FXU vs DOL
Comparison between FIRST TRUST UTILITIES ALPHADEX FUND (FXU, ETF) and WISDOMTREE INTERNATIONAL LARGECAP DIVIDEND FUND (DOL, ETF).
5-Year PerformanceFXU has outperformed DOL, delivering a return of +12.7% compared to +12.6%
FXU vs DOL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FXU
$815M
Winner
DOL
$815M
Expense Ratio
FXU
0.61%
Winner
DOL
0.48%
Max Drawdown
Winner
FXU
51.52%
DOL
63.89%
Sharpe Ratio
FXU
0.88
Winner
DOL
1.46
5Y Beta
Winner
FXU
0.31
DOL
0.64
P/E Ratio
FXU
16.62
DOL
N/A
Forward P/E
FXU
15.76
DOL
N/A
PEG Ratio
FXU
0.13
DOL
N/A
5Y Dividends CAGR
FXU
1.42%
Winner
DOL
12.23%
5Y EPS CAGR
FXU
18.63%
DOL
N/A
Debt to Equity
FXU
123.93%
DOL
N/A
P/S Ratio
FXU
2.36
DOL
N/A
P/B Ratio
FXU
2.01
DOL
N/A
FXU vs DOL - Holdings Comparison
FXU and DOL have 1 common holdings. Overlap is 0.00%
FXU's top 25 holdings weight is 81.79%. DOL's top 25 holdings weight is 34.58%.
| Rank | FXU | DOL |
|---|---|---|
| #1 | UGI CORP (UGI) - 4.35% | n/a (n/a) - 4.94% |
| #2 | PG&E CORP (PCG) - 4.32% | SAMSUNG ELECTRONICS CO LTD (n/a) - 2.91% |
| #3 | NATIONAL FUEL GAS CO (NFG) - 4.30% | HSBC HOLDINGS PLC (n/a) - 2.11% |
| #4 | EDISON INTERNATIONAL (EIX) - 4.28% | INTESA SANPAOLO (n/a) - 1.49% |
| #5 | EVERSOURCE ENERGY (ES) - 4.24% | NESTLE SA (n/a) - 1.46% |
| #6 | THE AES CORP (AES) - 4.19% | NOVARTIS AG REGISTERED SHARES (n/a) - 1.45% |
| #7 | CONSOLIDATED EDISON INC (ED) - 4.14% | SHELL PLC (n/a) - 1.35% |
| #8 | EXELON CORP (EXC) - 4.07% | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.26% |
| #9 | TALEN ENERGY CORP ORDINARY SHARES NEW (TLN) - 3.46% | TOYOTA MOTOR CORP (n/a) - 1.26% |
| #10 | OGE ENERGY CORP (OGE) - 3.33% | BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 1.16% |
| #11 | PINNACLE WEST CAPITAL CORP (PNW) - 3.32% | BHP GROUP LTD (n/a) - 1.13% |
| #12 | MDU RESOURCES GROUP INC (MDU) - 3.30% | ASML HOLDING NV (n/a) - 1.12% |
| #13 | ESSENTIAL UTILITIES INC (WTRG) - 3.29% | BRITISH AMERICAN TOBACCO PLC (n/a) - 1.12% |
| #14 | EVERGY INC (EVRG) - 3.28% | MEDIATEK INC (n/a) - 1.10% |
| #15 | DUKE ENERGY CORP (DUK) - 3.26% | AXA SA (n/a) - 1.10% |
| #16 | PPL CORP (PPL) - 3.26% | BNP PARIBAS ACT. CAT.A (n/a) - 1.03% |
| #17 | DOMINION ENERGY INC (D) - 2.59% | EQUINOR ASA (n/a) - 1.02% |
| #18 | ATMOS ENERGY CORP (ATO) - 2.53% | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 0.99% |
| #19 | XCEL ENERGY INC (XEL) - 2.46% | UNICREDIT SPA (n/a) - 0.98% |
| #20 | PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 2.45% | SK HYNIX INC (n/a) - 0.97% |
| #21 | AMEREN CORP (AEE) - 2.45% | ALLIANZ SE (n/a) - 0.96% |
| #22 | CMS ENERGY CORP (CMS) - 2.41% | ENEL SPA (n/a) - 0.93% |
| #23 | AMERICAN ELECTRIC POWER CO INC (AEP) - 2.41% | LVMH MOET HENNESSY LOUIS VUITTON SE (n/a) - 0.92% |
| #24 | NISOURCE INC (NI) - 2.40% | n/a (n/a) - 0.92% |
| #25 | FIRSTENERGY CORP (FE) - 1.70% | RIO TINTO PLC ORDINARY SHARES (n/a) - 0.90% |
| Total Holdings | 42 | 301 |
FXU vs DOL - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FXU
+1.91%
DOL
-1.13%
3M
FXU
+1.53%
Winner
DOL
+5.42%
6M
FXU
+6.91%
Winner
DOL
+10.74%
1Y
FXU
+15.49%
Winner
DOL
+28.27%
5Y(CAGR)
Winner
FXU
+12.74%
DOL
+12.61%
10Y(CAGR)
FXU
+8.99%
Winner
DOL
+9.70%
Max(CAGR)
Winner
FXU
+7.84%
DOL
+5.79%
FXU vs DOL - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | FXU | DOL |
|---|---|---|
| 2026 | +9.02% | +13.00% |
| 2025 | +20.86% | +37.90% |
| 2024 | +20.85% | +4.93% |
| 2023 | -1.69% | +16.05% |
| 2022 | +4.44% | -7.26% |
| 2021 | +20.51% | +10.74% |
| 2020 | +2.38% | -4.00% |
| 2019 | +12.50% | +19.44% |
| 2018 | +5.68% | -13.40% |
| 2017 | +0.04% | +21.57% |
| 2016 | +23.04% | +4.43% |
| 2015 | -6.87% | -4.18% |
| 2014 | +27.25% | -3.87% |
| 2013 | +15.85% | +18.19% |
| 2012 | +3.99% | +13.34% |
| 2011 | +9.23% | -9.00% |
| 2010 | +9.33% | -0.84% |
| 2009 | +19.04% | +22.52% |
| 2008 | -27.90% | -39.88% |
| 2007 | -3.71% | +13.30% |
| 2006 | N/A | +22.10% |
FXU vs DOL Drawdown Comparison
The maximum drawdown for FXU was -49.02%, occurring on Mar 9, 2009. Recovery took 1000 trading sessions.
