IPO vs FPX
Comparison between RENAISSANCE IPO ETF (IPO, ETF) and FIRST TRUST US EQUITY OPPORTUNITIES ETF (FPX, ETF).
5-Year PerformanceFPX has outperformed IPO, delivering a return of +9.3% compared to -2.5%
IPO vs FPX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IPO
$138M
Winner
FPX
$1.30B
Expense Ratio
IPO
0.60%
Winner
FPX
0.57%
Max Drawdown
IPO
68.76%
Winner
FPX
56.41%
Sharpe Ratio
IPO
0.74
Winner
FPX
1.18
5Y Beta
IPO
1.49
Winner
FPX
1.41
P/E Ratio
IPO
184.80
Winner
FPX
58.78
Forward P/E
IPO
39.85
Winner
FPX
28.47
PEG Ratio
IPO
0.49
FPX
N/A
5Y Dividends CAGR
Winner
IPO
38.29%
FPX
17.47%
Debt to Equity
IPO
N/A
FPX
75.08%
P/S Ratio
IPO
4.86
Winner
FPX
2.43
P/B Ratio
IPO
6.71
Winner
FPX
4.41
IPO vs FPX - Holdings Comparison
IPO and FPX have 15 common holdings. Overlap is 12.51%
IPO's top 25 holdings weight is 91.37%. FPX's top 25 holdings weight is 68.64%.
| Rank | IPO | FPX |
|---|---|---|
| #1 | ASTERA LABS INC (ALAB) - 12.57% | GE VERNOVA INC (GEV) - 11.14% |
| #2 | ARM HOLDINGS PLC ADR (ARM) - 12.40% | SANDISK CORP ORDINARY SHARES (SNDK) - 9.26% |
| #3 | COREWEAVE INC ORDINARY SHARES CLASS A (CRWV) - 9.81% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 6.20% |
| #4 | KENVUE INC (KVUE) - 7.90% | MEDLINE INC ORDINARY SHARES CLASS A (MDLN) - 3.89% |
| #5 | REDDIT INC CLASS A SHARES (RDDT) - 5.76% | LUMENTUM HOLDINGS INC (LITE) - 3.17% |
| #6 | VIKING HOLDINGS LTD (VIK) - 4.56% | APPLOVIN CORP ORDINARY SHARES CLASS A (APP) - 3.07% |
| #7 | CIRCLE INTERNET GROUP INC ORDINARY SHARES CLASS A (CRCL) - 3.57% | n/a (ASTS) - 2.85% |
| #8 | MEDLINE INC ORDINARY SHARES CLASS A (MDLN) - 3.55% | CONSTELLATION ENERGY CORP (CEG) - 2.72% |
| #9 | RUBRIK INC CLASS A SHARES (RBRK) - 3.04% | n/a (WBD) - 2.59% |
| #10 | AMERICAN HEALTHCARE REIT INC ORDINARY SHARES (AHR) - 2.78% | FEDEX CORP (FDX) - 2.55% |
| #11 | KASPI.KZ JSC ADS (KSPI) - 2.58% | n/a (PLTR) - 2.50% |
| #12 | CAVA GROUP INC (CAVA) - 2.50% | ENTERGY CORP (ETR) - 1.80% |
| #13 | UL SOLUTIONS INC CLASS A COMMON STOCK (ULS) - 2.41% | DT MIDSTREAM INC ORDINARY SHARES (DTM) - 1.70% |
| #14 | BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 2.40% | VENTAS INC (VTR) - 1.61% |
| #15 | MAPLEBEAR INC (CART) - 2.17% | SOLSTICE ADVANCED MATERIALS INC (SOLS) - 1.60% |
| #16 | STANDARDAERO INC (SARO) - 1.93% | UL SOLUTIONS INC CLASS A COMMON STOCK (ULS) - 1.51% |
| #17 | AMER SPORTS INC (AS) - 1.71% | TENET HEALTHCARE CORP (THC) - 1.42% |
| #18 | TEMPUS AI INC CLASS A COMMON STOCK (TEM) - 1.44% | DOORDASH INC ORDINARY SHARES CLASS A (DASH) - 1.38% |
| #19 | LEGENCE CORP ORDINARY SHARES CLASS A (LGN) - 1.37% | NEXTPOWER INC CLASS A (NXT) - 1.31% |
| #20 | SERVICETITAN INC CLASS A ORDINARY SHARES (TTAN) - 1.29% | ROYALTY PHARMA PLC CLASS A (RPRX) - 1.15% |
| #21 | ATMUS FILTRATION TECHNOLOGIES INC (ATMU) - 1.27% | SAMSARA INC ORDINARY SHARES CLASS A (IOT) - 1.14% |
| #22 | FORGENT POWER SOLUTIONS INC ORDINARY SHARES CLASS A (FPS) - 1.25% | AMRIZE LTD REGISTERED SHARE (AMRZ) - 1.04% |
| #23 | FIGMA INC CLASS A (FIG) - 1.23% | BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 1.03% |
| #24 | KARMAN HOLDINGS INC (KRMN) - 0.96% | LEGENCE CORP ORDINARY SHARES CLASS A (LGN) - 1.01% |
| #25 | LINEAGE INC REIT (LINE) - 0.92% | n/a (AHR) - 1.00% |
| Total Holdings | 49 | 101 |
