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INCO vs FXG

Comparison between COLUMBIA INDIA CONSUMER ETF (INCO, ETF) and FIRST TRUST CONSUMER STAPLES ALPHADEX FUND (FXG, ETF).

5-Year PerformanceINCO has outperformed FXG, delivering a return of +6.8% compared to +4.7%

INCO vs FXG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
INCO
$226M
FXG
$225M
Expense Ratio
INCO
0.75%
Winner
FXG
0.63%
Max Drawdown
INCO
47.90%
Winner
FXG
40.05%
Sharpe Ratio
INCO
-0.60
Winner
FXG
0.12
5Y Beta
INCO
0.41
Winner
FXG
0.23
P/E Ratio
INCO
N/A
FXG
16.23
Forward P/E
INCO
N/A
FXG
12.78
PEG Ratio
INCO
N/A
FXG
0.12
5Y Dividends CAGR
Winner
INCO
138.31%
FXG
16.63%
5Y EPS CAGR
INCO
N/A
FXG
10.53%
Debt to Equity
INCO
N/A
FXG
-34.26%
P/S Ratio
INCO
N/A
FXG
0.56
P/B Ratio
INCO
N/A
FXG
2.19

INCO vs FXG - Historical Returns

Returns include dividend reinvestment.

1M
INCO
-1.47%
Winner
FXG
+6.32%
3M
INCO
-1.14%
Winner
FXG
+0.22%
6M
INCO
-3.70%
Winner
FXG
+0.70%
1Y
INCO
-7.94%
Winner
FXG
+4.72%
5Y(CAGR)
Winner
INCO
+6.77%
FXG
+4.70%
10Y(CAGR)
Winner
INCO
+8.16%
FXG
+4.62%
Max(CAGR)
Winner
INCO
+9.24%
FXG
+8.07%

INCO vs FXG - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearINCOFXG
2026-9.25%+6.68%
2025-1.91%-2.73%
2024+13.15%+1.53%
2023+35.63%+2.95%
2022-7.89%+2.91%
2021+18.54%+22.14%
2020+13.93%+5.92%
2019-2.43%+21.13%
2018-11.27%-11.58%
2017+50.99%+7.10%
2016+2.44%+5.89%
2015-1.95%+6.91%
2014+46.94%+22.08%
2013-11.35%+38.16%
2012+50.22%+10.58%
2011-20.08%+13.08%
2010N/A+18.79%
2009N/A+24.81%
2008N/A-24.28%
2007N/A-2.32%

INCO vs FXG Drawdown Comparison

The maximum drawdown for INCO was -47.69%, occurring on Mar 23, 2020. Recovery took 759 trading sessions.

The maximum drawdown for FXG was -38.69%, occurring on Mar 6, 2009. Recovery took 713 trading sessions.

The current INCO drawdown is -22.22%. The current FXG drawdown is -6.26%.

RankINCOFXG
#1-47.69%
Jan 5, 2018 - Jan 12, 2021
-38.69%
Jun 4, 2007 - Apr 1, 2010
#2-30.81%
Jan 2, 2013 - Apr 1, 2014
-27.54%
Dec 27, 2019 - Aug 4, 2020
#3-29.95%
Sep 23, 2024 - Mar 30, 2026
-19.27%
Jan 26, 2018 - Dec 20, 2019
#4-27.77%
Mar 18, 2015 - Mar 15, 2017
-15.70%
Apr 20, 2022 - Mar 11, 2024
#5-23.31%
Sep 7, 2011 - Sep 21, 2012
-15.25%
Jul 7, 2011 - Nov 28, 2012
#6-22.05%
Oct 15, 2021 - Jun 30, 2023
-12.75%
Feb 27, 2026 - Jun 2, 2026
#7-9.25%
Feb 17, 2021 - May 25, 2021
-12.01%
Nov 29, 2024 - Feb 6, 2026
#8-9.24%
Dec 5, 2014 - Jan 13, 2015
-10.95%
Jul 8, 2016 - Nov 30, 2017
#9-7.48%
Sep 18, 2014 - Nov 4, 2014
-10.92%
Apr 14, 2010 - Oct 13, 2010
#10-7.09%
Jan 22, 2015 - Mar 5, 2015
-9.84%
Aug 17, 2015 - Mar 16, 2016
#11-6.97%
Jul 3, 2014 - Aug 19, 2014
-8.93%
May 10, 2021 - Nov 15, 2021
#12-6.73%
Sep 19, 2017 - Oct 27, 2017
-7.06%
Jan 14, 2014 - Feb 20, 2014
#13-6.39%
Oct 4, 2012 - Nov 27, 2012
-6.47%
Jun 20, 2014 - Oct 30, 2014
#14-5.81%
Apr 8, 2014 - May 12, 2014
-6.45%
Mar 27, 2024 - Aug 30, 2024
#15-5.46%
Aug 15, 2011 - Sep 7, 2011
-6.23%
May 31, 2011 - Jul 1, 2011

Correlation

Correlation between INCO and FXG is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94
-101

Dividend Comparison (2007 - 2026)

INCO vs FXG dividend yield comparison.

YearINCOFXG
20260.00%0.92%
20250.00%2.83%
20242.88%1.70%
20233.81%1.41%
202210.57%1.83%
20216.25%1.38%
20200.34%1.41%
20190.28%1.63%
20180.12%2.31%
20170.05%1.34%
20160.09%1.72%
20150.00%1.67%
20140.08%1.24%
20130.00%0.95%
20120.00%3.21%
20110.00%0.76%
20100.00%1.04%
20090.00%1.10%
20080.00%1.77%
20070.00%0.58%

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