IXJ vs FV
Comparison between ISHARES GLOBAL HEALTHCARE ETF (IXJ, ETF) and FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF (FV, ETF).
5-Year PerformanceFV has outperformed IXJ, delivering a return of +9.7% compared to +4.5%
IXJ vs FV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IXJ
$3.80B
Winner
FV
$3.90B
Expense Ratio
Winner
IXJ
0.40%
FV
0.89%
Max Drawdown
IXJ
42.81%
Winner
FV
34.04%
Sharpe Ratio
IXJ
0.76
Winner
FV
0.90
5Y Beta
Winner
IXJ
0.45
FV
1.09
P/E Ratio
IXJ
30.25
FV
N/A
Forward P/E
IXJ
19.05
FV
N/A
5Y Dividends CAGR
IXJ
7.94%
FV
N/A
5Y EPS CAGR
IXJ
12.16%
FV
N/A
Debt to Equity
IXJ
53.17%
FV
N/A
P/S Ratio
IXJ
1.59
FV
N/A
P/B Ratio
IXJ
4.86
FV
N/A
IXJ vs FV - Holdings Comparison
IXJ and FV have 0 common holdings. Overlap is 0.00%
IXJ's top 25 holdings weight is 71.72%. FV's top 25 holdings weight is 99.80%.
| Rank | IXJ | FV |
|---|---|---|
| #1 | ELI LILLY AND CO (LLY) - 11.31% | FIRST TRUST NYSE ARCA BIOTECH ETF (FBT) - 20.49% |
| #2 | JOHNSON & JOHNSON (JNJ) - 7.25% | FIRST TRUST NASDAQ-100-TECH SECTOR ETF (QTEC) - 19.94% |
| #3 | ABBVIE INC (ABBV) - 5.02% | FIRST TRUST NASDAQ SEMICONDUCTOR ETF (FTXL) - 19.87% |
| #4 | UNITEDHEALTH GROUP INC (UNH) - 4.76% | FIRST TRUST TECHNOLOGY ALPHADEX® ETF (FXL) - 19.86% |
| #5 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 3.82% | FIRST TRUST NASDAQ TRANSPORTATION ETF (FTXR) - 19.64% |
| #6 | NOVARTIS AG REGISTERED SHARES (n/a) - 3.81% | N/A |
| #7 | MERCK & CO INC (MRK) - 3.77% | N/A |
| #8 | ASTRAZENECA PLC (AZN:XLON) - 3.68% | N/A |
| #9 | AMGEN INC (AMGN) - 2.42% | N/A |
| #10 | THERMO FISHER SCIENTIFIC INC (TMO) - 2.28% | N/A |
| #11 | GILEAD SCIENCES INC (GILD) - 2.05% | N/A |
| #12 | ABBOTT LABORATORIES (ABT) - 2.02% | N/A |
| #13 | PFIZER INC (PFE) - 1.94% | N/A |
| #14 | INTUITIVE SURGICAL INC (ISRG) - 1.88% | N/A |
| #15 | NOVO NORDISK AS CLASS B (n/a) - 1.85% | N/A |
| #16 | CVS HEALTH CORP (CVS) - 1.66% | N/A |
| #17 | VERTEX PHARMACEUTICALS INC (VRTX) - 1.53% | N/A |
| #18 | BRISTOL-MYERS SQUIBB CO (BMY) - 1.48% | N/A |
| #19 | DANAHER CORP (DHR) - 1.47% | N/A |
| #20 | GSK PLC (n/a) - 1.42% | N/A |
| #21 | STRYKER CORP (SYK) - 1.36% | N/A |
| #22 | MEDTRONIC PLC (MDT) - 1.32% | N/A |
| #23 | MCKESSON CORP (MCK) - 1.26% | N/A |
| #24 | SANOFI SA (n/a) - 1.23% | N/A |
| #25 | ELEVANCE HEALTH INC (ELV) - 1.13% | N/A |
| Total Holdings | 132 | 5 |
IXJ vs FV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IXJ
+3.27%
FV
-3.26%
3M
IXJ
+3.93%
Winner
FV
+11.54%
6M
IXJ
-0.39%
Winner
FV
+6.50%
1Y
IXJ
+17.30%
Winner
FV
+20.95%
5Y(CAGR)
IXJ
+4.51%
Winner
FV
+9.69%
10Y(CAGR)
IXJ
+8.19%
Winner
FV
+12.64%
Max(CAGR)
IXJ
+7.28%
Winner
FV
+11.41%
IXJ vs FV - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | IXJ | FV |
|---|---|---|
| 2026 | +1.10% | +11.50% |
| 2025 | +14.95% | +7.33% |
| 2024 | -0.69% | +16.28% |
| 2023 | +3.59% | +15.33% |
| 2022 | -3.93% | -4.62% |
| 2021 | +19.74% | +23.58% |
| 2020 | +12.39% | +26.99% |
| 2019 | +24.67% | +25.82% |
| 2018 | +1.74% | -9.26% |
| 2017 | +19.02% | +18.43% |
| 2016 | -4.37% | +1.66% |
| 2015 | +5.69% | +7.02% |
| 2014 | +18.07% | +11.02% |
| 2013 | +33.83% | N/A |
| 2012 | +15.83% | N/A |
| 2011 | +9.85% | N/A |
| 2010 | +0.65% | N/A |
| 2009 | +16.29% | N/A |
| 2008 | -19.96% | N/A |
| 2007 | +2.96% | N/A |
| 2006 | +8.49% | N/A |
| 2005 | +7.27% | N/A |
| 2004 | +3.72% | N/A |
| 2003 | +16.34% | N/A |
| 2002 | -17.01% | N/A |
| 2001 | -2.47% | N/A |
IXJ vs FV Drawdown Comparison
The maximum drawdown for IXJ was -40.60%, occurring on Mar 9, 2009. Recovery took 1001 trading sessions.