The maximum drawdown for DOL was -60.78%, occurring on Mar 9, 2009. Recovery took 2480 trading sessions.
The current FXU drawdown is -3.79%. The current DOL drawdown is -1.45%.
| Rank | FXU | DOL |
|---|---|---|
| #1 | -49.02% May 22, 2007 - May 10, 2011 | -60.78% Oct 31, 2007 - Sep 7, 2017 |
| #2 | -34.81% Feb 18, 2020 - Apr 14, 2021 | -35.97% Jan 26, 2018 - Apr 15, 2021 |
| #3 | -21.88% Sep 12, 2022 - May 9, 2024 | -24.60% Jan 12, 2022 - Jun 15, 2023 |
| #4 | -17.01% Jul 7, 2011 - Jul 18, 2012 | -12.48% Jul 12, 2007 - Sep 27, 2007 |
| #5 | -14.69% Jun 16, 2017 - Aug 9, 2018 | -12.43% Mar 18, 2025 - Apr 24, 2025 |
| #6 | -14.65% Dec 29, 2014 - Mar 7, 2016 | -11.33% Feb 25, 2026 - May 6, 2026 |
| #7 | -14.50% Apr 20, 2022 - Aug 12, 2022 | -9.62% Sep 26, 2024 - Feb 25, 2025 |
| #8 | -10.22% Oct 18, 2012 - Mar 15, 2013 | -8.80% Jul 28, 2023 - Dec 13, 2023 |
| #9 | -9.25% Dec 3, 2018 - Mar 13, 2019 | -8.04% Feb 26, 2007 - Apr 3, 2007 |
| #10 | -9.03% Nov 26, 2024 - Mar 17, 2025 | -6.86% Aug 13, 2021 - Jan 4, 2022 |
| #11 | -9.00% Jul 25, 2016 - Feb 17, 2017 | -6.73% Jul 12, 2024 - Aug 19, 2024 |
| #12 | -8.63% Apr 9, 2026 - Jun 1, 2026 | -4.93% Jul 10, 2006 - Jul 28, 2006 |
| #13 | -8.57% Apr 2, 2025 - May 2, 2025 | -4.91% Nov 12, 2025 - Dec 10, 2025 |
| #14 | -7.91% Sep 2, 2021 - Dec 15, 2021 | -4.88% Aug 22, 2006 - Oct 16, 2006 |
| #15 | -7.88% Jun 30, 2014 - Oct 28, 2014 | -4.47% Jun 15, 2021 - Aug 13, 2021 |
Correlation
Correlation between FXU and DOL is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2006 - 2026)
FXU vs DOL dividend yield comparison.
| Year | FXU | DOL |
|---|---|---|
| 2026 | 0.91% | 1.62% |
| 2025 | 2.29% | 2.83% |
| 2024 | 2.41% | 3.78% |
| 2023 | 2.52% | 4.02% |
| 2022 | 2.03% | 4.47% |
| 2021 | 2.00% | 3.58% |
| 2020 | 3.97% | 2.82% |
| 2019 | 2.34% | 3.50% |
| 2018 | 2.40% | 4.03% |
| 2017 | 3.81% | 3.17% |
| 2016 | 2.62% | 3.58% |
| 2015 | 3.90% | 3.66% |
| 2014 | 2.14% | 5.02% |
| 2013 | 4.14% | 3.20% |
| 2012 | 3.09% | 3.43% |
| 2011 | 1.83% | 4.72% |
| 2010 | 2.68% | 3.47% |
| 2009 | 2.84% | 3.24% |
| 2008 | 0.99% | 6.11% |
| 2007 | 4.36% | 2.02% |
| 2006 | 0.00% | 0.49% |
Select Stocks to Compare
Popular: FXU vs SPYDOL vs SPY
More Comparisons
Compare with similar stocks