YEAR vs FEX
Comparison between AB ULTRA SHORT INCOME ETF (YEAR, ETF) and First Trust Large Cap Core AlphaDEX Fund (FEX, ETF).
YEAR vs FEX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
YEAR
$1.50B
FEX
$1.50B
Expense Ratio
Winner
YEAR
0.25%
FEX
0.57%
Max Drawdown
Winner
YEAR
1.34%
FEX
59.67%
Sharpe Ratio
YEAR
-0.02
Winner
FEX
1.69
5Y Beta
Winner
YEAR
0.00
FEX
0.86
P/E Ratio
YEAR
N/A
FEX
20.73
Forward P/E
YEAR
N/A
FEX
16.62
PEG Ratio
YEAR
N/A
FEX
0.17
5Y Dividends CAGR
YEAR
N/A
FEX
10.45%
5Y EPS CAGR
YEAR
N/A
FEX
15.16%
Debt to Equity
YEAR
N/A
FEX
57.37%
P/S Ratio
YEAR
N/A
FEX
1.92
P/B Ratio
YEAR
N/A
FEX
2.92
YEAR vs FEX - Historical Returns
Returns include dividend reinvestment.
1M
YEAR
+0.14%
Winner
FEX
+2.46%
3M
YEAR
+0.54%
Winner
FEX
+7.42%
6M
YEAR
+1.41%
Winner
FEX
+13.27%
1Y
YEAR
+3.73%
Winner
FEX
+27.61%
5Y(CAGR)
YEAR
N/A
FEX
+10.71%
10Y(CAGR)
YEAR
N/A
FEX
+12.87%
Max(CAGR)
YEAR
+4.88%
Winner
FEX
+9.56%
YEAR vs FEX - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | YEAR | FEX |
|---|---|---|
| 2026 | +1.07% | +11.85% |
| 2025 | +4.65% | +14.88% |
| 2024 | +5.45% | +17.28% |
| 2023 | +5.87% | +14.99% |
| 2022 | +1.10% | -11.35% |
| 2021 | N/A | +28.75% |
| 2020 | N/A | +13.71% |
| 2019 | N/A | +26.87% |
| 2018 | N/A | -10.52% |
| 2017 | N/A | +20.59% |
| 2016 | N/A | +15.75% |
| 2015 | N/A | -3.92% |
| 2014 | N/A | +13.46% |
| 2013 | N/A | +32.85% |
| 2012 | N/A | +13.91% |
| 2011 | N/A | -1.50% |
| 2010 | N/A | +18.94% |
| 2009 | N/A | +32.21% |
| 2008 | N/A | -37.71% |
| 2007 | N/A | -5.39% |
YEAR vs FEX Drawdown Comparison
The maximum drawdown for YEAR was -0.61%, occurring on Oct 20, 2022. Recovery took 41 trading sessions.
The maximum drawdown for FEX was -58.81%, occurring on Mar 6, 2009. Recovery took 908 trading sessions.
The current YEAR drawdown is -0.11%. The current FEX drawdown is -2.24%.
| Rank | YEAR | FEX |
|---|---|---|
| #1 | -0.61% Sep 14, 2022 - Nov 10, 2022 | -58.81% Jul 13, 2007 - Feb 17, 2011 |
| #2 | -0.55% Mar 13, 2023 - Apr 5, 2023 | -39.51% Feb 19, 2020 - Oct 12, 2020 |
| #3 | -0.43% Jan 31, 2024 - Mar 7, 2024 | -21.98% Sep 20, 2018 - Jul 12, 2019 |
| #4 | -0.42% May 6, 2024 - Jun 3, 2024 | -21.97% Apr 29, 2011 - Mar 13, 2012 |
| #5 | -0.30% Apr 3, 2025 - Apr 22, 2025 | -21.27% Nov 16, 2021 - Dec 14, 2023 |
| #6 | -0.28% May 4, 2023 - May 16, 2023 | -19.58% Nov 29, 2024 - Jul 22, 2025 |
| #7 | -0.26% Sep 19, 2024 - Nov 4, 2024 | -18.22% May 21, 2015 - Jul 22, 2016 |
| #8 | -0.24% Apr 4, 2024 - Apr 29, 2024 | -12.31% Mar 26, 2012 - Sep 13, 2012 |
| #9 | -0.23% Feb 27, 2026 - Apr 2, 2026 | -9.96% Jan 26, 2018 - Aug 27, 2018 |
| #10 | -0.22% Dec 6, 2023 - Dec 14, 2023 | -9.11% Sep 5, 2014 - Nov 11, 2014 |
| #11 | -0.18% Aug 10, 2023 - Aug 29, 2023 | -7.50% Jul 24, 2019 - Nov 7, 2019 |
| #12 | -0.18% Jun 18, 2024 - Jun 21, 2024 | -6.89% Sep 14, 2012 - Dec 18, 2012 |
| #13 | -0.18% Apr 30, 2025 - May 23, 2025 | -6.59% Jul 16, 2024 - Aug 23, 2024 |
| #14 | -0.17% Mar 3, 2023 - Mar 10, 2023 | -6.23% Feb 20, 2026 - Apr 13, 2026 |
| #15 | -0.16% Sep 28, 2023 - Oct 6, 2023 | -6.19% Dec 31, 2013 - Feb 20, 2014 |
Correlation
Correlation between YEAR and FEX is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2007 - 2026)
YEAR vs FEX dividend yield comparison.
| Year | YEAR | FEX |
|---|---|---|
| 2026 | 1.64% | 0.22% |
| 2025 | 4.33% | 1.10% |
| 2024 | 5.16% | 1.18% |
| 2023 | 5.00% | 1.38% |
| 2022 | 1.19% | 1.61% |
| 2021 | 0.00% | 0.80% |
| 2020 | 0.00% | 1.21% |
| 2019 | 0.00% | 1.32% |
| 2018 | 0.00% | 1.34% |
| 2017 | 0.00% | 1.07% |
| 2016 | 0.00% | 1.29% |
| 2015 | 0.00% | 1.33% |
| 2014 | 0.00% | 1.30% |
| 2013 | 0.00% | 1.02% |
| 2012 | 0.00% | 2.36% |
| 2011 | 0.00% | 1.09% |
| 2010 | 0.00% | 0.89% |
| 2009 | 0.00% | 0.89% |
| 2008 | 0.00% | 1.70% |
| 2007 | 0.00% | 0.58% |
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