KORP vs FXU

Comparison between AMERICAN CENTURY DIVERSIFIED CORPORATE BOND ETF (KORP, ETF) and FIRST TRUST UTILITIES ALPHADEX FUND (FXU, ETF).

5-Year PerformanceFXU has outperformed KORP, delivering a return of +11.7% compared to +1.7%

KORP vs FXU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	KORP(ETF)	FXU(ETF)
Net Assets	$816M	$821M
Expense Ratio	0.29%	0.61%
Max Drawdown	18.11%	51.52%
Sharpe Ratio	0.52	1.03
5Y Beta	0.12	0.33
P/E Ratio	N/A	16.51
Forward P/E	N/A	15.55
PEG Ratio	N/A	0.15
5Y Dividends CAGR	7.19%	1.07%
5Y EPS CAGR	N/A	15.89%
Debt to Equity	N/A	119.14%
P/S Ratio	N/A	2.17
P/B Ratio	N/A	1.99

Net Assets

KORP

$816M

Winner

FXU

$821M

Expense Ratio

Winner

KORP

0.29%

FXU

0.61%

Max Drawdown

Winner

KORP

18.11%

FXU

51.52%

Sharpe Ratio

KORP

0.52

Winner

FXU

1.03

5Y Beta

Winner

KORP

0.12

FXU

0.33

P/E Ratio

KORP

N/A

FXU

16.51

Forward P/E

KORP

N/A

FXU

15.55

PEG Ratio

KORP

N/A

FXU

0.15

5Y Dividends CAGR

Winner

KORP

7.19%

FXU

1.07%

5Y EPS CAGR

KORP

N/A

FXU

15.89%

Debt to Equity

KORP

N/A

FXU

119.14%

P/S Ratio

KORP

N/A

FXU

2.17

P/B Ratio

KORP

N/A

FXU

1.99

KORP vs FXU - Historical Returns

Returns include dividend reinvestment.

Period	KORP	FXU
1 month	+0.64%	+0.50%
3 months	+1.40%	-2.57%
6 months	+1.48%	+8.80%
1 year	+5.53%	+16.56%
5 years(CAGR)	+1.72%	+11.70%
10 years(CAGR)	+2.85%	+9.41%
Max(CAGR)	+2.85%	+7.78%

Winner

KORP

+0.64%

FXU

+0.50%

Winner

KORP

+1.40%

FXU

-2.57%

KORP

+1.48%

Winner

FXU

+8.80%

KORP

+5.53%

Winner

FXU

+16.56%

5Y(CAGR)

KORP

+1.72%

Winner

FXU

+11.70%

10Y(CAGR)

KORP

+2.85%

Winner

FXU

+9.41%

Max(CAGR)

KORP

+2.85%

Winner

FXU

+7.78%

KORP vs FXU - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	KORP	FXU
2026	+0.98%	+7.00%
2025	+8.12%	+20.86%
2024	+4.19%	+20.85%
2023	+7.11%	-1.69%
2022	-9.75%	+4.44%
2021	-0.45%	+20.51%
2020	+6.82%	+2.38%
2019	+10.11%	+12.50%
2018	-1.21%	+5.68%
2017	N/A	+0.04%
2016	N/A	+23.04%
2015	N/A	-6.87%
2014	N/A	+27.25%
2013	N/A	+15.85%
2012	N/A	+3.99%
2011	N/A	+9.23%
2010	N/A	+9.33%
2009	N/A	+19.04%
2008	N/A	-27.90%
2007	N/A	-3.71%

KORP vs FXU Drawdown Comparison

The maximum drawdown for KORP was -14.90%, occurring on Oct 20, 2022. Recovery took 754 trading sessions.

The maximum drawdown for FXU was -49.02%, occurring on Mar 9, 2009. Recovery took 1000 trading sessions.

The current KORP drawdown is -0.85%. The current FXU drawdown is -5.57%.

Rank	KORP	FXU
#1	-14.90% Aug 3, 2021 - Aug 2, 2024	-49.02% May 22, 2007 - May 10, 2011
#2	-12.70% Mar 4, 2020 - Jun 19, 2020	-34.81% Feb 18, 2020 - Apr 14, 2021
#3	-5.04% Oct 1, 2024 - Jun 24, 2025	-21.88% Sep 12, 2022 - May 9, 2024
#4	-3.22% Feb 26, 2026 - Mar 27, 2026	-17.01% Jul 7, 2011 - Jul 18, 2012
#5	-2.47% Dec 31, 2020 - Jul 2, 2021	-14.69% Jun 16, 2017 - Aug 9, 2018
#6	-2.11% Jan 16, 2018 - Jan 28, 2019	-14.65% Dec 29, 2014 - Mar 7, 2016
#7	-1.44% Oct 28, 2025 - Jan 14, 2026	-14.50% Apr 20, 2022 - Aug 12, 2022
#8	-1.42% Sep 4, 2019 - Oct 3, 2019	-10.22% Oct 18, 2012 - Mar 15, 2013
#9	-1.15% Jul 1, 2025 - Jul 29, 2025	-9.25% Dec 3, 2018 - Mar 13, 2019
#10	-1.02% Aug 2, 2024 - Aug 13, 2024	-9.03% Nov 26, 2024 - Mar 17, 2025
#11	-0.92% Aug 7, 2020 - Nov 4, 2020	-9.00% Jul 25, 2016 - Feb 17, 2017
#12	-0.86% Jan 14, 2026 - Feb 5, 2026	-8.63% Apr 9, 2026 - Jun 1, 2026
#13	-0.84% Sep 15, 2025 - Oct 14, 2025	-8.57% Apr 2, 2025 - May 2, 2025
#14	-0.77% Oct 4, 2019 - Dec 3, 2019	-7.91% Sep 2, 2021 - Dec 15, 2021
#15	-0.55% Aug 13, 2025 - Aug 22, 2025	-7.88% Jun 30, 2014 - Oct 28, 2014

Correlation

Correlation between KORP and FXU is 0.80 which considered as a strong positive correlation - the stocks tend to move together.

0.80

-101

Dividend Comparison (2007 - 2026)

KORP vs FXU dividend yield comparison.

Year	KORP	FXU
2026	2.09%	0.47%
2025	4.98%	2.29%
2024	5.08%	2.41%
2023	4.42%	2.52%
2022	2.89%	2.03%
2021	1.86%	2.00%
2020	3.22%	3.97%
2019	3.20%	2.34%
2018	2.97%	2.40%
2017	0.00%	3.81%
2016	0.00%	2.62%
2015	0.00%	3.90%
2014	0.00%	2.14%
2013	0.00%	4.14%
2012	0.00%	3.09%
2011	0.00%	1.83%
2010	0.00%	2.68%
2009	0.00%	2.84%
2008	0.00%	0.99%
2007	0.00%	4.36%