FXU vs KORP

Comparison between FIRST TRUST UTILITIES ALPHADEX FUND (FXU, ETF) and AMERICAN CENTURY DIVERSIFIED CORPORATE BOND ETF (KORP, ETF).

5-Year PerformanceFXU has outperformed KORP, delivering a return of +11.7% compared to +1.7%

FXU vs KORP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FXU(ETF)	KORP(ETF)
Net Assets	$821M	$816M
Expense Ratio	0.61%	0.29%
Max Drawdown	51.52%	18.11%
Sharpe Ratio	1.03	0.52
5Y Beta	0.33	0.12
P/E Ratio	16.51	N/A
Forward P/E	15.55	N/A
PEG Ratio	0.15	N/A
5Y Dividends CAGR	1.07%	7.19%
5Y EPS CAGR	15.89%	N/A
Debt to Equity	119.14%	N/A
P/S Ratio	2.17	N/A
P/B Ratio	1.99	N/A

Net Assets

Winner

FXU

$821M

KORP

$816M

Expense Ratio

FXU

0.61%

Winner

KORP

0.29%

Max Drawdown

FXU

51.52%

Winner

KORP

18.11%

Sharpe Ratio

Winner

FXU

1.03

KORP

0.52

5Y Beta

FXU

0.33

Winner

KORP

0.12

P/E Ratio

FXU

16.51

KORP

N/A

Forward P/E

FXU

15.55

KORP

N/A

PEG Ratio

FXU

0.15

KORP

N/A

5Y Dividends CAGR

FXU

1.07%

Winner

KORP

7.19%

5Y EPS CAGR

FXU

15.89%

KORP

N/A

Debt to Equity

FXU

119.14%

KORP

N/A

P/S Ratio

FXU

2.17

KORP

N/A

P/B Ratio

FXU

1.99

KORP

N/A

FXU vs KORP - Historical Returns

Returns include dividend reinvestment.

Period	FXU	KORP
1 month	+0.50%	+0.64%
3 months	-2.57%	+1.40%
6 months	+8.80%	+1.48%
1 year	+16.56%	+5.53%
5 years(CAGR)	+11.70%	+1.72%
10 years(CAGR)	+9.41%	+2.85%
Max(CAGR)	+7.78%	+2.85%

FXU

+0.50%

Winner

KORP

+0.64%

FXU

-2.57%

Winner

KORP

+1.40%

Winner

FXU

+8.80%

KORP

+1.48%

Winner

FXU

+16.56%

KORP

+5.53%

5Y(CAGR)

Winner

FXU

+11.70%

KORP

+1.72%

10Y(CAGR)

Winner

FXU

+9.41%

KORP

+2.85%

Max(CAGR)

Winner

FXU

+7.78%

KORP

+2.85%

FXU vs KORP - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	FXU	KORP
2026	+7.00%	+0.98%
2025	+20.86%	+8.12%
2024	+20.85%	+4.19%
2023	-1.69%	+7.11%
2022	+4.44%	-9.75%
2021	+20.51%	-0.45%
2020	+2.38%	+6.82%
2019	+12.50%	+10.11%
2018	+5.68%	-1.21%
2017	+0.04%	N/A
2016	+23.04%	N/A
2015	-6.87%	N/A
2014	+27.25%	N/A
2013	+15.85%	N/A
2012	+3.99%	N/A
2011	+9.23%	N/A
2010	+9.33%	N/A
2009	+19.04%	N/A
2008	-27.90%	N/A
2007	-3.71%	N/A

FXU vs KORP Drawdown Comparison

The maximum drawdown for FXU was -49.02%, occurring on Mar 9, 2009. Recovery took 1000 trading sessions.

The maximum drawdown for KORP was -14.90%, occurring on Oct 20, 2022. Recovery took 754 trading sessions.

The current FXU drawdown is -5.57%. The current KORP drawdown is -0.85%.

Rank	FXU	KORP
#1	-49.02% May 22, 2007 - May 10, 2011	-14.90% Aug 3, 2021 - Aug 2, 2024
#2	-34.81% Feb 18, 2020 - Apr 14, 2021	-12.70% Mar 4, 2020 - Jun 19, 2020
#3	-21.88% Sep 12, 2022 - May 9, 2024	-5.04% Oct 1, 2024 - Jun 24, 2025
#4	-17.01% Jul 7, 2011 - Jul 18, 2012	-3.22% Feb 26, 2026 - Mar 27, 2026
#5	-14.69% Jun 16, 2017 - Aug 9, 2018	-2.47% Dec 31, 2020 - Jul 2, 2021
#6	-14.65% Dec 29, 2014 - Mar 7, 2016	-2.11% Jan 16, 2018 - Jan 28, 2019
#7	-14.50% Apr 20, 2022 - Aug 12, 2022	-1.44% Oct 28, 2025 - Jan 14, 2026
#8	-10.22% Oct 18, 2012 - Mar 15, 2013	-1.42% Sep 4, 2019 - Oct 3, 2019
#9	-9.25% Dec 3, 2018 - Mar 13, 2019	-1.15% Jul 1, 2025 - Jul 29, 2025
#10	-9.03% Nov 26, 2024 - Mar 17, 2025	-1.02% Aug 2, 2024 - Aug 13, 2024
#11	-9.00% Jul 25, 2016 - Feb 17, 2017	-0.92% Aug 7, 2020 - Nov 4, 2020
#12	-8.63% Apr 9, 2026 - Jun 1, 2026	-0.86% Jan 14, 2026 - Feb 5, 2026
#13	-8.57% Apr 2, 2025 - May 2, 2025	-0.84% Sep 15, 2025 - Oct 14, 2025
#14	-7.91% Sep 2, 2021 - Dec 15, 2021	-0.77% Oct 4, 2019 - Dec 3, 2019
#15	-7.88% Jun 30, 2014 - Oct 28, 2014	-0.55% Aug 13, 2025 - Aug 22, 2025

Correlation

Correlation between FXU and KORP is 0.80 which considered as a strong positive correlation - the stocks tend to move together.

0.80

-101

Dividend Comparison (2007 - 2026)

FXU vs KORP dividend yield comparison.

Year	FXU	KORP
2026	0.47%	2.09%
2025	2.29%	4.98%
2024	2.41%	5.08%
2023	2.52%	4.42%
2022	2.03%	2.89%
2021	2.00%	1.86%
2020	3.97%	3.22%
2019	2.34%	3.20%
2018	2.40%	2.97%
2017	3.81%	0.00%
2016	2.62%	0.00%
2015	3.90%	0.00%
2014	2.14%	0.00%
2013	4.14%	0.00%
2012	3.09%	0.00%
2011	1.83%	0.00%
2010	2.68%	0.00%
2009	2.84%	0.00%
2008	0.99%	0.00%
2007	4.36%	0.00%