FYX vs YEAR
Comparison between FIRST TRUST SMALL CAP CORE ALPHADEX FUND (FYX, ETF) and AB ULTRA SHORT INCOME ETF (YEAR, ETF).
FYX vs YEAR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FYX
$1.40B
Winner
YEAR
$1.50B
Expense Ratio
FYX
0.58%
Winner
YEAR
0.25%
Max Drawdown
FYX
62.06%
Winner
YEAR
1.39%
Sharpe Ratio
Winner
FYX
1.85
YEAR
-0.40
5Y Beta
FYX
1.01
Winner
YEAR
0.00
P/E Ratio
FYX
27.63
YEAR
N/A
Forward P/E
FYX
13.52
YEAR
N/A
5Y Dividends CAGR
FYX
11.99%
YEAR
N/A
5Y EPS CAGR
FYX
5.60%
YEAR
N/A
Debt to Equity
FYX
99.12%
YEAR
N/A
P/S Ratio
FYX
1.14
YEAR
N/A
P/B Ratio
FYX
1.62
YEAR
N/A
FYX vs YEAR - Historical Returns
Returns include dividend reinvestment.
1M
FYX
-0.59%
Winner
YEAR
+0.16%
3M
Winner
FYX
+7.91%
YEAR
+0.59%
6M
Winner
FYX
+18.24%
YEAR
+1.35%
1Y
Winner
FYX
+42.24%
YEAR
+3.52%
5Y(CAGR)
FYX
+10.92%
YEAR
N/A
10Y(CAGR)
FYX
+12.42%
YEAR
N/A
Max(CAGR)
Winner
FYX
+9.36%
YEAR
+4.81%
FYX vs YEAR - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | FYX | YEAR |
|---|---|---|
| 2026 | +25.14% | +1.51% |
| 2025 | +12.89% | +4.65% |
| 2024 | +12.88% | +5.45% |
| 2023 | +18.62% | +5.87% |
| 2022 | -19.12% | +1.10% |
| 2021 | +28.79% | N/A |
| 2020 | +19.53% | N/A |
| 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 YEAR Drawdown Comparison
The maximum drawdown for FYX was -61.80%, occurring on Mar 9, 2009. Recovery took 874 trading sessions.
The maximum drawdown for YEAR was -0.61%, occurring on Oct 20, 2022. Recovery took 41 trading sessions.
The current FYX drawdown is -1.52%.
| Rank | FYX | YEAR |
|---|---|---|
| #1 | -61.80% Jul 17, 2007 - Jan 3, 2011 | -0.61% Sep 14, 2022 - Nov 10, 2022 |
| #2 | -48.82% Aug 31, 2018 - Nov 16, 2020 | -0.55% Mar 13, 2023 - Apr 5, 2023 |
| #3 | -27.91% Nov 25, 2024 - Sep 18, 2025 | -0.43% Jan 31, 2024 - Mar 7, 2024 |
| #4 | -27.25% Nov 8, 2021 - Jul 16, 2024 | -0.42% May 6, 2024 - Jun 3, 2024 |
| #5 | -26.98% Jul 7, 2011 - Feb 2, 2012 | -0.30% Apr 3, 2025 - Apr 22, 2025 |
| #6 | -25.45% Jun 23, 2015 - Nov 14, 2016 | -0.28% May 4, 2023 - May 16, 2023 |
| #7 | -14.30% Jul 3, 2014 - Feb 13, 2015 | -0.26% Sep 19, 2024 - Nov 4, 2024 |
| #8 | -13.82% Mar 26, 2012 - Sep 13, 2012 | -0.24% Apr 4, 2024 - Apr 29, 2024 |
| #9 | -11.05% Sep 14, 2012 - Jan 2, 2013 | -0.23% Feb 27, 2026 - Apr 2, 2026 |
| #10 | -10.21% Jun 8, 2021 - Oct 25, 2021 | -0.22% Dec 6, 2023 - Dec 14, 2023 |
| #11 | -9.39% Apr 29, 2011 - Jul 7, 2011 | -0.18% Aug 10, 2023 - Aug 29, 2023 |
| #12 | -9.32% Jan 23, 2018 - May 16, 2018 | -0.18% Jun 18, 2024 - Jun 21, 2024 |
| #13 | -9.27% Jul 26, 2024 - Sep 19, 2024 | -0.18% Apr 30, 2025 - May 23, 2025 |
| #14 | -8.84% Mar 15, 2021 - Jun 8, 2021 | -0.17% Mar 3, 2023 - Mar 10, 2023 |
| #15 | -8.23% Dec 26, 2013 - Mar 4, 2014 | -0.16% Sep 28, 2023 - Oct 6, 2023 |
Correlation
Correlation between FYX and YEAR is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (2007 - 2026)
FYX vs YEAR dividend yield comparison.
| Year | FYX | YEAR |
|---|---|---|
| 2026 | 0.45% | 1.96% |
| 2025 | 0.64% | 4.33% |
| 2024 | 1.62% | 5.16% |
| 2023 | 1.22% | 5.00% |
| 2022 | 0.95% | 1.19% |
| 2021 | 0.99% | 0.00% |
| 2020 | 0.65% | 0.00% |
| 2019 | 1.12% | 0.00% |
| 2018 | 1.08% | 0.00% |
| 2017 | 0.60% | 0.00% |
| 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% |
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