FXU vs SCHQ
Comparison between FIRST TRUST UTILITIES ALPHADEX FUND (FXU, ETF) and SCHWAB LONG-TERM U.S. TREASURY ETF (SCHQ, ETF).
5-Year PerformanceFXU has outperformed SCHQ, delivering a return of +12.1% compared to -5.4%
FXU vs SCHQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
FXU vs SCHQ - Historical Returns
Returns include dividend reinvestment.
FXU vs SCHQ - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | FXU | SCHQ |
|---|---|---|
| 2026 | +6.98% | -0.59% |
| 2025 | +20.86% | +5.23% |
| 2024 | +20.85% | -5.88% |
| 2023 | -1.69% | +1.53% |
| 2022 | +4.44% | -27.71% |
| 2021 | +20.51% | -4.78% |
| 2020 | +2.38% | +16.50% |
| 2019 | +12.50% | -4.02% |
| 2018 | +5.68% | N/A |
| 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 SCHQ Drawdown Comparison
The maximum drawdown for FXU was -49.02%, occurring on Mar 9, 2009. Recovery took 1000 trading sessions.
The maximum drawdown for SCHQ was -46.13%, occurring on Oct 19, 2023. This drawdown has not yet recovered.
The current FXU drawdown is -5.59%. The current SCHQ drawdown is -37.03%.
| Rank | FXU | SCHQ |
|---|---|---|
| #1 | -49.02% May 22, 2007 - May 10, 2011 | -46.13% Aug 4, 2020 - Oct 19, 2023 |
| #2 | -34.81% Feb 18, 2020 - Apr 14, 2021 | -14.77% Mar 9, 2020 - Aug 4, 2020 |
| #3 | -21.88% Sep 12, 2022 - May 9, 2024 | -4.81% Oct 10, 2019 - Jan 24, 2020 |
| #4 | -17.01% Jul 7, 2011 - Jul 18, 2012 | -2.39% Jan 31, 2020 - Feb 20, 2020 |
| #5 | -14.69% Jun 16, 2017 - Aug 9, 2018 | -1.01% Mar 3, 2020 - Mar 5, 2020 |
| #6 | -14.65% Dec 29, 2014 - Mar 7, 2016 | -0.80% Jan 27, 2020 - Jan 29, 2020 |
| #7 | -14.50% Apr 20, 2022 - Aug 12, 2022 | -0.69% Feb 28, 2020 - Mar 3, 2020 |
| #8 | -10.22% Oct 18, 2012 - Mar 15, 2013 | -0.53% Feb 25, 2020 - Feb 27, 2020 |
| #9 | -9.25% Dec 3, 2018 - Mar 13, 2019 | N/A |
| #10 | -9.03% Nov 26, 2024 - Mar 17, 2025 | N/A |
| #11 | -9.00% Jul 25, 2016 - Feb 17, 2017 | N/A |
| #12 | -8.63% Apr 9, 2026 - Jun 1, 2026 | N/A |
| #13 | -8.57% Apr 2, 2025 - May 2, 2025 | N/A |
| #14 | -7.91% Sep 2, 2021 - Dec 15, 2021 | N/A |
| #15 | -7.88% Jun 30, 2014 - Oct 28, 2014 | N/A |
Correlation
Correlation between FXU and SCHQ is -0.63 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.
Dividend Comparison (2007 - 2026)
FXU vs SCHQ dividend yield comparison.
| Year | FXU | SCHQ |
|---|---|---|
| 2026 | 0.47% | 2.10% |
| 2025 | 2.29% | 4.54% |
| 2024 | 2.41% | 4.58% |
| 2023 | 2.52% | 3.79% |
| 2022 | 2.03% | 2.88% |
| 2021 | 2.00% | 1.69% |
| 2020 | 3.97% | 1.51% |
| 2019 | 2.34% | 0.44% |
| 2018 | 2.40% | 0.00% |
| 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% |
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