FXZ vs JUNW
Comparison between FIRST TRUST MATERIALS ALPHADEX FUND (FXZ, ETF) and ALLIANZIM U.S. EQUITY BUFFER20 JUN ETF (JUNW, ETF).
FXZ vs JUNW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FXZ
$368M
JUNW
$368M
Expense Ratio
Winner
FXZ
0.64%
JUNW
0.74%
Max Drawdown
FXZ
65.99%
Winner
JUNW
8.57%
Sharpe Ratio
Winner
FXZ
1.71
JUNW
0.86
5Y Beta
FXZ
1.01
Winner
JUNW
0.41
P/E Ratio
FXZ
33.02
JUNW
N/A
Forward P/E
FXZ
16.64
JUNW
N/A
PEG Ratio
FXZ
-0.06
JUNW
N/A
5Y Dividends CAGR
FXZ
9.01%
JUNW
N/A
5Y EPS CAGR
FXZ
14.29%
JUNW
N/A
Debt to Equity
FXZ
30.82%
JUNW
N/A
P/S Ratio
FXZ
1.81
JUNW
N/A
P/B Ratio
FXZ
2.74
JUNW
N/A
FXZ vs JUNW - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FXZ
+13.08%
JUNW
+1.25%
3M
Winner
FXZ
+10.67%
JUNW
+1.27%
6M
Winner
FXZ
+12.95%
JUNW
+3.50%
1Y
Winner
FXZ
+49.74%
JUNW
+7.84%
5Y(CAGR)
FXZ
+11.05%
JUNW
N/A
10Y(CAGR)
FXZ
+11.40%
JUNW
N/A
Max(CAGR)
FXZ
+9.57%
Winner
JUNW
+10.57%
FXZ vs JUNW - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | FXZ | JUNW |
|---|---|---|
| 2026 | +32.21% | +4.31% |
| 2025 | +17.64% | +11.29% |
| 2024 | -16.23% | +11.33% |
| 2023 | +16.19% | +7.28% |
| 2022 | -0.61% | N/A |
| 2021 | +32.14% | N/A |
| 2020 | +23.28% | N/A |
| 2019 | +21.08% | N/A |
| 2018 | -24.45% | N/A |
| 2017 | +22.38% | N/A |
| 2016 | +30.33% | N/A |
| 2015 | -9.94% | N/A |
| 2014 | -0.28% | N/A |
| 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 JUNW Drawdown Comparison
The maximum drawdown for FXZ was -65.46%, occurring on Mar 6, 2009. Recovery took 648 trading sessions.
The maximum drawdown for JUNW was -8.57%, occurring on Apr 8, 2025. Recovery took 57 trading sessions.
The current JUNW drawdown is -0.60%.
| Rank | FXZ | JUNW |
|---|---|---|
| #1 | -65.46% May 16, 2008 - Dec 10, 2010 | -8.57% Feb 19, 2025 - May 12, 2025 |
| #2 | -49.41% Jan 26, 2018 - Nov 16, 2020 | -3.86% Sep 14, 2023 - Nov 14, 2023 |
| #3 | -33.99% Apr 9, 2024 - Jan 9, 2026 | -3.54% Jul 16, 2024 - Aug 19, 2024 |
| #4 | -32.59% May 10, 2011 - Dec 18, 2012 | -2.31% Feb 26, 2026 - Apr 8, 2026 |
| #5 | -31.20% Apr 20, 2022 - Apr 3, 2024 | -1.92% Jun 2, 2026 - Jul 15, 2026 |
| #6 | -26.86% Jul 3, 2014 - Jul 11, 2016 | -1.70% Aug 1, 2023 - Sep 14, 2023 |
| #7 | -18.78% Jul 19, 2007 - Oct 5, 2007 | -1.69% Aug 30, 2024 - Sep 16, 2024 |
| #8 | -18.28% Oct 29, 2007 - Apr 17, 2008 | -1.51% May 16, 2025 - May 27, 2025 |
| #9 | -14.68% Jun 1, 2021 - Nov 11, 2021 | -1.25% Jul 15, 2026 - Aug 3, 2026 |
| #10 | -12.75% Feb 11, 2026 - Apr 8, 2026 | -1.13% Oct 28, 2025 - Nov 26, 2025 |
| #11 | -11.29% Jun 15, 2026 - Aug 17, 2026 | -1.13% Dec 16, 2024 - Jan 15, 2025 |
| #12 | -10.88% Nov 12, 2021 - Jan 12, 2022 | -0.77% Aug 13, 2026 - Aug 20, 2026 |
| #13 | -10.29% Jan 14, 2022 - Feb 16, 2022 | -0.74% Oct 29, 2024 - Nov 6, 2024 |
| #14 | -10.17% Jan 12, 2021 - Feb 24, 2021 | -0.71% Oct 8, 2025 - Oct 20, 2025 |
| #15 | -9.01% Feb 17, 2011 - May 10, 2011 | -0.65% Jul 28, 2025 - Aug 8, 2025 |
Correlation
Correlation between FXZ and JUNW is 0.49 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.49
-101
Select Stocks to Compare
Popular: FXZ vs SPYJUNW vs SPY
More Comparisons
Compare with similar stocks