ZTRE vs FSZ
Comparison between F/M 3-YEAR INVESTMENT GRADE CORPORATE BOND ETF (ZTRE, ETF) and FIRST TRUST SWITZERLAND ALPHADEX FUND (FSZ, ETF).
ZTRE vs FSZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ZTRE
$41M
Winner
FSZ
$41M
Expense Ratio
Winner
ZTRE
0.15%
FSZ
0.80%
Max Drawdown
Winner
ZTRE
1.94%
FSZ
36.39%
Sharpe Ratio
ZTRE
0.06
Winner
FSZ
0.38
5Y Beta
Winner
ZTRE
0.03
FSZ
0.49
5Y Dividends CAGR
ZTRE
N/A
FSZ
16.58%
ZTRE vs FSZ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
ZTRE
-0.06%
FSZ
-0.15%
3M
Winner
ZTRE
-0.16%
FSZ
-1.54%
6M
ZTRE
+0.81%
Winner
FSZ
+5.21%
1Y
ZTRE
+3.95%
Winner
FSZ
+8.60%
5Y(CAGR)
ZTRE
N/A
FSZ
+5.79%
10Y(CAGR)
ZTRE
N/A
FSZ
+9.29%
Max(CAGR)
ZTRE
+4.94%
Winner
FSZ
+9.21%
ZTRE vs FSZ - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | ZTRE | FSZ |
|---|---|---|
| 2026 | +0.26% | +0.78% |
| 2025 | +6.60% | +29.85% |
| 2024 | +0.37% | -0.55% |
| 2023 | N/A | +20.56% |
| 2022 | N/A | -20.20% |
| 2021 | N/A | +17.95% |
| 2020 | N/A | +12.67% |
| 2019 | N/A | +26.85% |
| 2018 | N/A | -15.49% |
| 2017 | N/A | +31.37% |
| 2016 | N/A | +5.61% |
| 2015 | N/A | +7.14% |
| 2014 | N/A | -4.00% |
| 2013 | N/A | +28.37% |
| 2012 | N/A | +8.63% |
ZTRE vs FSZ Drawdown Comparison
The maximum drawdown for ZTRE was -1.45%, occurring on Mar 26, 2026. This drawdown has not yet recovered.
The maximum drawdown for FSZ was -34.03%, occurring on Oct 12, 2022. Recovery took 646 trading sessions.
The current ZTRE drawdown is -0.54%. The current FSZ drawdown is -5.65%.
| Rank | ZTRE | FSZ |
|---|---|---|
| #1 | -1.45% Feb 23, 2026 - Mar 26, 2026 | -34.03% Dec 29, 2021 - Jul 26, 2024 |
| #2 | -1.16% Apr 3, 2025 - Apr 25, 2025 | -33.97% Jan 22, 2020 - Sep 2, 2020 |
| #3 | -0.52% Apr 30, 2025 - May 27, 2025 | -24.00% Jan 26, 2018 - Jan 2, 2020 |
| #4 | -0.40% Oct 28, 2025 - Nov 21, 2025 | -19.03% May 2, 2014 - Feb 1, 2017 |
| #5 | -0.39% Jun 4, 2025 - Jun 12, 2025 | -17.37% Mar 19, 2012 - Sep 14, 2012 |
| #6 | -0.37% Dec 30, 2024 - Jan 15, 2025 | -13.93% Sep 27, 2024 - Apr 28, 2025 |
| #7 | -0.36% Mar 4, 2025 - Mar 19, 2025 | -10.39% Feb 25, 2026 - Mar 20, 2026 |
| #8 | -0.35% Jun 30, 2025 - Jul 21, 2025 | -8.29% Oct 12, 2020 - Nov 6, 2020 |
| #9 | -0.34% Sep 16, 2025 - Oct 1, 2025 | -7.65% May 8, 2013 - Jul 15, 2013 |
| #10 | -0.32% Feb 5, 2025 - Feb 14, 2025 | -7.63% Sep 2, 2021 - Nov 3, 2021 |
| #11 | -0.27% Nov 26, 2025 - Dec 16, 2025 | -7.43% Oct 17, 2012 - Dec 6, 2012 |
| #12 | -0.19% Mar 21, 2025 - Mar 28, 2025 | -7.18% Jul 23, 2025 - Dec 24, 2025 |
| #13 | -0.19% Aug 13, 2025 - Aug 22, 2025 | -5.65% Feb 16, 2021 - Apr 5, 2021 |
| #14 | -0.18% Jul 22, 2025 - Aug 1, 2025 | -5.29% Mar 15, 2013 - Apr 30, 2013 |
| #15 | -0.16% Oct 2, 2025 - Oct 13, 2025 | -5.02% Nov 15, 2021 - Dec 29, 2021 |
Correlation
Correlation between ZTRE and FSZ is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2012 - 2026)
ZTRE vs FSZ dividend yield comparison.
| Year | ZTRE | FSZ |
|---|---|---|
| 2026 | 1.76% | 0.67% |
| 2025 | 4.37% | 1.80% |
| 2024 | 0.39% | 1.80% |
| 2023 | 0.00% | 2.11% |
| 2022 | 0.00% | 3.50% |
| 2021 | 0.00% | 1.62% |
| 2020 | 0.00% | 1.53% |
| 2019 | 0.00% | 2.01% |
| 2018 | 0.00% | 2.29% |
| 2017 | 0.00% | 1.49% |
| 2016 | 0.00% | 1.93% |
| 2015 | 0.00% | 1.08% |
| 2014 | 0.00% | 1.89% |
| 2013 | 0.00% | 1.91% |
| 2012 | 0.00% | 2.07% |
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