IPO vs FPX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IPO
+4.53%
FPX
-1.92%
3M
Winner
IPO
+24.03%
FPX
+11.41%
6M
Winner
IPO
+12.56%
FPX
+9.99%
1Y
IPO
+24.72%
Winner
FPX
+34.26%
5Y(CAGR)
IPO
-2.47%
Winner
FPX
+9.33%
10Y(CAGR)
IPO
+10.47%
Winner
FPX
+14.13%
Max(CAGR)
IPO
+8.41%
Winner
FPX
+12.89%
IPO vs FPX - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | IPO | FPX |
|---|---|---|
| 2026 | +13.93% | +12.10% |
| 2025 | +3.34% | +35.67% |
| 2024 | +20.50% | +28.64% |
| 2023 | +55.06% | +23.84% |
| 2022 | -56.71% | -34.67% |
| 2021 | -9.24% | +5.27% |
| 2020 | +104.07% | +46.85% |
| 2019 | +33.94% | +30.60% |
| 2018 | -17.82% | -8.91% |
| 2017 | +36.17% | +26.26% |
| 2016 | +2.36% | +8.74% |
| 2015 | -7.95% | +1.98% |
| 2014 | +7.41% | +12.63% |
| 2013 | +7.55% | +44.45% |
| 2012 | N/A | +29.08% |
| 2011 | N/A | +1.87% |
| 2010 | N/A | +16.58% |
| 2009 | N/A | +42.26% |
| 2008 | N/A | -42.62% |
| 2007 | N/A | +14.86% |
| 2006 | N/A | +17.97% |
IPO vs FPX Drawdown Comparison
The maximum drawdown for IPO was -68.76%, occurring on Dec 28, 2022. This drawdown has not yet recovered.
The maximum drawdown for FPX was -56.29%, occurring on Nov 20, 2008. Recovery took 789 trading sessions.
The current IPO drawdown is -29.10%. The current FPX drawdown is -5.15%.
| Rank | IPO | FPX |
|---|---|---|
| #1 | -68.76% Feb 12, 2021 - Dec 28, 2022 | -56.29% Dec 26, 2007 - Feb 11, 2011 |
| #2 | -38.47% Feb 19, 2020 - May 20, 2020 | -43.14% Nov 9, 2021 - Feb 5, 2025 |
| #3 | -36.73% Apr 16, 2015 - May 15, 2017 | -36.97% Feb 19, 2020 - Jul 8, 2020 |
| #4 | -31.34% Jun 18, 2018 - May 3, 2019 | -30.88% Feb 18, 2025 - Jun 26, 2025 |
| #5 | -17.59% Jul 26, 2019 - Jan 16, 2020 | -24.12% Jul 20, 2015 - Feb 3, 2017 |
| #6 | -13.19% Mar 5, 2014 - Sep 8, 2014 | -23.55% Aug 29, 2018 - Apr 3, 2019 |
| #7 | -11.58% Oct 13, 2020 - Nov 20, 2020 | -22.63% Jul 7, 2011 - Feb 3, 2012 |
| #8 | -10.96% Sep 11, 2014 - Nov 12, 2014 | -18.69% Feb 12, 2021 - Nov 9, 2021 |
| #9 | -10.76% Sep 1, 2020 - Sep 29, 2020 | -14.36% Jul 13, 2007 - Dec 26, 2007 |
| #10 | -9.40% Dec 22, 2020 - Jan 21, 2021 | -12.28% Oct 29, 2025 - Dec 10, 2025 |
| #11 | -8.14% Aug 5, 2020 - Aug 26, 2020 | -12.07% Dec 11, 2025 - Apr 13, 2026 |
| #12 | -7.39% May 3, 2019 - Jun 18, 2019 | -12.04% Apr 2, 2012 - Sep 13, 2012 |
| #13 | -7.03% Jan 23, 2018 - Mar 6, 2018 | -10.85% Sep 11, 2014 - Nov 21, 2014 |
| #14 | -6.78% Nov 24, 2014 - Feb 11, 2015 | -10.23% Jan 26, 2018 - Jun 18, 2018 |
| #15 | -6.75% Jul 9, 2020 - Aug 3, 2020 | -10.22% Sep 1, 2020 - Oct 7, 2020 |
Correlation
Correlation between IPO and FPX is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
0.83
-101
Dividend Comparison (2007 - 2026)
IPO vs FPX dividend yield comparison.
| Year | IPO | FPX |
|---|---|---|
| 2026 | 0.06% | 0.04% |
| 2025 | 0.66% | 0.53% |
| 2024 | 0.12% | 0.09% |
| 2023 | 0.00% | 0.27% |
| 2022 | 0.00% | 1.08% |
| 2021 | 0.00% | 0.14% |
| 2020 | 0.10% | 0.28% |
| 2019 | 0.26% | 0.67% |
| 2018 | 0.49% | 0.88% |
| 2017 | 0.43% | 0.68% |
| 2016 | 0.40% | 0.77% |
| 2015 | 0.11% | 0.62% |
| 2014 | 2.45% | 0.79% |
| 2013 | 0.07% | 0.51% |
| 2012 | 0.00% | 1.12% |
| 2011 | 0.00% | 1.06% |
| 2010 | 0.00% | 0.95% |
| 2009 | 0.00% | 1.92% |
| 2008 | 0.00% | 1.08% |
| 2007 | 0.00% | 0.25% |
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