FXU vs AOK
Comparison between FIRST TRUST UTILITIES ALPHADEX FUND (FXU, ETF) and ISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF (AOK, ETF).
5-Year PerformanceFXU has outperformed AOK, delivering a return of +12.7% compared to +3.4%
FXU vs AOK - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
FXU vs AOK - Historical Returns
Returns include dividend reinvestment.
FXU vs AOK - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | FXU | AOK |
|---|---|---|
| 2026 | +9.02% | +3.37% |
| 2025 | +20.86% | +11.44% |
| 2024 | +20.85% | +7.10% |
| 2023 | -1.69% | +10.30% |
| 2022 | +4.44% | -13.75% |
| 2021 | +20.51% | +5.03% |
| 2020 | +2.38% | +8.81% |
| 2019 | +12.50% | +13.65% |
| 2018 | +5.68% | -3.25% |
| 2017 | +0.04% | +9.60% |
| 2016 | +23.04% | +5.60% |
| 2015 | -6.87% | -1.07% |
| 2014 | +27.25% | +4.47% |
| 2013 | +15.85% | +6.05% |
| 2012 | +3.99% | +6.34% |
| 2011 | +9.23% | +4.24% |
| 2010 | +9.33% | +6.63% |
| 2009 | +19.04% | +8.46% |
| 2008 | -27.90% | +4.06% |
| 2007 | -3.71% | N/A |
FXU vs AOK Drawdown Comparison
The maximum drawdown for FXU was -49.02%, occurring on Mar 9, 2009. Recovery took 1000 trading sessions.
The maximum drawdown for AOK was -18.94%, occurring on Oct 14, 2022. Recovery took 674 trading sessions.
The current FXU drawdown is -3.79%. The current AOK drawdown is -0.85%.
| Rank | FXU | AOK |
|---|---|---|
| #1 | -49.02% May 22, 2007 - May 10, 2011 | -18.94% Nov 5, 2021 - Jul 16, 2024 |
| #2 | -34.81% Feb 18, 2020 - Apr 14, 2021 | -14.55% Feb 19, 2020 - Jun 8, 2020 |
| #3 | -21.88% Sep 12, 2022 - May 9, 2024 | -10.84% Nov 25, 2008 - Dec 9, 2008 |
| #4 | -17.01% Jul 7, 2011 - Jul 18, 2012 | -9.06% Dec 19, 2008 - May 8, 2009 |
| #5 | -14.69% Jun 16, 2017 - Aug 9, 2018 | -6.42% Apr 24, 2015 - Jun 3, 2016 |
| #6 | -14.65% Dec 29, 2014 - Mar 7, 2016 | -6.15% Jan 26, 2018 - Mar 15, 2019 |
| #7 | -14.50% Apr 20, 2022 - Aug 12, 2022 | -5.02% Nov 14, 2008 - Nov 25, 2008 |
| #8 | -10.22% Oct 18, 2012 - Mar 15, 2013 | -4.96% Feb 26, 2025 - May 13, 2025 |
| #9 | -9.25% Dec 3, 2018 - Mar 13, 2019 | -4.50% Feb 25, 2026 - Apr 17, 2026 |
| #10 | -9.03% Nov 26, 2024 - Mar 17, 2025 | -4.43% May 21, 2013 - Sep 18, 2013 |
| #11 | -9.00% Jul 25, 2016 - Feb 17, 2017 | -3.79% May 8, 2009 - Jun 12, 2009 |
| #12 | -8.63% Apr 9, 2026 - Jun 1, 2026 | -3.68% Jul 22, 2011 - Oct 28, 2011 |
| #13 | -8.57% Apr 2, 2025 - May 2, 2025 | -3.64% Jun 12, 2009 - Aug 4, 2009 |
| #14 | -7.91% Sep 2, 2021 - Dec 15, 2021 | -3.50% Dec 6, 2024 - Feb 26, 2025 |
| #15 | -7.88% Jun 30, 2014 - Oct 28, 2014 | -3.41% Sep 7, 2016 - Feb 23, 2017 |
Correlation
Correlation between FXU and AOK is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2007 - 2026)
FXU vs AOK dividend yield comparison.
| Year | FXU | AOK |
|---|---|---|
| 2026 | 0.91% | 1.59% |
| 2025 | 2.29% | 3.28% |
| 2024 | 2.41% | 3.23% |
| 2023 | 2.52% | 2.93% |
| 2022 | 2.03% | 2.25% |
| 2021 | 2.00% | 1.55% |
| 2020 | 3.97% | 2.10% |
| 2019 | 2.34% | 2.71% |
| 2018 | 2.40% | 2.68% |
| 2017 | 3.81% | 2.91% |
| 2016 | 2.62% | 2.14% |
| 2015 | 3.90% | 2.02% |
| 2014 | 2.14% | 2.08% |
| 2013 | 4.14% | 1.82% |
| 2012 | 3.09% | 2.05% |
| 2011 | 1.83% | 2.35% |
| 2010 | 2.68% | 1.78% |
| 2009 | 2.84% | 2.33% |
| 2008 | 0.99% | 0.44% |
| 2007 | 4.36% | 0.00% |
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