FXU vs VSDM
Comparison between FIRST TRUST UTILITIES ALPHADEX FUND (FXU, ETF) and VANGUARD SHORT DURATION TAX-EXEMPT BOND ETF ETF SHARES (VSDM, ETF).
FXU vs VSDM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FXU
$831M
Winner
VSDM
$831M
Expense Ratio
FXU
0.61%
Winner
VSDM
0.12%
Max Drawdown
FXU
51.52%
Winner
VSDM
2.00%
Sharpe Ratio
Winner
FXU
0.51
VSDM
-0.43
5Y Beta
FXU
0.31
Winner
VSDM
0.01
P/E Ratio
FXU
16.93
VSDM
N/A
Forward P/E
FXU
15.21
VSDM
N/A
PEG Ratio
FXU
0.42
VSDM
N/A
5Y Dividends CAGR
FXU
1.42%
VSDM
N/A
5Y EPS CAGR
FXU
13.80%
VSDM
N/A
Debt to Equity
FXU
124.06%
VSDM
N/A
P/S Ratio
FXU
2.28
VSDM
N/A
P/B Ratio
FXU
1.90
VSDM
N/A
FXU vs VSDM - Historical Returns
Returns include dividend reinvestment.
1M
FXU
-4.63%
Winner
VSDM
+0.61%
3M
FXU
-1.49%
Winner
VSDM
+0.87%
6M
FXU
-3.96%
Winner
VSDM
+0.00%
1Y
Winner
FXU
+10.52%
VSDM
+3.10%
5Y(CAGR)
FXU
+11.22%
VSDM
N/A
10Y(CAGR)
FXU
+9.06%
VSDM
N/A
Max(CAGR)
Winner
FXU
+7.66%
VSDM
+3.82%
FXU vs VSDM - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | FXU | VSDM |
|---|---|---|
| 2026 | +6.30% | +1.50% |
| 2025 | +20.86% | +5.39% |
| 2024 | +20.85% | -0.15% |
| 2023 | -1.69% | N/A |
| 2022 | +4.44% | N/A |
| 2021 | +20.51% | N/A |
| 2020 | +2.38% | N/A |
| 2019 | +12.50% | N/A |
| 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 VSDM Drawdown Comparison
The maximum drawdown for FXU was -49.02%, occurring on Mar 9, 2009. Recovery took 1000 trading sessions.
The maximum drawdown for VSDM was -1.81%, occurring on Apr 11, 2025. Recovery took 47 trading sessions.
The current FXU drawdown is -6.20%. The current VSDM drawdown is -0.10%.
| Rank | FXU | VSDM |
|---|---|---|
| #1 | -49.02% May 22, 2007 - May 10, 2011 | -1.81% Apr 4, 2025 - Jun 12, 2025 |
| #2 | -34.81% Feb 18, 2020 - Apr 14, 2021 | -1.46% Feb 27, 2026 - Jul 2, 2026 |
| #3 | -21.88% Sep 12, 2022 - May 9, 2024 | -0.95% Dec 6, 2024 - Feb 3, 2025 |
| #4 | -17.01% Jul 7, 2011 - Jul 18, 2012 | -0.77% Jul 6, 2026 - Jul 23, 2026 |
| #5 | -14.69% Jun 16, 2017 - Aug 9, 2018 | -0.54% Feb 25, 2025 - Apr 3, 2025 |
| #6 | -14.65% Dec 29, 2014 - Mar 7, 2016 | -0.47% Sep 16, 2025 - Oct 16, 2025 |
| #7 | -14.50% Apr 20, 2022 - Aug 12, 2022 | -0.28% Feb 6, 2025 - Feb 20, 2025 |
| #8 | -10.22% Oct 18, 2012 - Mar 15, 2013 | -0.20% Oct 17, 2025 - Nov 11, 2025 |
| #9 | -9.25% Dec 3, 2018 - Mar 13, 2019 | -0.13% Dec 19, 2025 - Dec 31, 2025 |
| #10 | -9.03% Nov 26, 2024 - Mar 17, 2025 | -0.11% Aug 13, 2025 - Aug 22, 2025 |
| #11 | -9.00% Jul 25, 2016 - Feb 17, 2017 | -0.09% Feb 18, 2026 - Feb 23, 2026 |
| #12 | -8.63% Apr 9, 2026 - Jun 1, 2026 | -0.07% Jul 29, 2025 - Aug 1, 2025 |
| #13 | -8.57% Apr 2, 2025 - May 2, 2025 | -0.07% Jun 17, 2025 - Jun 23, 2025 |
| #14 | -7.91% Sep 2, 2021 - Dec 15, 2021 | -0.07% Jul 11, 2025 - Jul 21, 2025 |
| #15 | -7.88% Jun 30, 2014 - Oct 28, 2014 | -0.07% Nov 11, 2025 - Nov 25, 2025 |
Correlation
Correlation between FXU and VSDM is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2007 - 2026)
FXU vs VSDM dividend yield comparison.
| Year | FXU | VSDM |
|---|---|---|
| 2026 | 0.93% | 1.81% |
| 2025 | 2.29% | 3.06% |
| 2024 | 2.41% | 0.35% |
| 2023 | 2.52% | 0.00% |
| 2022 | 2.03% | 0.00% |
| 2021 | 2.00% | 0.00% |
| 2020 | 3.97% | 0.00% |
| 2019 | 2.34% | 0.00% |
| 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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