SMIZ vs FJP

Comparison between ZACKS SMALL/MID CAP ETF (SMIZ, ETF) and FIRST TRUST JAPAN ALPHADEX FUND (FJP, ETF).

SMIZ vs FJP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SMIZ(ETF)	FJP(ETF)
Net Assets	$258M	$258M
Expense Ratio	0.55%	0.80%
Max Drawdown	26.16%	43.93%
Sharpe Ratio	1.46	1.28
5Y Beta	1.05	0.74
P/E Ratio	34.97	N/A
Forward P/E	15.82	N/A
5Y Dividends CAGR	N/A	29.60%
5Y EPS CAGR	18.25%	N/A
Debt to Equity	44.26%	N/A
P/S Ratio	1.31	N/A
P/B Ratio	2.94	N/A

Net Assets

SMIZ

$258M

Winner

FJP

$258M

Expense Ratio

Winner

SMIZ

0.55%

FJP

0.80%

Max Drawdown

Winner

SMIZ

26.16%

FJP

43.93%

Sharpe Ratio

Winner

SMIZ

1.46

FJP

1.28

5Y Beta

SMIZ

1.05

Winner

FJP

0.74

P/E Ratio

SMIZ

34.97

FJP

N/A

Forward P/E

SMIZ

15.82

FJP

N/A

5Y Dividends CAGR

SMIZ

N/A

FJP

29.60%

5Y EPS CAGR

SMIZ

18.25%

FJP

N/A

Debt to Equity

SMIZ

44.26%

FJP

N/A

P/S Ratio

SMIZ

1.31

FJP

N/A

P/B Ratio

SMIZ

2.94

FJP

N/A

SMIZ vs FJP - Historical Returns

Returns include dividend reinvestment.

Period	SMIZ	FJP
1 month	+5.67%	-0.27%
3 months	+17.14%	+6.15%
6 months	+16.63%	+13.26%
1 year	+33.96%	+34.39%
5 years(CAGR)	N/A	+11.14%
10 years(CAGR)	N/A	+7.81%
Max(CAGR)	+24.85%	+6.10%

Winner

SMIZ

+5.67%

FJP

-0.27%

Winner

SMIZ

+17.14%

FJP

+6.15%

Winner

SMIZ

+16.63%

FJP

+13.26%

SMIZ

+33.96%

Winner

FJP

+34.39%

5Y(CAGR)

SMIZ

N/A

FJP

+11.14%

10Y(CAGR)

SMIZ

N/A

FJP

+7.81%

Max(CAGR)

Winner

SMIZ

+24.85%

FJP

+6.10%

SMIZ vs FJP - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	SMIZ	FJP
2026	+16.71%	+15.24%
2025	+12.07%	+33.80%
2024	+19.02%	+6.02%
2023	+16.39%	+23.73%
2022	N/A	-12.80%
2021	N/A	-0.50%
2020	N/A	+2.15%
2019	N/A	+7.28%
2018	N/A	-18.80%
2017	N/A	+26.81%
2016	N/A	+4.50%
2015	N/A	+5.39%
2014	N/A	-0.84%
2013	N/A	+28.22%
2012	N/A	-4.42%
2011	N/A	-9.31%

SMIZ vs FJP Drawdown Comparison

The maximum drawdown for SMIZ was -25.02%, occurring on Apr 8, 2025. Recovery took 178 trading sessions.

The maximum drawdown for FJP was -41.51%, occurring on Mar 16, 2020. Recovery took 1551 trading sessions.

The current FJP drawdown is -5.20%.

Rank	SMIZ	FJP
#1	-25.02% Dec 4, 2024 - Aug 22, 2025	-41.51% Jan 23, 2018 - Mar 22, 2024
#2	-10.51% Feb 9, 2026 - Apr 13, 2026	-25.37% Aug 2, 2011 - May 14, 2013
#3	-9.41% Jul 16, 2024 - Sep 19, 2024	-22.46% May 22, 2015 - Mar 13, 2017
#4	-7.65% Mar 28, 2024 - Jul 15, 2024	-17.02% Mar 25, 2025 - May 21, 2025
#5	-7.56% Oct 27, 2025 - Dec 11, 2025	-16.43% May 21, 2013 - Jan 17, 2014
#6	-7.28% Oct 11, 2023 - Nov 14, 2023	-15.08% Mar 27, 2024 - Feb 18, 2025
#7	-4.17% May 6, 2026 - May 26, 2026	-14.43% Feb 25, 2026 - Mar 20, 2026
#8	-4.10% Sep 22, 2025 - Oct 24, 2025	-12.64% Jul 28, 2014 - Feb 20, 2015
#9	-3.87% Jun 4, 2026 - Jun 12, 2026	-10.47% Jan 22, 2014 - Jun 18, 2014
#10	-3.85% Dec 28, 2023 - Jan 29, 2024	-7.21% May 10, 2011 - Jul 5, 2011
#11	-3.73% Nov 11, 2024 - Nov 22, 2024	-6.57% Sep 15, 2025 - Nov 10, 2025
#12	-3.59% Dec 11, 2025 - Jan 6, 2026	-4.37% Jun 27, 2025 - Jul 23, 2025
#13	-2.73% Jan 22, 2026 - Feb 6, 2026	-4.12% Mar 28, 2017 - May 3, 2017
#14	-2.59% Oct 18, 2024 - Nov 6, 2024	-3.98% Nov 14, 2025 - Nov 26, 2025
#15	-2.51% Feb 15, 2024 - Feb 27, 2024	-3.56% Apr 28, 2015 - May 18, 2015

Correlation

Correlation between SMIZ and FJP is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.

0.90

-101

Dividend Comparison (2011 - 2026)

SMIZ vs FJP dividend yield comparison.

Year	SMIZ	FJP
2026	0.00%	0.15%
2025	0.62%	2.68%
2024	1.57%	3.18%
2023	0.07%	3.49%
2022	0.00%	2.21%
2021	0.00%	2.43%
2020	0.00%	0.99%
2019	0.00%	2.80%
2018	0.00%	1.54%
2017	0.00%	1.29%
2016	0.00%	1.46%
2015	0.00%	0.85%
2014	0.00%	1.08%
2013	0.00%	0.70%
2012	0.00%	1.61%
2011	0.00%	0.62%