FYX vs SUSC

Comparison between FIRST TRUST SMALL CAP CORE ALPHADEX FUND (FYX, ETF) and ISHARES ESG AWARE USD CORPORATE BOND ETF (SUSC, ETF).

5-Year PerformanceFYX has outperformed SUSC, delivering a return of +9.5% compared to +0.2%

FYX vs SUSC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FYX(ETF)	SUSC(ETF)
Net Assets	$1.30B	$1.40B
Expense Ratio	0.58%	0.18%
Max Drawdown	62.06%	25.83%
Sharpe Ratio	2.08	0.34
5Y Beta	1.01	0.11
P/E Ratio	25.06	N/A
Forward P/E	13.35	N/A
5Y Dividends CAGR	9.09%	13.30%
5Y EPS CAGR	6.17%	N/A
Debt to Equity	42.15%	N/A
P/S Ratio	1.19	N/A
P/B Ratio	1.74	N/A

Net Assets

FYX

$1.30B

Winner

SUSC

$1.40B

Expense Ratio

FYX

0.58%

Winner

SUSC

0.18%

Max Drawdown

FYX

62.06%

Winner

SUSC

25.83%

Sharpe Ratio

Winner

FYX

2.08

SUSC

0.34

5Y Beta

FYX

1.01

Winner

SUSC

0.11

P/E Ratio

FYX

25.06

SUSC

N/A

Forward P/E

FYX

13.35

SUSC

N/A

5Y Dividends CAGR

FYX

9.09%

Winner

SUSC

13.30%

5Y EPS CAGR

FYX

6.17%

SUSC

N/A

Debt to Equity

FYX

42.15%

SUSC

N/A

P/S Ratio

FYX

1.19

SUSC

N/A

P/B Ratio

FYX

1.74

SUSC

N/A

FYX vs SUSC - Historical Returns

Returns include dividend reinvestment.

Period	FYX	SUSC
1 month	+4.51%	+0.80%
3 months	+17.26%	+1.43%
6 months	+20.86%	+0.84%
1 year	+47.17%	+5.00%
5 years(CAGR)	+9.47%	+0.21%
10 years(CAGR)	+12.60%	+2.30%
Max(CAGR)	+9.26%	+2.30%

Winner

FYX

+4.51%

SUSC

+0.80%

Winner

FYX

+17.26%

SUSC

+1.43%

Winner

FYX

+20.86%

SUSC

+0.84%

Winner

FYX

+47.17%

SUSC

+5.00%

5Y(CAGR)

Winner

FYX

+9.47%

SUSC

+0.21%

10Y(CAGR)

Winner

FYX

+12.60%

SUSC

+2.30%

Max(CAGR)

Winner

FYX

+9.26%

SUSC

+2.30%

FYX vs SUSC - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	FYX	SUSC
2026	+21.90%	+0.80%
2025	+12.89%	+7.56%
2024	+12.88%	+2.77%
2023	+18.62%	+7.89%
2022	-19.12%	-15.18%
2021	+28.79%	-1.22%
2020	+19.53%	+9.45%
2019	+20.24%	+14.29%
2018	-11.31%	-2.55%
2017	+13.62%	+1.74%
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 SUSC Drawdown Comparison

The maximum drawdown for FYX was -61.80%, occurring on Mar 9, 2009. Recovery took 874 trading sessions.

The maximum drawdown for SUSC was -22.42%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The current FYX drawdown is -0.12%. The current SUSC drawdown is -1.14%.

Rank	FYX	SUSC
#1	-61.80% Jul 17, 2007 - Jan 3, 2011	-22.42% Aug 3, 2021 - Oct 20, 2022
#2	-48.82% Aug 31, 2018 - Nov 16, 2020	-18.91% Mar 6, 2020 - Jun 15, 2020
#3	-27.91% Nov 25, 2024 - Sep 18, 2025	-5.56% Dec 31, 2020 - Aug 2, 2021
#4	-27.25% Nov 8, 2021 - Jul 16, 2024	-4.68% Dec 29, 2017 - Mar 8, 2019
#5	-26.98% Jul 7, 2011 - Feb 2, 2012	-2.70% Aug 6, 2020 - Nov 30, 2020
#6	-25.45% Jun 23, 2015 - Nov 14, 2016	-2.52% Aug 28, 2019 - Nov 26, 2019
#7	-14.30% Jul 3, 2014 - Feb 13, 2015	-1.26% Jul 3, 2019 - Aug 1, 2019
#8	-13.82% Mar 26, 2012 - Sep 13, 2012	-1.11% Nov 6, 2017 - Nov 28, 2017
#9	-11.05% Sep 14, 2012 - Jan 2, 2013	-1.06% Nov 30, 2020 - Dec 29, 2020
#10	-10.21% Jun 8, 2021 - Oct 25, 2021	-0.85% Feb 3, 2020 - Feb 14, 2020
#11	-9.39% Apr 29, 2011 - Jul 7, 2011	-0.83% Dec 14, 2017 - Dec 29, 2017
#12	-9.32% Jan 23, 2018 - May 16, 2018	-0.77% Nov 28, 2017 - Dec 1, 2017
#13	-9.27% Jul 26, 2024 - Sep 19, 2024	-0.76% Mar 28, 2019 - Apr 26, 2019
#14	-8.84% Mar 15, 2021 - Jun 8, 2021	-0.72% Sep 7, 2017 - Oct 4, 2017
#15	-8.23% Dec 26, 2013 - Mar 4, 2014	-0.69% Oct 13, 2017 - Nov 3, 2017

Correlation

Correlation between FYX and SUSC is 0.55 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.55

-101

Dividend Comparison (2007 - 2026)

FYX vs SUSC dividend yield comparison.

Year	FYX	SUSC
2026	0.15%	1.88%
2025	0.64%	4.37%
2024	1.62%	4.34%
2023	1.22%	3.83%
2022	0.95%	2.97%
2021	0.99%	2.21%
2020	0.65%	2.19%
2019	1.12%	3.07%
2018	1.08%	3.33%
2017	0.60%	1.33%
2016	0.94%	0.00%
2015	0.88%	0.00%
2014	0.58%	0.00%
2013	0.35%	0.00%
2012	1.92%	0.00%
2011	0.20%	0.00%
2010	0.39%	0.00%
2009	0.28%	0.00%
2008	0.56%	0.00%
2007	0.15%	0.00%