SKOR vs FXR

Comparison between FLEXSHARES CREDIT-SCORED US CORPORATE BOND INDEX FUND (SKOR, ETF) and FIRST TRUST INDUSTRIALS/PRODUCER DURABLES ALPHADEX FUND (FXR, ETF).

5-Year PerformanceFXR has outperformed SKOR, delivering a return of +8.3% compared to +1.7%

SKOR vs FXR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SKOR(ETF)	FXR(ETF)
Net Assets	$698M	$698M
Expense Ratio	0.15%	0.60%
Max Drawdown	19.15%	64.05%
Sharpe Ratio	0.34	0.85
5Y Beta	0.06	1.05
P/E Ratio	N/A	23.31
Forward P/E	N/A	16.37
5Y Dividends CAGR	6.99%	1.93%
5Y EPS CAGR	N/A	9.93%
Debt to Equity	N/A	71.25%
P/S Ratio	N/A	1.42
P/B Ratio	N/A	2.96

Net Assets

SKOR

$698M

Winner

FXR

$698M

Expense Ratio

Winner

SKOR

0.15%

FXR

0.60%

Max Drawdown

Winner

SKOR

19.15%

FXR

64.05%

Sharpe Ratio

SKOR

0.34

Winner

FXR

0.85

5Y Beta

Winner

SKOR

0.06

FXR

1.05

P/E Ratio

SKOR

N/A

FXR

23.31

Forward P/E

SKOR

N/A

FXR

16.37

5Y Dividends CAGR

Winner

SKOR

6.99%

FXR

1.93%

5Y EPS CAGR

SKOR

N/A

FXR

9.93%

Debt to Equity

SKOR

N/A

FXR

71.25%

P/S Ratio

SKOR

N/A

FXR

1.42

P/B Ratio

SKOR

N/A

FXR

2.96

SKOR vs FXR - Historical Returns

Returns include dividend reinvestment.

Period	SKOR	FXR
1 month	-0.14%	-0.22%
3 months	-0.56%	-1.19%
6 months	+0.39%	+8.73%
1 year	+4.67%	+19.81%
5 years(CAGR)	+1.72%	+8.25%
10 years(CAGR)	+2.84%	+12.48%
Max(CAGR)	+3.01%	+8.82%

Winner

SKOR

-0.14%

FXR

-0.22%

Winner

SKOR

-0.56%

FXR

-1.19%

SKOR

+0.39%

Winner

FXR

+8.73%

SKOR

+4.67%

Winner

FXR

+19.81%

5Y(CAGR)

SKOR

+1.72%

Winner

FXR

+8.25%

10Y(CAGR)

SKOR

+2.84%

Winner

FXR

+12.48%

Max(CAGR)

SKOR

+3.01%

Winner

FXR

+8.82%

SKOR vs FXR - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	SKOR	FXR
2026	+0.09%	+5.69%
2025	+7.97%	+7.97%
2024	+4.83%	+17.27%
2023	+7.28%	+26.61%
2022	-9.56%	-16.07%
2021	-1.33%	+27.61%
2020	+8.68%	+11.46%
2019	+10.60%	+32.99%
2018	-0.64%	-15.72%
2017	+4.17%	+23.08%
2016	+2.76%	+28.23%
2015	+1.61%	-13.33%
2014	+0.51%	+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%

SKOR vs FXR Drawdown Comparison

The maximum drawdown for SKOR was -15.98%, occurring on Mar 19, 2020. Recovery took 59 trading sessions.

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

The current SKOR drawdown is -1.05%. The current FXR drawdown is -5.99%.

Rank	SKOR	FXR
#1	-15.98% Mar 4, 2020 - May 28, 2020	-63.81% May 31, 2007 - Jan 2, 2013
#2	-15.13% Aug 3, 2021 - Sep 4, 2024	-44.71% Jan 16, 2020 - Nov 10, 2020
#3	-4.09% Dec 18, 2017 - Jan 30, 2019	-27.24% Feb 24, 2015 - Nov 11, 2016
#4	-3.84% Sep 6, 2016 - May 31, 2017	-26.85% Jan 4, 2022 - Dec 13, 2023
#5	-3.52% Apr 6, 2015 - Mar 18, 2016	-26.65% Nov 25, 2024 - Jan 5, 2026
#6	-2.46% Dec 31, 2020 - Jul 27, 2021	-25.38% Sep 18, 2018 - Jul 16, 2019
#7	-2.26% Oct 1, 2024 - Feb 25, 2025	-13.77% Jun 9, 2014 - Nov 24, 2014
#8	-2.23% Apr 3, 2025 - May 27, 2025	-13.66% Feb 20, 2026 - Mar 30, 2026
#9	-2.09% Feb 27, 2026 - Mar 27, 2026	-10.64% Jan 26, 2018 - Aug 21, 2018
#10	-1.62% Sep 4, 2019 - Oct 3, 2019	-9.34% Jul 24, 2019 - Oct 29, 2019
#11	-1.25% Jan 30, 2015 - Mar 24, 2015	-8.15% Mar 28, 2024 - Jul 16, 2024
#12	-1.16% May 17, 2016 - Jun 13, 2016	-7.90% Jan 22, 2014 - Feb 27, 2014
#13	-0.98% Jun 22, 2017 - Jul 18, 2017	-7.64% Jul 31, 2024 - Aug 23, 2024
#14	-0.96% Aug 6, 2020 - Nov 5, 2020	-7.34% Nov 25, 2014 - Feb 13, 2015
#15	-0.94% Dec 1, 2014 - Jan 6, 2015	-7.14% Nov 16, 2021 - Jan 4, 2022

Correlation

Correlation between SKOR and FXR is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89

-101

Dividend Comparison (2007 - 2026)

SKOR vs FXR dividend yield comparison.

Year	SKOR	FXR
2026	1.97%	0.10%
2025	4.70%	0.71%
2024	4.90%	0.72%
2023	3.90%	0.77%
2022	2.56%	0.92%
2021	2.55%	0.52%
2020	3.38%	1.06%
2019	3.53%	0.74%
2018	2.85%	1.18%
2017	2.46%	0.55%
2016	2.74%	0.52%
2015	2.25%	0.62%
2014	0.31%	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%