IFV vs ROCY

Comparison between FIRST TRUST DORSEY WRIGHT INTERNATIONAL FOCUS 5 ETF (IFV, ETF) and JPMORGAN EQUITY PREMIUM YIELD ETF (ROCY, ETF).

IFV vs ROCY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IFV(ETF)	ROCY(ETF)
Net Assets	$256M	$256M
Expense Ratio	1.14%	0.35%
Max Drawdown	51.24%	3.79%
Sharpe Ratio	0.55	2.67
5Y Beta	0.71	0.76
P/E Ratio	N/A	26.98
Forward P/E	N/A	19.78
PEG Ratio	N/A	0.39
5Y Dividends CAGR	15.47%	N/A
5Y EPS CAGR	N/A	26.87%
Debt to Equity	N/A	23.42%
P/S Ratio	N/A	3.89
P/B Ratio	N/A	5.61

Net Assets

IFV

$256M

ROCY

$256M

Expense Ratio

IFV

1.14%

Winner

ROCY

0.35%

Max Drawdown

IFV

51.24%

Winner

ROCY

3.79%

Sharpe Ratio

IFV

0.55

Winner

ROCY

2.67

5Y Beta

Winner

IFV

0.71

ROCY

0.76

P/E Ratio

IFV

N/A

ROCY

26.98

Forward P/E

IFV

N/A

ROCY

19.78

PEG Ratio

IFV

N/A

ROCY

0.39

5Y Dividends CAGR

IFV

15.47%

ROCY

N/A

5Y EPS CAGR

IFV

N/A

ROCY

26.87%

Debt to Equity

IFV

N/A

ROCY

23.42%

P/S Ratio

IFV

N/A

ROCY

3.89

P/B Ratio

IFV

N/A

ROCY

5.61

IFV vs ROCY - Holdings Comparison

IFV and ROCY have 0 common holdings. Overlap is 0.00%

IFV's top 25 holdings weight is 99.87%. ROCY's top 25 holdings weight is 61.44%.

Rank	IFV	ROCY
#1	FIRST TRUST EUROPE ALPHADEX® ETF (FEP) - 20.96%	NVIDIA CORP (NVDA) - 8.57%
#2	FIRST TRUST EUROZONE ALPHADEX® ETF (FEUZ) - 20.77%	APPLE INC (AAPL) - 7.07%
#3	FIRST TRUST GERMANY ALPHADEX® ETF (FGM) - 20.73%	ALPHABET INC CLASS A (GOOGL) - 5.19%
#4	FIRST TRUST INTERNATIONAL EQ OPPS ETF (FPXI) - 19.67%	MICROSOFT CORP (MSFT) - 4.96%
#5	FIRST TRUST ASIAPAC EX-JPN ALPHADEX® ETF (FPA) - 17.74%	AMAZON.COM INC (AMZN) - 4.17%
#6	N/A	META PLATFORMS INC CLASS A (META) - 2.76%
#7	N/A	BROADCOM INC (AVGO) - 2.60%
#8	N/A	MICRON TECHNOLOGY INC (MU) - 2.47%
#9	N/A	WELLS FARGO & CO (WFC) - 2.15%
#10	N/A	JPMORGAN US GOVERNMENT MMKT IM (MGMXX) - 2.04%
#11	N/A	EXXONMOBIL HOLDINGS CORP (XOM) - 1.68%
#12	N/A	MASTERCARD INC CLASS A (MA) - 1.59%
#13	N/A	ADVANCED MICRO DEVICES INC (AMD) - 1.54%
#14	N/A	TESLA INC (TSLA) - 1.41%
#15	N/A	ABBVIE INC (ABBV) - 1.38%
#16	N/A	ELI LILLY AND CO (LLY) - 1.37%
#17	N/A	LAM RESEARCH CORP (LRCX) - 1.36%
#18	N/A	BANK OF AMERICA CORP (BAC) - 1.35%
#19	N/A	CSX CORP (CSX) - 1.23%
#20	N/A	SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.22%
#21	N/A	PHILIP MORRIS INTERNATIONAL INC (PM) - 1.15%
#22	N/A	AMERICAN EXPRESS CO (AXP) - 1.09%
#23	N/A	RTX CORP (RTX) - 1.05%
#24	N/A	HOWMET AEROSPACE INC (HWM) - 1.03%
#25	N/A	UNITEDHEALTH GROUP INC (UNH) - 1.01%
Total Holdings	5	118

IFV vs ROCY - Historical Returns

Returns include dividend reinvestment.

