FXU vs NXP
Comparison between FIRST TRUST UTILITIES ALPHADEX FUND (FXU, ETF) and Nuveen Select Tax-Free Income Portfolio (NXP, ETF).
5-Year PerformanceFXU has outperformed NXP, delivering a return of +12.1% compared to -1.2%
FXU vs NXP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
FXU vs NXP - Historical Returns
Returns include dividend reinvestment.
FXU vs NXP - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | FXU | NXP |
|---|---|---|
| 2026 | +6.98% | +2.54% |
| 2025 | +20.86% | -1.44% |
| 2024 | +20.85% | +6.69% |
| 2023 | -1.69% | +10.03% |
| 2022 | +4.44% | -8.92% |
| 2021 | +20.51% | -8.29% |
| 2020 | +2.38% | +12.55% |
| 2019 | +12.50% | +18.42% |
| 2018 | +5.68% | -0.11% |
| 2017 | +0.04% | +9.22% |
| 2016 | +23.04% | +1.11% |
| 2015 | -6.87% | +4.11% |
| 2014 | +27.25% | +16.56% |
| 2013 | +15.85% | -11.51% |
| 2012 | +3.99% | +7.67% |
| 2011 | +9.23% | +14.63% |
| 2010 | +9.33% | -3.39% |
| 2009 | +19.04% | +11.72% |
| 2008 | -27.90% | +0.94% |
| 2007 | -3.71% | +1.33% |
| 2006 | N/A | +9.04% |
| 2005 | N/A | +10.10% |
| 2004 | N/A | +3.80% |
| 2003 | N/A | +4.55% |
| 2002 | N/A | +6.03% |
| 2001 | N/A | -0.62% |
| 2000 | N/A | +14.71% |
| 1999 | N/A | -3.20% |
FXU vs NXP Drawdown Comparison
The maximum drawdown for FXU was -49.02%, occurring on Mar 9, 2009. Recovery took 1000 trading sessions.
The maximum drawdown for NXP was -27.62%, occurring on Oct 14, 2022. This drawdown has not yet recovered.
The current FXU drawdown is -5.59%. The current NXP drawdown is -7.70%.
| Rank | FXU | NXP |
|---|---|---|
| #1 | -49.02% May 22, 2007 - May 10, 2011 | -27.62% Jul 7, 2021 - Oct 14, 2022 |
| #2 | -34.81% Feb 18, 2020 - Apr 14, 2021 | -21.84% Feb 11, 2020 - Aug 13, 2020 |
| #3 | -21.88% Sep 12, 2022 - May 9, 2024 | -19.90% Nov 8, 2012 - Jan 27, 2015 |
| #4 | -17.01% Jul 7, 2011 - Jul 18, 2012 | -18.78% May 22, 2008 - May 14, 2009 |
| #5 | -14.69% Jun 16, 2017 - Aug 9, 2018 | -15.33% Nov 2, 2010 - Dec 19, 2011 |
| #6 | -14.65% Dec 29, 2014 - Mar 7, 2016 | -14.23% Aug 18, 2016 - Jan 31, 2019 |
| #7 | -14.50% Apr 20, 2022 - Aug 12, 2022 | -11.28% Feb 12, 2004 - Oct 22, 2004 |
| #8 | -10.22% Oct 18, 2012 - Mar 15, 2013 | -10.54% Feb 10, 2021 - Apr 12, 2021 |
| #9 | -9.25% Dec 3, 2018 - Mar 13, 2019 | -10.01% Nov 19, 1999 - Jul 3, 2000 |
| #10 | -9.03% Nov 26, 2024 - Mar 17, 2025 | -9.51% Aug 28, 2001 - May 6, 2002 |
| #11 | -9.00% Jul 25, 2016 - Feb 17, 2017 | -8.57% Jun 26, 2003 - Feb 11, 2004 |
| #12 | -8.63% Apr 9, 2026 - Jun 1, 2026 | -8.45% Feb 2, 2015 - Jan 5, 2016 |
| #13 | -8.57% Apr 2, 2025 - May 2, 2025 | -7.90% Apr 12, 2021 - May 25, 2021 |
| #14 | -7.91% Sep 2, 2021 - Dec 15, 2021 | -7.87% Aug 1, 2002 - May 27, 2003 |
| #15 | -7.88% Jun 30, 2014 - Oct 28, 2014 | -7.50% Mar 29, 2007 - Jan 7, 2008 |
Correlation
Correlation between FXU and NXP is 0.90 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2000 - 2026)
FXU vs NXP dividend yield comparison.
| Year | FXU | NXP |
|---|---|---|
| 2026 | 0.47% | 1.89% |
| 2025 | 2.29% | 4.47% |
| 2024 | 2.41% | 4.00% |
| 2023 | 2.52% | 3.94% |
| 2022 | 2.03% | 3.93% |
| 2021 | 2.00% | 3.42% |
| 2020 | 3.97% | 3.07% |
| 2019 | 2.34% | 3.33% |
| 2018 | 2.40% | 3.88% |
| 2017 | 3.81% | 3.79% |
| 2016 | 2.62% | 3.96% |
| 2015 | 3.90% | 3.99% |
| 2014 | 2.14% | 4.40% |
| 2013 | 4.14% | 4.93% |
| 2012 | 3.09% | 4.42% |
| 2011 | 1.83% | 4.90% |
| 2010 | 2.68% | 5.27% |
| 2009 | 2.84% | 4.40% |
| 2008 | 0.99% | 4.96% |
| 2007 | 4.36% | 4.84% |
| 2006 | 0.00% | 4.67% |
| 2005 | 0.00% | 4.82% |
| 2004 | 0.00% | 6.13% |
| 2003 | 0.00% | 5.66% |
| 2002 | 0.00% | 6.35% |
| 2001 | 0.00% | 6.46% |
| 2000 | 0.00% | 2.49% |
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