SDSI vs FXG

Comparison between AMERICAN CENTURY SHORT DURATION STRATEGIC INCOME ETF (SDSI, ETF) and FIRST TRUST CONSUMER STAPLES ALPHADEX FUND (FXG, ETF).

SDSI vs FXG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SDSI(ETF)	FXG(ETF)
Net Assets	$218M	$219M
Expense Ratio	0.32%	0.63%
Max Drawdown	2.94%	40.05%
Sharpe Ratio	0.84	0.07
5Y Beta	0.03	0.25
P/E Ratio	N/A	16.54
Forward P/E	N/A	14.25
PEG Ratio	N/A	0.13
5Y Dividends CAGR	N/A	16.56%
5Y EPS CAGR	N/A	14.59%
Debt to Equity	N/A	-16.57%
P/S Ratio	N/A	0.57
P/B Ratio	N/A	2.26

Net Assets

SDSI

$218M

Winner

FXG

$219M

Expense Ratio

Winner

SDSI

0.32%

FXG

0.63%

Max Drawdown

Winner

SDSI

2.94%

FXG

40.05%

Sharpe Ratio

Winner

SDSI

0.84

FXG

0.07

5Y Beta

Winner

SDSI

0.03

FXG

0.25

P/E Ratio

SDSI

N/A

FXG

16.54

Forward P/E

SDSI

N/A

FXG

14.25

PEG Ratio

SDSI

N/A

FXG

0.13

5Y Dividends CAGR

SDSI

N/A

FXG

16.56%

5Y EPS CAGR

SDSI

N/A

FXG

14.59%

Debt to Equity

SDSI

N/A

FXG

-16.57%

P/S Ratio

SDSI

N/A

FXG

0.57

P/B Ratio

SDSI

N/A

FXG

2.26

SDSI vs FXG - Historical Returns

Returns include dividend reinvestment.

Period	SDSI	FXG
1 month	+0.37%	+3.89%
3 months	+1.15%	-0.68%
6 months	+1.73%	+3.04%
1 year	+5.04%	+2.79%
5 years(CAGR)	N/A	+3.31%
10 years(CAGR)	N/A	+4.94%
Max(CAGR)	+5.86%	+8.03%

SDSI

+0.37%

Winner

FXG

+3.89%

Winner

SDSI

+1.15%

FXG

-0.68%

SDSI

+1.73%

Winner

FXG

+3.04%

Winner

SDSI

+5.04%

FXG

+2.79%

5Y(CAGR)

SDSI

N/A

FXG

+3.31%

10Y(CAGR)

SDSI

N/A

FXG

+4.94%

Max(CAGR)

SDSI

+5.86%

Winner

FXG

+8.03%

SDSI vs FXG - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	SDSI	FXG
2026	+1.29%	+5.03%
2025	+6.50%	-2.73%
2024	+5.75%	+1.53%
2023	+5.82%	+2.95%
2022	+2.05%	+2.91%
2021	N/A	+22.14%
2020	N/A	+5.92%
2019	N/A	+21.13%
2018	N/A	-11.58%
2017	N/A	+7.10%
2016	N/A	+5.89%
2015	N/A	+6.91%
2014	N/A	+22.08%
2013	N/A	+38.16%
2012	N/A	+10.58%
2011	N/A	+13.08%
2010	N/A	+18.79%
2009	N/A	+24.81%
2008	N/A	-24.28%
2007	N/A	-2.32%

SDSI vs FXG Drawdown Comparison

The maximum drawdown for SDSI was -1.29%, occurring on Jul 6, 2023. Recovery took 108 trading sessions.

The maximum drawdown for FXG was -38.69%, occurring on Mar 6, 2009. Recovery took 713 trading sessions.

The current FXG drawdown is -7.71%.

Rank	SDSI	FXG
#1	-1.29% May 4, 2023 - Oct 9, 2023	-38.69% Jun 4, 2007 - Apr 1, 2010
#2	-1.29% Apr 3, 2025 - Apr 28, 2025	-27.54% Dec 27, 2019 - Aug 4, 2020
#3	-1.17% Feb 24, 2026 - Apr 17, 2026	-19.27% Jan 26, 2018 - Dec 20, 2019
#4	-1.17% Feb 2, 2023 - Apr 3, 2023	-15.70% Apr 20, 2022 - Mar 11, 2024
#5	-0.95% Sep 27, 2024 - Jan 16, 2025	-15.25% Jul 7, 2011 - Nov 28, 2012
#6	-0.65% Feb 1, 2024 - Mar 7, 2024	-12.75% Feb 27, 2026 - Jun 2, 2026
#7	-0.58% Apr 4, 2023 - Apr 25, 2023	-12.01% Nov 29, 2024 - Feb 6, 2026
#8	-0.55% Oct 28, 2022 - Nov 10, 2022	-10.95% Jul 8, 2016 - Nov 30, 2017
#9	-0.54% Mar 27, 2024 - May 2, 2024	-10.92% Apr 14, 2010 - Oct 13, 2010
#10	-0.44% Oct 9, 2023 - Nov 1, 2023	-9.84% Aug 17, 2015 - Mar 16, 2016
#11	-0.39% Apr 30, 2025 - May 27, 2025	-8.93% May 10, 2021 - Nov 15, 2021
#12	-0.38% May 15, 2024 - Jun 3, 2024	-7.06% Jan 14, 2014 - Feb 20, 2014
#13	-0.38% Oct 13, 2022 - Oct 25, 2022	-6.47% Jun 20, 2014 - Oct 30, 2014
#14	-0.37% Aug 2, 2024 - Aug 13, 2024	-6.45% Mar 27, 2024 - Aug 30, 2024
#15	-0.35% Dec 15, 2022 - Jan 6, 2023	-6.23% May 31, 2011 - Jul 1, 2011

Correlation

Correlation between SDSI and FXG is 0.62 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.62

-101

Dividend Comparison (2007 - 2026)

SDSI vs FXG dividend yield comparison.

Year	SDSI	FXG
2026	1.95%	0.47%
2025	4.91%	2.83%
2024	5.49%	1.70%
2023	5.37%	1.41%
2022	0.98%	1.83%
2021	0.00%	1.38%
2020	0.00%	1.41%
2019	0.00%	1.63%
2018	0.00%	2.31%
2017	0.00%	1.34%
2016	0.00%	1.72%
2015	0.00%	1.67%
2014	0.00%	1.24%
2013	0.00%	0.95%
2012	0.00%	3.21%
2011	0.00%	0.76%
2010	0.00%	1.04%
2009	0.00%	1.10%
2008	0.00%	1.77%
2007	0.00%	0.58%