The maximum drawdown for FV was -34.04%, occurring on Mar 23, 2020. Recovery took 115 trading sessions.
The current IXJ drawdown is -3.62%. The current FV drawdown is -6.12%.
| Rank | IXJ | FV |
|---|---|---|
| #1 | -40.60% May 7, 2007 - Apr 26, 2011 | -34.04% Feb 19, 2020 - Aug 3, 2020 |
| #2 | -31.87% Nov 26, 2001 - Apr 13, 2005 | -26.21% Aug 29, 2018 - Dec 20, 2019 |
| #3 | -27.35% Feb 12, 2020 - Jul 14, 2020 | -25.32% Jul 17, 2015 - Jun 8, 2017 |
| #4 | -18.80% Aug 5, 2015 - Jun 19, 2017 | -23.08% Feb 18, 2025 - Oct 27, 2025 |
| #5 | -18.14% Aug 30, 2024 - Jan 6, 2026 | -21.70% Nov 16, 2021 - Dec 14, 2023 |
| #6 | -17.48% Apr 8, 2022 - Jan 8, 2024 | -14.16% Jul 16, 2024 - Oct 14, 2024 |
| #7 | -16.52% May 31, 2011 - Mar 13, 2012 | -13.45% Jan 28, 2026 - May 6, 2026 |
| #8 | -14.45% Oct 1, 2018 - Jul 2, 2019 | -11.15% Sep 2, 2020 - Nov 16, 2020 |
| #9 | -11.65% Jan 26, 2018 - Aug 21, 2018 | -10.65% Mar 6, 2014 - Jul 1, 2014 |
| #10 | -10.78% Feb 27, 2026 - Jul 2, 2026 | -9.46% Mar 12, 2018 - Jun 6, 2018 |
| #11 | -10.59% Dec 29, 2021 - Apr 7, 2022 | -8.91% Jan 26, 2018 - Mar 7, 2018 |
| #12 | -8.47% Sep 24, 2014 - Oct 30, 2014 | -8.49% Apr 1, 2024 - Jun 12, 2024 |
| #13 | -7.78% Sep 3, 2021 - Dec 23, 2021 | -6.98% Sep 8, 2014 - Oct 28, 2014 |
| #14 | -7.77% Jan 25, 2021 - Apr 16, 2021 | -6.82% Dec 4, 2024 - Feb 18, 2025 |
| #15 | -7.76% Sep 2, 2020 - Nov 5, 2020 | -6.77% Oct 27, 2025 - Dec 10, 2025 |
Correlation
Correlation between IXJ and FV is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2001 - 2026)
IXJ vs FV dividend yield comparison.
| Year | IXJ | FV |
|---|---|---|
| 2026 | 0.86% | 0.18% |
| 2025 | 1.40% | 0.63% |
| 2024 | 1.50% | 0.14% |
| 2023 | 1.38% | 0.47% |
| 2022 | 1.17% | 1.38% |
| 2021 | 1.12% | 0.11% |
| 2020 | 1.27% | 0.06% |
| 2019 | 1.42% | 0.56% |
| 2018 | 2.11% | 0.19% |
| 2017 | 1.46% | 0.67% |
| 2016 | 1.73% | 0.95% |
| 2015 | 2.85% | 0.14% |
| 2014 | 1.38% | 0.10% |
| 2013 | 1.51% | 0.00% |
| 2012 | 2.28% | 0.00% |
| 2011 | 2.17% | 0.00% |
| 2010 | 2.20% | 0.00% |
| 2009 | 1.97% | 0.00% |
| 2008 | 2.25% | 0.00% |
| 2007 | 1.72% | 0.00% |
| 2006 | 0.85% | 0.00% |
| 2005 | 0.70% | 0.00% |
| 2004 | 0.74% | 0.00% |
| 2003 | 0.63% | 0.00% |
| 2002 | 0.61% | 0.00% |
| 2001 | 0.03% | 0.00% |
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