KSA vs FXR

Comparison between ISHARES MSCI SAUDI ARABIA ETF (KSA, ETF) and FIRST TRUST INDUSTRIALS/PRODUCER DURABLES ALPHADEX FUND (FXR, ETF).

5-Year PerformanceFXR has outperformed KSA, delivering a return of +10.1% compared to +2.5%

KSA vs FXR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	KSA(ETF)	FXR(ETF)
Net Assets	$686M	$685M
Expense Ratio	0.75%	0.60%
Max Drawdown	41.80%	64.05%
Sharpe Ratio	0.31	1.05
5Y Beta	0.47	1.05
P/E Ratio	N/A	22.69
Forward P/E	N/A	16.40
PEG Ratio	N/A	0.25
5Y Dividends CAGR	12.77%	1.93%
5Y EPS CAGR	N/A	11.71%
Debt to Equity	N/A	69.39%

Net Assets

Winner

KSA

$686M

FXR

$685M

Expense Ratio

KSA

0.75%

Winner

FXR

0.60%

Max Drawdown

Winner

KSA

41.80%

FXR

64.05%

Sharpe Ratio

KSA

0.31

Winner

FXR

1.05

5Y Beta

Winner

KSA

0.47

FXR

1.05

P/E Ratio

KSA

N/A

FXR

22.69

Forward P/E

KSA

N/A

FXR

16.40

PEG Ratio

KSA

N/A

FXR

0.25

5Y Dividends CAGR

Winner

KSA

12.77%

FXR

1.93%

5Y EPS CAGR

KSA

N/A

FXR

11.71%

Debt to Equity

KSA

N/A

FXR

69.39%

KSA vs FXR - Historical Returns

Returns include dividend reinvestment.

Period	KSA	FXR
1 month	+2.18%	+5.26%
3 months	+3.85%	+9.19%
6 months	+7.97%	+11.06%
1 year	+9.11%	+24.90%
5 years(CAGR)	+2.46%	+10.07%
10 years(CAGR)	+7.65%	+13.16%
Max(CAGR)	+6.38%	+8.98%

KSA

+2.18%

Winner

FXR

+5.26%

KSA

+3.85%

Winner

FXR

+9.19%

KSA

+7.97%

Winner

FXR

+11.06%

KSA

+9.11%

Winner

FXR

+24.90%

5Y(CAGR)

KSA

+2.46%

Winner

FXR

+10.07%

10Y(CAGR)

KSA

+7.65%

Winner

FXR

+13.16%

Max(CAGR)

KSA

+6.38%

Winner

FXR

+8.98%

KSA vs FXR - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	KSA	FXR
2026	+6.59%	+9.05%
2025	-8.51%	+7.97%
2024	-1.75%	+17.27%
2023	+12.85%	+26.61%
2022	-7.14%	-16.07%
2021	+33.62%	+27.61%
2020	+1.25%	+11.46%
2019	+7.88%	+32.99%
2018	+13.85%	-15.72%
2017	+5.92%	+23.08%
2016	+10.81%	+28.23%
2015	-5.83%	-13.33%
2014	N/A	+9.56%
2013	N/A	+42.38%
2012	N/A	+13.95%
2011	N/A	-7.17%
2010	N/A	+23.53%
2009	N/A	+39.21%
2008	N/A	-45.68%
2007	N/A	-2.22%

KSA vs FXR Drawdown Comparison

The maximum drawdown for KSA was -40.56%, occurring on Mar 16, 2020. Recovery took 466 trading sessions.

The maximum drawdown for FXR was -63.81%, occurring on Mar 9, 2009. Recovery took 1408 trading sessions.

The current KSA drawdown is -14.59%. The current FXR drawdown is -3.00%.

Rank	KSA	FXR
#1	-40.56% May 3, 2019 - Mar 10, 2021	-63.81% May 31, 2007 - Jan 2, 2013
#2	-28.74% Oct 13, 2015 - Jun 21, 2017	-44.71% Jan 16, 2020 - Nov 10, 2020
#3	-28.10% Apr 18, 2022 - Mar 17, 2023	-27.24% Feb 24, 2015 - Nov 11, 2016
#4	-13.77% Jul 20, 2018 - Jan 16, 2019	-26.85% Jan 4, 2022 - Dec 13, 2023
#5	-10.56% Nov 12, 2021 - Jan 12, 2022	-26.65% Nov 25, 2024 - Jan 5, 2026
#6	-9.88% Jun 23, 2017 - Jan 12, 2018	-25.38% Sep 18, 2018 - Jul 16, 2019
#7	-5.79% Jan 26, 2018 - Mar 9, 2018	-13.77% Jun 9, 2014 - Nov 24, 2014
#8	-5.64% Apr 23, 2018 - Jun 1, 2018	-13.66% Feb 20, 2026 - Mar 30, 2026
#9	-5.13% Sep 17, 2015 - Oct 7, 2015	-10.64% Jan 26, 2018 - Aug 21, 2018
#10	-4.87% Apr 28, 2021 - Jun 1, 2021	-9.34% Jul 24, 2019 - Oct 29, 2019
#11	-4.63% Jun 5, 2018 - Jul 20, 2018	-8.15% Mar 28, 2024 - Jul 16, 2024
#12	-3.81% Jun 29, 2021 - Aug 2, 2021	-7.90% Jan 22, 2014 - Feb 27, 2014
#13	-3.35% Feb 7, 2019 - Mar 21, 2019	-7.64% Jul 31, 2024 - Aug 23, 2024
#14	-3.13% Mar 8, 2022 - Mar 24, 2022	-7.34% Nov 25, 2014 - Feb 13, 2015
#15	-3.10% Jan 20, 2022 - Jan 31, 2022	-7.14% Nov 16, 2021 - Jan 4, 2022

Correlation

Correlation between KSA and FXR is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88

-101

Dividend Comparison (2007 - 2026)

KSA vs FXR dividend yield comparison.

Year	KSA	FXR
2026	1.54%	0.10%
2025	2.95%	0.71%
2024	3.44%	0.72%
2023	2.44%	0.77%
2022	1.93%	0.92%
2021	1.58%	0.52%
2020	1.76%	1.06%
2019	2.15%	0.74%
2018	2.51%	1.18%
2017	2.30%	0.55%
2016	3.05%	0.52%
2015	0.04%	0.62%
2014	0.00%	1.10%
2013	0.00%	0.41%
2012	0.00%	2.08%
2011	0.00%	0.58%
2010	0.00%	0.55%
2009	0.00%	0.75%
2008	0.00%	0.64%
2007	0.00%	0.11%