FYX vs TYG
Comparison between FIRST TRUST SMALL CAP CORE ALPHADEX FUND (FYX, ETF) and Tortoise Energy Infrastructure Corp (TYG, ETF).
5-Year PerformanceTYG has outperformed FYX, delivering a return of +22.4% compared to +8.5%
FYX vs TYG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
FYX vs TYG - Historical Returns
Returns include dividend reinvestment.
FYX vs TYG - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | FYX | TYG |
|---|---|---|
| 2026 | +17.61% | +16.42% |
| 2025 | +12.89% | +8.38% |
| 2024 | +12.88% | +58.74% |
| 2023 | +18.62% | +1.65% |
| 2022 | -19.12% | +19.50% |
| 2021 | +28.79% | +45.17% |
| 2020 | +19.53% | -70.89% |
| 2019 | +20.24% | -1.81% |
| 2018 | -11.31% | -26.72% |
| 2017 | +13.62% | +0.67% |
| 2016 | +26.06% | +19.78% |
| 2015 | -8.43% | -30.70% |
| 2014 | +2.64% | -2.18% |
| 2013 | +39.11% | +26.84% |
| 2012 | +14.16% | -0.99% |
| 2011 | -2.46% | +8.51% |
| 2010 | +24.45% | +29.88% |
| 2009 | +34.42% | +94.53% |
| 2008 | -33.33% | -45.23% |
| 2007 | -10.31% | +2.46% |
| 2006 | N/A | +34.43% |
| 2005 | N/A | +5.74% |
| 2004 | N/A | +13.96% |
FYX vs TYG Drawdown Comparison
The maximum drawdown for FYX was -61.80%, occurring on Mar 9, 2009. Recovery took 874 trading sessions.
The maximum drawdown for TYG was -95.33%, occurring on Mar 18, 2020. This drawdown has not yet recovered.
The current FYX drawdown is -0.55%. The current TYG drawdown is -32.61%.
| Rank | FYX | TYG |
|---|---|---|
| #1 | -61.80% Jul 17, 2007 - Jan 3, 2011 | -95.33% Jun 26, 2014 - Mar 18, 2020 |
| #2 | -48.82% Aug 31, 2018 - Nov 16, 2020 | -75.57% Jul 12, 2007 - Aug 5, 2010 |
| #3 | -27.91% Nov 25, 2024 - Sep 18, 2025 | -21.58% Mar 21, 2011 - Dec 1, 2011 |
| #4 | -27.25% Nov 8, 2021 - Jul 16, 2024 | -17.61% Jul 29, 2005 - Aug 25, 2006 |
| #5 | -26.98% Jul 7, 2011 - Feb 2, 2012 | -16.59% Dec 2, 2013 - May 16, 2014 |
| #6 | -25.45% Jun 23, 2015 - Nov 14, 2016 | -15.42% Mar 1, 2004 - Sep 15, 2004 |
| #7 | -14.30% Jul 3, 2014 - Feb 13, 2015 | -15.05% Mar 27, 2013 - Nov 21, 2013 |
| #8 | -13.82% Mar 26, 2012 - Sep 13, 2012 | -11.59% Apr 25, 2012 - Oct 26, 2012 |
| #9 | -11.05% Sep 14, 2012 - Jan 2, 2013 | -11.57% Jan 5, 2012 - Apr 24, 2012 |
| #10 | -10.21% Jun 8, 2021 - Oct 25, 2021 | -9.90% Nov 5, 2012 - Jan 17, 2013 |
| #11 | -9.39% Apr 29, 2011 - Jul 7, 2011 | -8.53% Feb 16, 2005 - Jun 15, 2005 |
| #12 | -9.32% Jan 23, 2018 - May 16, 2018 | -7.79% Dec 1, 2006 - Feb 12, 2007 |
| #13 | -9.27% Jul 26, 2024 - Sep 19, 2024 | -7.33% Sep 24, 2004 - Nov 11, 2004 |
| #14 | -8.84% Mar 15, 2021 - Jun 8, 2021 | -6.84% Aug 6, 2010 - Sep 13, 2010 |
| #15 | -8.23% Dec 26, 2013 - Mar 4, 2014 | -5.81% Nov 11, 2010 - Dec 13, 2010 |
Correlation
Correlation between FYX and TYG is -0.22 which considered as a very weak or no correlation - the stocks move independently of each other.
Dividend Comparison (2004 - 2026)
FYX vs TYG dividend yield comparison.
| Year | FYX | TYG |
|---|---|---|
| 2026 | 0.15% | 4.10% |
| 2025 | 0.64% | 11.25% |
| 2024 | 1.62% | 7.96% |
| 2023 | 1.22% | 9.87% |
| 2022 | 0.95% | 8.94% |
| 2021 | 0.99% | 5.27% |
| 2020 | 0.65% | 10.85% |
| 2019 | 1.12% | 14.61% |
| 2018 | 1.08% | 13.17% |
| 2017 | 0.60% | 9.01% |
| 2016 | 0.94% | 8.54% |
| 2015 | 0.88% | 13.95% |
| 2014 | 0.58% | 5.44% |
| 2013 | 0.35% | 4.79% |
| 2012 | 1.92% | 5.92% |
| 2011 | 0.20% | 5.50% |
| 2010 | 0.39% | 5.65% |
| 2009 | 0.28% | 6.96% |
| 2008 | 0.56% | 13.16% |
| 2007 | 0.15% | 7.26% |
| 2006 | 0.00% | 6.64% |
| 2005 | 0.00% | 6.62% |
| 2004 | 0.00% | 3.53% |
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