FYT vs XJUN
Comparison between FIRST TRUST SMALL CAP VALUE ALPHADEX FUND (FYT, ETF) and FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - JUNE (XJUN, ETF).
5-Year PerformanceXJUN has outperformed FYT, delivering a return of +8.5% compared to +6.9%
FYT vs XJUN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FYT
$175M
Winner
XJUN
$175M
Expense Ratio
Winner
FYT
0.70%
XJUN
0.85%
Max Drawdown
FYT
51.73%
Winner
XJUN
9.14%
Sharpe Ratio
FYT
1.62
Winner
XJUN
1.76
5Y Beta
FYT
0.93
Winner
XJUN
0.42
P/E Ratio
FYT
15.18
XJUN
N/A
Forward P/E
FYT
11.29
XJUN
N/A
5Y Dividends CAGR
FYT
7.23%
XJUN
N/A
5Y EPS CAGR
FYT
2.73%
XJUN
N/A
Debt to Equity
FYT
87.69%
XJUN
N/A
P/S Ratio
FYT
0.83
XJUN
N/A
P/B Ratio
FYT
1.24
XJUN
N/A
FYT vs XJUN - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FYT
+6.51%
XJUN
+0.49%
3M
Winner
FYT
+14.83%
XJUN
+3.05%
6M
Winner
FYT
+18.40%
XJUN
+3.79%
1Y
Winner
FYT
+38.58%
XJUN
+10.01%
5Y(CAGR)
FYT
+6.91%
Winner
XJUN
+8.54%
10Y(CAGR)
FYT
+10.77%
XJUN
N/A
Max(CAGR)
Winner
FYT
+9.78%
XJUN
+8.54%
FYT vs XJUN - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | FYT | XJUN |
|---|---|---|
| 2026 | +20.99% | +3.21% |
| 2025 | +4.71% | +11.21% |
| 2024 | +3.48% | +10.12% |
| 2023 | +22.47% | +14.95% |
| 2022 | -14.91% | -0.12% |
| 2021 | +31.20% | +3.36% |
| 2020 | +10.76% | N/A |
| 2019 | +23.32% | N/A |
| 2018 | -15.85% | N/A |
| 2017 | +6.21% | N/A |
| 2016 | +33.13% | N/A |
| 2015 | -16.19% | N/A |
| 2014 | +5.52% | N/A |
| 2013 | +39.54% | N/A |
| 2012 | +15.02% | N/A |
| 2011 | -4.08% | N/A |
FYT vs XJUN Drawdown Comparison
The maximum drawdown for FYT was -50.48%, occurring on Mar 18, 2020. Recovery took 565 trading sessions.
The maximum drawdown for XJUN was -9.14%, occurring on Apr 8, 2025. Recovery took 57 trading sessions.
| Rank | FYT | XJUN |
|---|---|---|
| #1 | -50.48% Aug 21, 2018 - Nov 17, 2020 | -9.14% Feb 19, 2025 - May 12, 2025 |
| #2 | -33.20% Apr 15, 2015 - Dec 6, 2016 | -6.49% Aug 15, 2022 - Nov 30, 2022 |
| #3 | -28.90% Nov 25, 2024 - Jan 9, 2026 | -5.97% Mar 29, 2022 - Aug 10, 2022 |
| #4 | -24.95% Jan 4, 2022 - Dec 14, 2023 | -4.03% Jan 4, 2022 - Mar 29, 2022 |
| #5 | -22.93% Jul 7, 2011 - Jan 20, 2012 | -3.93% Jul 31, 2023 - Nov 13, 2023 |
| #6 | -17.71% Feb 3, 2012 - Sep 14, 2012 | -3.82% Jul 16, 2024 - Aug 19, 2024 |
| #7 | -13.93% Jul 3, 2014 - Feb 19, 2015 | -2.47% Feb 15, 2023 - Mar 29, 2023 |
| #8 | -11.39% Sep 14, 2012 - Dec 21, 2012 | -2.25% Nov 30, 2022 - Jan 11, 2023 |
| #9 | -10.87% Jun 8, 2021 - Nov 3, 2021 | -1.97% Feb 25, 2026 - Apr 8, 2026 |
| #10 | -10.75% Jul 31, 2024 - Nov 6, 2024 | -1.76% Aug 30, 2024 - Sep 13, 2024 |
| #11 | -10.12% Jan 12, 2018 - Jun 6, 2018 | -1.71% Nov 17, 2021 - Dec 23, 2021 |
| #12 | -9.53% Dec 9, 2016 - Sep 27, 2017 | -1.68% Sep 2, 2021 - Oct 18, 2021 |
| #13 | -9.15% Dec 26, 2023 - Jul 16, 2024 | -1.24% Oct 28, 2025 - Nov 26, 2025 |
| #14 | -8.27% Apr 29, 2011 - Jul 7, 2011 | -1.11% Dec 16, 2024 - Dec 24, 2024 |
| #15 | -8.15% Nov 11, 2021 - Jan 4, 2022 | -1.08% Jul 14, 2021 - Jul 23, 2021 |
Correlation
Correlation between FYT and XJUN is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
0.83
-101
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