Mar 30, 2026	-5.64% Apr 23, 2018 - Jun 1, 2018
#9	-10.64% Jan 26, 2018 - Aug 21, 2018	-5.13% Sep 17, 2015 - Oct 7, 2015
#10	-9.34% Jul 24, 2019 - Oct 29, 2019	-4.87% Apr 28, 2021 - Jun 1, 2021
#11	-8.15% Mar 28, 2024 - Jul 16, 2024	-4.63% Jun 5, 2018 - Jul 20, 2018
#12	-7.90% Jan 22, 2014 - Feb 27, 2014	-3.81% Jun 29, 2021 - Aug 2, 2021
#13	-7.64% Jul 31, 2024 - Aug 23, 2024	-3.35% Feb 7, 2019 - Mar 21, 2019
#14	-7.34% Nov 25, 2014 - Feb 13, 2015	-3.13% Mar 8, 2022 - Mar 24, 2022
#15	-7.14% Nov 16, 2021 - Jan 4, 2022	-3.10% Jan 20, 2022 - Jan 31, 2022

Correlation

Correlation between FXR and KSA is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88

-101

Dividend Comparison (2007 - 2026)

FXR vs KSA dividend yield comparison.

Year	FXR	KSA
2026	0.10%	1.54%
2025	0.71%	2.95%
2024	0.72%	3.44%
2023	0.77%	2.44%
2022	0.92%	1.93%
2021	0.52%	1.58%
2020	1.06%	1.76%
2019	0.74%	2.15%
2018	1.18%	2.51%
2017	0.55%	2.30%
2016	0.52%	3.05%
2015	0.62%	0.04%
2014	1.10%	0.00%
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%