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NXP vs FXU

Comparison between Nuveen Select Tax-Free Income Portfolio (NXP, ETF) and FIRST TRUST UTILITIES ALPHADEX FUND (FXU, ETF).

5-Year PerformanceFXU has outperformed NXP, delivering a return of +12.1% compared to -1.2%

NXP vs FXU - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
NXP
$899M
FXU
$898M
Expense Ratio
NXP
N/A
FXU
0.61%
Max Drawdown
Winner
NXP
31.04%
FXU
51.52%
Sharpe Ratio
NXP
0.33
Winner
FXU
1.03
5Y Beta
Winner
NXP
0.09
FXU
0.33
P/E Ratio
NXP
N/A
FXU
16.65
Forward P/E
NXP
N/A
FXU
15.76
PEG Ratio
NXP
N/A
FXU
0.16
5Y Dividends CAGR
Winner
NXP
4.78%
FXU
1.07%
5Y EPS CAGR
NXP
N/A
FXU
15.89%
Debt to Equity
NXP
N/A
FXU
119.14%
P/S Ratio
NXP
N/A
FXU
2.18
P/B Ratio
NXP
N/A
FXU
1.98

NXP vs FXU - Historical Returns

Returns include dividend reinvestment.

1M
Winner
NXP
+0.16%
FXU
-1.06%
3M
Winner
NXP
-1.04%
FXU
-2.65%
6M
NXP
+1.33%
Winner
FXU
+8.23%
1Y
NXP
+5.84%
Winner
FXU
+17.76%
5Y(CAGR)
NXP
-1.16%
Winner
FXU
+12.09%
10Y(CAGR)
NXP
+3.16%
Winner
FXU
+9.41%
Max(CAGR)
NXP
+4.65%
Winner
FXU
+7.79%

NXP vs FXU - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearNXPFXU
2026+2.54%+6.98%
2025-1.44%+20.86%
2024+6.69%+20.85%
2023+10.03%-1.69%
2022-8.92%+4.44%
2021-8.29%+20.51%
2020+12.55%+2.38%
2019+18.42%+12.50%
2018-0.11%+5.68%
2017+9.22%+0.04%
2016+1.11%+23.04%
2015+4.11%-6.87%
2014+16.56%+27.25%
2013-11.51%+15.85%
2012+7.67%+3.99%
2011+14.63%+9.23%
2010-3.39%+9.33%
2009+11.72%+19.04%
2008+0.94%-27.90%
2007+1.33%-3.71%
2006+9.04%N/A
2005+10.10%N/A
2004+3.80%N/A
2003+4.55%N/A
2002+6.03%N/A
2001-0.62%N/A
2000+14.71%N/A
1999-3.20%N/A

NXP vs FXU Drawdown Comparison

The maximum drawdown for NXP was -27.62%, occurring on Oct 14, 2022. This drawdown has not yet recovered.

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

The current NXP drawdown is -7.70%. The current FXU drawdown is -5.59%.

RankNXPFXU
#1-27.62%
Jul 7, 2021 - Oct 14, 2022
-49.02%
May 22, 2007 - May 10, 2011
#2-21.84%
Feb 11, 2020 - Aug 13, 2020
-34.81%
Feb 18, 2020 - Apr 14, 2021
#3-19.90%
Nov 8, 2012 - Jan 27, 2015
-21.88%
Sep 12, 2022 - May 9, 2024
#4-18.78%
May 22, 2008 - May 14, 2009
-17.01%
Jul 7, 2011 - Jul 18, 2012
#5-15.33%
Nov 2, 2010 - Dec 19, 2011
-14.69%
Jun 16, 2017 - Aug 9, 2018
#6-14.23%
Aug 18, 2016 - Jan 31, 2019
-14.65%
Dec 29, 2014 - Mar 7, 2016
#7-11.28%
Feb 12, 2004 - Oct 22, 2004
-14.50%
Apr 20, 2022 - Aug 12, 2022
#8-10.54%
Feb 10, 2021 - Apr 12, 2021
-10.22%
Oct 18, 2012 - Mar 15, 2013
#9-10.01%
Nov 19, 1999 - Jul 3, 2000
-9.25%
Dec 3, 2018 - Mar 13, 2019
#10-9.51%
Aug 28, 2001 - May 6, 2002
-9.03%
Nov 26, 2024 - Mar 17, 2025
#11-8.57%
Jun 26, 2003 - Feb 11, 2004
-9.00%
Jul 25, 2016 - Feb 17, 2017
#12-8.45%
Feb 2, 2015 - Jan 5, 2016
-8.63%
Apr 9, 2026 - Jun 1, 2026
#13-7.90%
Apr 12, 2021 - May 25, 2021
-8.57%
Apr 2, 2025 - May 2, 2025
#14-7.87%
Aug 1, 2002 - May 27, 2003
-7.91%
Sep 2, 2021 - Dec 15, 2021
#15-7.50%
Mar 29, 2007 - Jan 7, 2008
-7.88%
Jun 30, 2014 - Oct 28, 2014

Correlation

Correlation between NXP and FXU is 0.90 which considered as a strong positive correlation - the stocks tend to move together.

0.90
-101

Dividend Comparison (2000 - 2026)

NXP vs FXU dividend yield comparison.

YearNXPFXU
20261.89%0.47%
20254.47%2.29%
20244.00%2.41%
20233.94%2.52%
20223.93%2.03%
20213.42%2.00%
20203.07%3.97%
20193.33%2.34%
20183.88%2.40%
20173.79%3.81%
20163.96%2.62%
20153.99%3.90%
20144.40%2.14%
20134.93%4.14%
20124.42%3.09%
20114.90%1.83%
20105.27%2.68%
20094.40%2.84%
20084.96%0.99%
20074.84%4.36%
20064.67%0.00%
20054.82%0.00%
20046.13%0.00%
20035.66%0.00%
20026.35%0.00%
20016.46%0.00%
20002.49%0.00%

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