SHYL vs FXD

Comparison between XTRACKERS SHORT DURATION HIGH YIELD BOND ETF (SHYL, ETF) and FIRST TRUST CONSUMER DISCRETIONARY ALPHADEX FUND (FXD, ETF).

5-Year PerformanceSHYL has outperformed FXD, delivering a return of +4.9% compared to +3.4%

SHYL vs FXD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SHYL(ETF)	FXD(ETF)
Net Assets	$266M	$267M
Expense Ratio	0.20%	0.60%
Max Drawdown	21.56%	65.66%
Sharpe Ratio	0.36	0.20
5Y Beta	0.21	1.01
P/E Ratio	N/A	17.08
Forward P/E	N/A	14.92
PEG Ratio	N/A	0.12
5Y Dividends CAGR	2.40%	30.66%
5Y EPS CAGR	N/A	11.92%
Debt to Equity	N/A	-6.38%
P/S Ratio	N/A	0.82
P/B Ratio	N/A	2.52

Net Assets

SHYL

$266M

Winner

FXD

$267M

Expense Ratio

Winner

SHYL

0.20%

FXD

0.60%

Max Drawdown

Winner

SHYL

21.56%

FXD

65.66%

Sharpe Ratio

Winner

SHYL

0.36

FXD

0.20

5Y Beta

Winner

SHYL

0.21

FXD

1.01

P/E Ratio

SHYL

N/A

FXD

17.08

Forward P/E

SHYL

N/A

FXD

14.92

PEG Ratio

SHYL

N/A

FXD

0.12

5Y Dividends CAGR

SHYL

2.40%

Winner

FXD

30.66%

5Y EPS CAGR

SHYL

N/A

FXD

11.92%

Debt to Equity

SHYL

N/A

FXD

-6.38%

P/S Ratio

SHYL

N/A

FXD

0.82

P/B Ratio

SHYL

N/A

FXD

2.52

SHYL vs FXD - Historical Returns

Returns include dividend reinvestment.

Period	SHYL	FXD
1 month	+0.30%	+0.62%
3 months	+0.60%	-3.27%
6 months	+1.27%	-3.04%
1 year	+4.77%	+6.03%
5 years(CAGR)	+4.92%	+3.43%
10 years(CAGR)	+4.79%	+7.73%
Max(CAGR)	+4.79%	+7.48%

SHYL

+0.30%

Winner

FXD

+0.62%

Winner

SHYL

+0.60%

FXD

-3.27%

Winner

SHYL

+1.27%

FXD

-3.04%

SHYL

+4.77%

Winner

FXD

+6.03%

5Y(CAGR)

Winner

SHYL

+4.92%

FXD

+3.43%

10Y(CAGR)

SHYL

+4.79%

Winner

FXD

+7.73%

Max(CAGR)

SHYL

+4.79%

Winner

FXD

+7.48%

SHYL vs FXD - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	SHYL	FXD
2026	+1.76%	-0.17%
2025	+7.62%	+7.10%
2024	+8.82%	+11.64%
2023	+11.25%	+23.44%
2022	-5.15%	-21.71%
2021	+4.82%	+24.97%
2020	+3.53%	+12.64%
2019	+10.13%	+23.21%
2018	-0.67%	-12.65%
2017	N/A	+19.03%
2016	N/A	+6.77%
2015	N/A	-3.09%
2014	N/A	+12.15%
2013	N/A	+40.52%
2012	N/A	+15.09%
2011	N/A	-0.13%
2010	N/A	+30.59%
2009	N/A	+51.69%
2008	N/A	-41.59%
2007	N/A	-15.15%

SHYL vs FXD Drawdown Comparison

The maximum drawdown for SHYL was -19.27%, occurring on Mar 23, 2020. Recovery took 184 trading sessions.

The maximum drawdown for FXD was -65.27%, occurring on Mar 9, 2009. Recovery took 903 trading sessions.

The current SHYL drawdown is -0.07%. The current FXD drawdown is -4.61%.

Rank	SHYL	FXD
#1	-19.27% Feb 20, 2020 - Nov 10, 2020	-65.27% Jul 9, 2007 - Feb 4, 2011
#2	-9.59% Dec 27, 2021 - Jul 13, 2023	-49.54% Feb 19, 2020 - Nov 13, 2020
#3	-4.92% Oct 1, 2018 - Jan 30, 2019	-33.74% Nov 16, 2021 - Mar 27, 2024
#4	-4.73% Feb 28, 2025 - May 12, 2025	-26.02% Dec 4, 2024 - Aug 22, 2025
#5	-2.74% Sep 14, 2023 - Nov 3, 2023	-24.03% Jul 7, 2011 - Mar 13, 2012
#6	-1.82% Jan 26, 2018 - Apr 13, 2018	-22.16% Jan 24, 2018 - Nov 18, 2019
#7	-1.79% Mar 20, 2024 - May 3, 2024	-20.18% Mar 20, 2015 - Dec 7, 2016
#8	-1.59% Jan 22, 2026 - Apr 8, 2026	-14.19% Mar 26, 2012 - Jan 2, 2013
#9	-1.57% Nov 9, 2021 - Dec 23, 2021	-13.94% Jan 13, 2026 - Mar 30, 2026
#10	-1.28% Dec 5, 2024 - Jan 15, 2025	-12.24% Mar 28, 2024 - Oct 18, 2024
#11	-1.22% Jul 29, 2019 - Aug 29, 2019	-11.01% Sep 8, 2025 - Jan 6, 2026
#12	-1.17% Dec 27, 2023 - Feb 23, 2024	-10.15% Sep 5, 2014 - Nov 12, 2014
#13	-1.15% Oct 2, 2025 - Oct 24, 2025	-8.68% Dec 31, 2013 - Feb 25, 2014
#14	-1.13% Apr 12, 2019 - Jun 11, 2019	-8.66% May 12, 2011 - Jul 1, 2011
#15	-1.11% Jul 31, 2024 - Aug 13, 2024	-7.79% Mar 7, 2014 - Jun 27, 2014

Correlation

Correlation between SHYL and FXD is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (2007 - 2026)

SHYL vs FXD dividend yield comparison.

Year	SHYL	FXD
2026	3.44%	0.31%
2025	7.02%	0.80%
2024	7.26%	0.89%
2023	6.60%	0.70%
2022	5.52%	1.00%
2021	4.65%	0.62%
2020	6.16%	0.42%
2019	5.93%	0.92%
2018	5.54%	1.08%
2017	0.00%	0.93%
2016	0.00%	1.05%
2015	0.00%	0.90%
2014	0.00%	0.52%
2013	0.00%	0.35%
2012	0.00%	1.44%
2011	0.00%	0.63%
2010	0.00%	0.44%
2009	0.00%	0.46%
2008	0.00%	0.89%
2007	0.00%	0.32%