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PGJ vs FCA

Comparison between INVESCO GOLDEN DRAGON CHINA ETF (PGJ, ETF) and FIRST TRUST CHINA ALPHADEX FUND (FCA, ETF).

5-Year PerformanceFCA has outperformed PGJ, delivering a return of +3.8% compared to -14.3%

PGJ vs FCA - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
PGJ
$102M
FCA
$102M
Expense Ratio
Winner
PGJ
0.70%
FCA
0.80%
Max Drawdown
PGJ
78.47%
Winner
FCA
51.39%
Sharpe Ratio
PGJ
-0.64
Winner
FCA
1.18
5Y Beta
PGJ
0.81
Winner
FCA
0.62
P/E Ratio
PGJ
-11.55
FCA
N/A
Forward P/E
PGJ
10.54
FCA
N/A
5Y Dividends CAGR
Winner
PGJ
38.30%
FCA
-8.66%
5Y EPS CAGR
PGJ
-5.93%
FCA
N/A
Debt to Equity
PGJ
30.45%
FCA
N/A
P/S Ratio
PGJ
0.14
FCA
N/A
P/B Ratio
PGJ
1.38
FCA
N/A

PGJ vs FCA - Historical Returns

Returns include dividend reinvestment.

1M
PGJ
-9.56%
Winner
FCA
-9.27%
3M
PGJ
-9.99%
Winner
FCA
-7.91%
6M
PGJ
-17.46%
Winner
FCA
+9.19%
1Y
PGJ
-13.08%
Winner
FCA
+32.36%
5Y(CAGR)
PGJ
-14.28%
Winner
FCA
+3.81%
10Y(CAGR)
PGJ
+0.46%
Winner
FCA
+9.69%
Max(CAGR)
Winner
PGJ
+3.81%
FCA
+3.49%

PGJ vs FCA - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

YearPGJFCA
2026-18.65%+3.83%
2025+15.56%+46.63%
2024+9.59%+14.89%
2023-6.02%-11.07%
2022-24.43%-19.20%
2021-42.37%-0.35%
2020+45.33%+9.99%
2019+32.03%+19.40%
2018-32.36%-20.75%
2017+58.40%+60.19%
2016-7.14%-0.94%
2015+16.99%-7.81%
2014-8.01%-0.40%
2013+56.82%-6.05%
2012-3.61%+30.30%
2011-26.11%-35.23%
2010+7.70%N/A
2009+54.14%N/A
2008-55.93%N/A
2007+57.31%N/A
2006+50.07%N/A
2005-2.55%N/A
2004-0.75%N/A

PGJ vs FCA Drawdown Comparison

The maximum drawdown for PGJ was -78.37%, occurring on Oct 24, 2022. This drawdown has not yet recovered.

The maximum drawdown for FCA was -45.59%, occurring on Feb 11, 2016. Recovery took 598 trading sessions.

The current PGJ drawdown is -67.64%. The current FCA drawdown is -11.50%.

RankPGJFCA
#1-78.37%
Feb 16, 2021 - Oct 24, 2022
-45.59%
May 4, 2015 - Sep 15, 2017
#2-71.38%
Oct 31, 2007 - Jun 11, 2015
-45.41%
Apr 21, 2011 - Apr 9, 2015
#3-39.54%
Jan 26, 2018 - Jul 2, 2020
-42.46%
Sep 13, 2021 - Aug 15, 2025
#4-31.73%
Jun 12, 2015 - Apr 25, 2017
-39.97%
Jan 26, 2018 - Feb 16, 2021
#5-20.75%
May 8, 2006 - Nov 14, 2006
-13.82%
May 13, 2026 - Jun 10, 2026
#6-19.01%
Jul 13, 2007 - Aug 27, 2007
-13.69%
Feb 17, 2021 - Jun 1, 2021
#7-14.90%
Jan 3, 2007 - Apr 16, 2007
-11.39%
Oct 5, 2017 - Jan 2, 2018
#8-13.98%
Dec 15, 2004 - Aug 3, 2005
-10.09%
Jun 28, 2021 - Sep 8, 2021
#9-13.52%
Aug 15, 2005 - Jan 9, 2006
-10.03%
Mar 2, 2026 - May 13, 2026
#10-8.73%
Jul 9, 2020 - Aug 26, 2020
-8.34%
Sep 21, 2017 - Oct 5, 2017
#11-8.64%
Sep 1, 2020 - Oct 12, 2020
-6.58%
Nov 14, 2025 - Jan 5, 2026
#12-8.39%
Nov 22, 2017 - Jan 2, 2018
-6.44%
Oct 8, 2025 - Nov 11, 2025
#13-8.31%
Oct 16, 2017 - Nov 17, 2017
-5.31%
Jan 29, 2026 - Feb 10, 2026
#14-7.43%
Jun 7, 2017 - Jul 18, 2017
-4.26%
Aug 26, 2025 - Sep 9, 2025
#15-7.34%
Oct 17, 2007 - Oct 31, 2007
-4.02%
Jun 14, 2021 - Jun 25, 2021

Correlation

Correlation between PGJ and FCA is 0.53 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.53
-101

Dividend Comparison (2005 - 2026)

PGJ vs FCA dividend yield comparison.

YearPGJFCA
20260.04%0.00%
20253.38%2.67%
20244.70%5.17%
20232.50%5.70%
20220.84%6.00%
20210.00%4.91%
20200.30%4.12%
20190.17%3.73%
20180.31%3.10%
20172.05%2.30%
20161.94%2.51%
20150.37%4.13%
20140.89%2.47%
20130.96%2.86%
20122.40%1.46%
20112.32%2.29%
20100.67%0.00%
20090.82%0.00%
20081.15%0.00%
20070.62%0.00%
20061.00%0.00%
20051.17%0.00%

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