FYX vs FJUN
Comparison between FIRST TRUST SMALL CAP CORE ALPHADEX FUND (FYX, ETF) and FT VEST U.S. EQUITY BUFFER ETF - JUNE (FJUN, ETF).
5-Year PerformanceFJUN has outperformed FYX, delivering a return of +10.8% compared to +10.7%
FYX vs FJUN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FYX
$1.40B
FJUN
$1.40B
Expense Ratio
Winner
FYX
0.58%
FJUN
0.85%
Max Drawdown
FYX
62.06%
Winner
FJUN
13.26%
Sharpe Ratio
Winner
FYX
2.04
FJUN
1.36
5Y Beta
FYX
1.00
Winner
FJUN
0.57
P/E Ratio
FYX
28.77
FJUN
N/A
Forward P/E
FYX
13.65
FJUN
N/A
5Y Dividends CAGR
FYX
11.99%
FJUN
N/A
5Y EPS CAGR
FYX
8.34%
FJUN
N/A
Debt to Equity
FYX
108.54%
FJUN
N/A
P/S Ratio
FYX
1.14
FJUN
N/A
P/B Ratio
FYX
1.62
FJUN
N/A
FYX vs FJUN - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FYX
+2.71%
FJUN
+2.14%
3M
Winner
FYX
+9.29%
FJUN
+3.34%
6M
Winner
FYX
+16.89%
FJUN
+6.34%
1Y
Winner
FYX
+47.39%
FJUN
+12.59%
5Y(CAGR)
FYX
+10.72%
Winner
FJUN
+10.77%
10Y(CAGR)
FYX
+12.61%
FJUN
N/A
Max(CAGR)
FYX
+9.46%
Winner
FJUN
+12.06%
FYX vs FJUN - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | FYX | FJUN |
|---|---|---|
| 2026 | +27.70% | +7.29% |
| 2025 | +12.89% | +11.14% |
| 2024 | +12.88% | +17.12% |
| 2023 | +18.62% | +22.67% |
| 2022 | -19.12% | -5.12% |
| 2021 | +28.79% | +12.26% |
| 2020 | +19.53% | +11.67% |
| 2019 | +20.24% | N/A |
| 2018 | -11.31% | N/A |
| 2017 | +13.62% | N/A |
| 2016 | +26.06% | N/A |
| 2015 | -8.43% | N/A |
| 2014 | +2.64% | N/A |
| 2013 | +39.11% | N/A |
| 2012 | +14.16% | N/A |
| 2011 | -2.46% | N/A |
| 2010 | +24.45% | N/A |
| 2009 | +34.42% | N/A |
| 2008 | -33.33% | N/A |
| 2007 | -10.31% | N/A |
FYX vs FJUN Drawdown Comparison
The maximum drawdown for FYX was -61.80%, occurring on Mar 9, 2009. Recovery took 874 trading sessions.
The maximum drawdown for FJUN was -13.26%, occurring on Apr 8, 2025. Recovery took 88 trading sessions.
The current FYX drawdown is -1.13%.
| Rank | FYX | FJUN |
|---|---|---|
| #1 | -61.80% Jul 17, 2007 - Jan 3, 2011 | -13.26% Feb 19, 2025 - Jun 26, 2025 |
| #2 | -48.82% Aug 31, 2018 - Nov 16, 2020 | -10.89% Mar 29, 2022 - Feb 2, 2023 |
| #3 | -27.91% Nov 25, 2024 - Sep 18, 2025 | -7.03% Jul 28, 2023 - Nov 20, 2023 |
| #4 | -27.25% Nov 8, 2021 - Jul 16, 2024 | -5.86% Jan 4, 2022 - Mar 29, 2022 |
| #5 | -26.98% Jul 7, 2011 - Feb 2, 2012 | -5.71% Feb 2, 2023 - Apr 13, 2023 |
| #6 | -25.45% Jun 23, 2015 - Nov 14, 2016 | -5.68% Jul 16, 2024 - Aug 21, 2024 |
| #7 | -14.30% Jul 3, 2014 - Feb 13, 2015 | -4.25% Sep 2, 2020 - Oct 12, 2020 |
| #8 | -13.82% Mar 26, 2012 - Sep 13, 2012 | -4.17% Oct 12, 2020 - Nov 6, 2020 |
| #9 | -11.05% Sep 14, 2012 - Jan 2, 2013 | -4.13% Feb 25, 2026 - Apr 9, 2026 |
| #10 | -10.21% Jun 8, 2021 - Oct 25, 2021 | -2.79% Aug 30, 2024 - Sep 19, 2024 |
| #11 | -9.39% Apr 29, 2011 - Jul 7, 2011 | -2.76% Mar 28, 2024 - May 6, 2024 |
| #12 | -9.32% Jan 23, 2018 - May 16, 2018 | -2.61% Jun 23, 2020 - Jul 6, 2020 |
| #13 | -9.27% Jul 26, 2024 - Sep 19, 2024 | -2.49% May 1, 2023 - May 18, 2023 |
| #14 | -8.84% Mar 15, 2021 - Jun 8, 2021 | -2.46% Sep 3, 2021 - Oct 19, 2021 |
| #15 | -8.23% Dec 26, 2013 - Mar 4, 2014 | -2.37% Dec 6, 2024 - Jan 21, 2025 |
Correlation
Correlation between FYX and FJUN is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
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