VSDM vs FXU

Comparison between VANGUARD SHORT DURATION TAX-EXEMPT BOND ETF ETF SHARES (VSDM, ETF) and FIRST TRUST UTILITIES ALPHADEX FUND (FXU, ETF).

VSDM vs FXU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VSDM(ETF)	FXU(ETF)
Net Assets	$831M	$831M
Expense Ratio	0.12%	0.61%
Max Drawdown	2.00%	51.52%
Sharpe Ratio	-0.43	0.51
5Y Beta	0.01	0.31
P/E Ratio	N/A	16.93
Forward P/E	N/A	15.21
PEG Ratio	N/A	0.42
5Y Dividends CAGR	N/A	1.42%
5Y EPS CAGR	N/A	13.80%
Debt to Equity	N/A	124.06%
P/S Ratio	N/A	2.28
P/B Ratio	N/A	1.90

Net Assets

Winner

VSDM

$831M

FXU

$831M

Expense Ratio

Winner

VSDM

0.12%

FXU

0.61%

Max Drawdown

Winner

VSDM

2.00%

FXU

51.52%

Sharpe Ratio

VSDM

-0.43

Winner

FXU

0.51

5Y Beta

Winner

VSDM

0.01

FXU

0.31

P/E Ratio

VSDM

N/A

FXU

16.93

Forward P/E

VSDM

N/A

FXU

15.21

PEG Ratio

VSDM

N/A

FXU

0.42

5Y Dividends CAGR

VSDM

N/A

FXU

1.42%

5Y EPS CAGR

VSDM

N/A

FXU

13.80%

Debt to Equity

VSDM

N/A

FXU

124.06%

P/S Ratio

VSDM

N/A

FXU

2.28

P/B Ratio

VSDM

N/A

FXU

1.90

VSDM vs FXU - Historical Returns

Returns include dividend reinvestment.

Period	VSDM	FXU
1 month	+0.61%	-4.63%
3 months	+0.87%	-1.49%
6 months	+0.00%	-3.96%
1 year	+3.10%	+10.52%
5 years(CAGR)	N/A	+11.22%
10 years(CAGR)	N/A	+9.06%
Max(CAGR)	+3.82%	+7.66%

Winner

VSDM

+0.61%

FXU

-4.63%

Winner

VSDM

+0.87%

FXU

-1.49%

Winner

VSDM

+0.00%

FXU

-3.96%

VSDM

+3.10%

Winner

FXU

+10.52%

5Y(CAGR)

VSDM

N/A

FXU

+11.22%

10Y(CAGR)

VSDM

N/A

FXU

+9.06%

Max(CAGR)

VSDM

+3.82%

Winner

FXU

+7.66%

VSDM vs FXU - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	VSDM	FXU
2026	+1.50%	+6.30%
2025	+5.39%	+20.86%
2024	-0.15%	+20.85%
2023	N/A	-1.69%
2022	N/A	+4.44%
2021	N/A	+20.51%
2020	N/A	+2.38%
2019	N/A	+12.50%
2018	N/A	+5.68%
2017	N/A	+0.04%
2016	N/A	+23.04%
2015	N/A	-6.87%
2014	N/A	+27.25%
2013	N/A	+15.85%
2012	N/A	+3.99%
2011	N/A	+9.23%
2010	N/A	+9.33%
2009	N/A	+19.04%
2008	N/A	-27.90%
2007	N/A	-3.71%

VSDM vs FXU Drawdown Comparison

The maximum drawdown for VSDM was -1.81%, occurring on Apr 11, 2025. Recovery took 47 trading sessions.

The maximum drawdown for FXU was -49.02%, occurring on Mar 9, 2009. Recovery took 1000 trading sessions.

The current VSDM drawdown is -0.10%. The current FXU drawdown is -6.20%.

Rank	VSDM	FXU
#1	-1.81% Apr 4, 2025 - Jun 12, 2025	-49.02% May 22, 2007 - May 10, 2011
#2	-1.46% Feb 27, 2026 - Jul 2, 2026	-34.81% Feb 18, 2020 - Apr 14, 2021
#3	-0.95% Dec 6, 2024 - Feb 3, 2025	-21.88% Sep 12, 2022 - May 9, 2024
#4	-0.77% Jul 6, 2026 - Jul 23, 2026	-17.01% Jul 7, 2011 - Jul 18, 2012
#5	-0.54% Feb 25, 2025 - Apr 3, 2025	-14.69% Jun 16, 2017 - Aug 9, 2018
#6	-0.47% Sep 16, 2025 - Oct 16, 2025	-14.65% Dec 29, 2014 - Mar 7, 2016
#7	-0.28% Feb 6, 2025 - Feb 20, 2025	-14.50% Apr 20, 2022 - Aug 12, 2022
#8	-0.20% Oct 17, 2025 - Nov 11, 2025	-10.22% Oct 18, 2012 - Mar 15, 2013
#9	-0.13% Dec 19, 2025 - Dec 31, 2025	-9.25% Dec 3, 2018 - Mar 13, 2019
#10	-0.11% Aug 13, 2025 - Aug 22, 2025	-9.03% Nov 26, 2024 - Mar 17, 2025
#11	-0.09% Feb 18, 2026 - Feb 23, 2026	-9.00% Jul 25, 2016 - Feb 17, 2017
#12	-0.07% Jul 29, 2025 - Aug 1, 2025	-8.63% Apr 9, 2026 - Jun 1, 2026
#13	-0.07% Jun 17, 2025 - Jun 23, 2025	-8.57% Apr 2, 2025 - May 2, 2025
#14	-0.07% Jul 11, 2025 - Jul 21, 2025	-7.91% Sep 2, 2021 - Dec 15, 2021
#15	-0.07% Nov 11, 2025 - Nov 25, 2025	-7.88% Jun 30, 2014 - Oct 28, 2014

Correlation

Correlation between VSDM and FXU is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96

-101

Dividend Comparison (2007 - 2026)

VSDM vs FXU dividend yield comparison.

Year	VSDM	FXU
2026	1.81%	0.93%
2025	3.06%	2.29%
2024	0.35%	2.41%
2023	0.00%	2.52%
2022	0.00%	2.03%
2021	0.00%	2.00%
2020	0.00%	3.97%
2019	0.00%	2.34%
2018	0.00%	2.40%
2017	0.00%	3.81%
2016	0.00%	2.62%
2015	0.00%	3.90%
2014	0.00%	2.14%
2013	0.00%	4.14%
2012	0.00%	3.09%
2011	0.00%	1.83%
2010	0.00%	2.68%
2009	0.00%	2.84%
2008	0.00%	0.99%
2007	0.00%	4.36%