FXZ vs JGH
Comparison between FIRST TRUST MATERIALS ALPHADEX FUND (FXZ, ETF) and Nuveen Global High Income Fund (JGH, ETF).
5-Year PerformanceFXZ has outperformed JGH, delivering a return of +7.2% compared to +5.8%
FXZ vs JGH - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
FXZ vs JGH - Historical Returns
Returns include dividend reinvestment.
FXZ vs JGH - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | FXZ | JGH |
|---|---|---|
| 2026 | +22.82% | +5.31% |
| 2025 | +17.64% | +8.39% |
| 2024 | -16.23% | +14.75% |
| 2023 | +16.19% | +19.80% |
| 2022 | -0.61% | -21.09% |
| 2021 | +32.14% | +12.72% |
| 2020 | +23.28% | +2.12% |
| 2019 | +21.08% | +29.57% |
| 2018 | -24.45% | -12.08% |
| 2017 | +22.38% | +15.61% |
| 2016 | +30.33% | +29.46% |
| 2015 | -9.94% | -12.95% |
| 2014 | -0.28% | -6.20% |
| 2013 | +23.25% | N/A |
| 2012 | +22.00% | N/A |
| 2011 | -11.56% | N/A |
| 2010 | +24.41% | N/A |
| 2009 | +53.09% | N/A |
| 2008 | -43.60% | N/A |
| 2007 | +10.42% | N/A |
FXZ vs JGH Drawdown Comparison
The maximum drawdown for FXZ was -65.46%, occurring on Mar 6, 2009. Recovery took 648 trading sessions.
The maximum drawdown for JGH was -43.75%, occurring on Mar 23, 2020. Recovery took 245 trading sessions.
The current FXZ drawdown is -3.35%. The current JGH drawdown is -0.62%.
| Rank | FXZ | JGH |
|---|---|---|
| #1 | -65.46% May 16, 2008 - Dec 10, 2010 | -43.75% Feb 20, 2020 - Feb 9, 2021 |
| #2 | -49.41% Jan 26, 2018 - Nov 16, 2020 | -28.65% Jan 4, 2022 - Feb 1, 2024 |
| #3 | -33.99% Apr 9, 2024 - Jan 9, 2026 | -26.38% Nov 24, 2014 - Aug 11, 2016 |
| #4 | -32.59% May 10, 2011 - Dec 18, 2012 | -16.30% Jan 11, 2018 - Apr 10, 2019 |
| #5 | -31.20% Apr 20, 2022 - Apr 3, 2024 | -13.70% Feb 19, 2025 - Jul 1, 2025 |
| #6 | -26.86% Jul 3, 2014 - Jul 11, 2016 | -8.38% Oct 7, 2025 - May 29, 2026 |
| #7 | -18.78% Jul 19, 2007 - Oct 5, 2007 | -6.88% Oct 23, 2017 - Jan 8, 2018 |
| #8 | -18.28% Oct 29, 2007 - Apr 17, 2008 | -6.45% Oct 26, 2016 - Dec 12, 2016 |
| #9 | -14.68% Jun 1, 2021 - Nov 11, 2021 | -5.39% Apr 1, 2024 - May 3, 2024 |
| #10 | -12.75% Feb 11, 2026 - Apr 8, 2026 | -5.27% Aug 29, 2016 - Oct 17, 2016 |
| #11 | -10.88% Nov 12, 2021 - Jan 12, 2022 | -4.89% Oct 14, 2021 - Jan 4, 2022 |
| #12 | -10.29% Jan 14, 2022 - Feb 16, 2022 | -4.84% Feb 13, 2017 - Apr 10, 2017 |
| #13 | -10.17% Jan 12, 2021 - Feb 24, 2021 | -4.83% May 2, 2019 - Jul 10, 2019 |
| #14 | -9.01% Feb 17, 2011 - May 10, 2011 | -4.46% Feb 12, 2021 - Mar 11, 2021 |
| #15 | -8.32% Mar 14, 2013 - May 8, 2013 | -4.05% Dec 4, 2024 - Jan 24, 2025 |
Correlation
Correlation between FXZ and JGH is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2007 - 2026)
FXZ vs JGH dividend yield comparison.
| Year | FXZ | JGH |
|---|---|---|
| 2026 | 0.30% | 4.06% |
| 2025 | 1.74% | 9.82% |
| 2024 | 1.81% | 9.67% |
| 2023 | 1.97% | 10.18% |
| 2022 | 1.56% | 12.05% |
| 2021 | 1.11% | 8.19% |
| 2020 | 1.51% | 7.13% |
| 2019 | 1.58% | 7.53% |
| 2018 | 1.38% | 9.88% |
| 2017 | 1.01% | 8.51% |
| 2016 | 1.19% | 9.61% |
| 2015 | 1.26% | 11.44% |
| 2014 | 1.73% | 0.00% |
| 2013 | 0.90% | 0.00% |
| 2012 | 2.81% | 0.00% |
| 2011 | 0.36% | 0.00% |
| 2010 | 1.61% | 0.00% |
| 2009 | 1.32% | 0.00% |
| 2008 | 1.88% | 0.00% |
| 2007 | 0.34% | 0.00% |
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