Period	IFV	ROCY
1 month	-7.48%	+1.40%
3 months	-4.54%	+6.37%
6 months	-0.82%	N/A
1 year	+11.19%	N/A
5 years(CAGR)	+3.74%	N/A
10 years(CAGR)	+6.48%	N/A
Max(CAGR)	+4.00%	+38.99%

IFV

-7.48%

Winner

ROCY

+1.40%

IFV

-4.54%

Winner

ROCY

+6.37%

IFV

-0.82%

ROCY

N/A

IFV

+11.19%

ROCY

N/A

5Y(CAGR)

IFV

+3.74%

ROCY

N/A

10Y(CAGR)

IFV

+6.48%

ROCY

N/A

Max(CAGR)

IFV

+4.00%

Winner

ROCY

+38.99%

IFV vs ROCY - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	IFV	ROCY
2026	+2.41%	+11.82%
2025	+32.24%	N/A
2024	+1.00%	N/A
2023	+22.61%	N/A
2022	-25.67%	N/A
2021	+4.37%	N/A
2020	+4.57%	N/A
2019	+24.45%	N/A
2018	-21.77%	N/A
2017	+30.59%	N/A
2016	-1.59%	N/A
2015	+0.43%	N/A
2014	-9.93%	N/A

IFV vs ROCY Drawdown Comparison

The maximum drawdown for IFV was -48.88%, occurring on Mar 18, 2020. Recovery took 740 trading sessions.

The maximum drawdown for ROCY was -3.53%, occurring on Jun 10, 2026. Recovery took 25 trading sessions.

The current IFV drawdown is -9.20%. The current ROCY drawdown is -0.28%.

Rank	IFV	ROCY
#1	-48.88% Jan 26, 2018 - Jan 5, 2021	-3.53% Jun 2, 2026 - Jul 9, 2026
#2	-35.32% Jun 8, 2021 - Jun 26, 2025	-3.35% Mar 25, 2026 - Apr 6, 2026
#3	-28.10% May 15, 2015 - May 16, 2017	-1.31% May 14, 2026 - May 22, 2026
#4	-14.62% Jul 23, 2014 - Apr 9, 2015	-1.19% Jul 15, 2026 - Jul 20, 2026
#5	-12.57% Feb 25, 2026 - May 6, 2026	-1.13% Mar 19, 2026 - Mar 25, 2026
#6	-11.08% May 11, 2026 - Jul 20, 2026	-0.71% Apr 17, 2026 - Apr 24, 2026
#7	-8.11% Feb 16, 2021 - May 28, 2021	-0.42% Jul 10, 2026 - Jul 14, 2026
#8	-7.18% May 16, 2017 - Jul 19, 2017	-0.28% Apr 27, 2026 - Apr 30, 2026
#9	-5.73% Nov 12, 2025 - Dec 19, 2025	-0.19% May 6, 2026 - May 11, 2026
#10	-4.72% Jul 23, 2025 - Aug 12, 2025	-0.19% May 1, 2026 - May 5, 2026
#11	-4.26% Jan 21, 2021 - Feb 3, 2021	-0.16% Apr 9, 2026 - Apr 13, 2026
#12	-3.56% Aug 22, 2025 - Sep 30, 2025	-0.08% Apr 6, 2026 - Apr 8, 2026
#13	-3.15% Nov 24, 2017 - Dec 27, 2017	N/A
#14	-3.10% Aug 7, 2017 - Sep 1, 2017	N/A
#15	-2.95% Oct 6, 2025 - Nov 12, 2025	N/A

Correlation

Correlation between IFV and ROCY is 0.54 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.54

-101

Dividend Comparison (2014 - 2026)

IFV vs ROCY dividend yield comparison.

Year	IFV	ROCY
2026	1.01%	2.29%
2025	1.95%	0.00%
2024	2.31%	0.00%
2023	2.88%	0.00%
2022	3.79%	0.00%
2021	1.04%	0.00%
2020	1.53%	0.00%
2019	2.91%	0.00%
2018	1.86%	0.00%
2017	1.43%	0.00%
2016	1.10%	0.00%
2015	1.52%	0.00%
2014	0.21%	0.00%

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IFV vs ROCY

IFV vs ROCY - Performance Comparison

Key Characteristics

IFV vs ROCY - Holdings Comparison

IFV vs ROCY - Historical Returns

IFV vs ROCY - Annual Returns (2014 - 2026)

IFV vs ROCY Drawdown Comparison

Correlation

Dividend Comparison (2014 - 2026)

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