FCA vs. CNYA
Compare and contrast key facts about First Trust China AlphaDEX Fund (FCA) and iShares MSCI China A ETF (CNYA).
FCA and CNYA are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FCA is a passively managed fund by First Trust that tracks the performance of the NASDAQ AlphaDEX China Index. It was launched on Apr 18, 2011. CNYA is a passively managed fund by iShares that tracks the performance of the MSCI China A Inclusion Index. It was launched on Jun 13, 2016. Both FCA and CNYA are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FCA or CNYA.
Correlation
The correlation between FCA and CNYA is 0.60, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FCA vs. CNYA - Performance Comparison
Key characteristics
FCA:
0.48
CNYA:
0.51
FCA:
0.88
CNYA:
0.95
FCA:
1.11
CNYA:
1.15
FCA:
0.36
CNYA:
0.34
FCA:
1.40
CNYA:
1.26
FCA:
10.96%
CNYA:
13.36%
FCA:
31.93%
CNYA:
33.17%
FCA:
-45.55%
CNYA:
-49.48%
FCA:
-28.61%
CNYA:
-38.22%
Returns By Period
In the year-to-date period, FCA achieves a -1.70% return, which is significantly lower than CNYA's -1.36% return.
FCA
-1.70%
-0.81%
7.89%
23.52%
-0.31%
2.58%
CNYA
-1.36%
-2.72%
11.86%
18.57%
0.46%
N/A
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FCA vs. CNYA - Expense Ratio Comparison
FCA has a 0.80% expense ratio, which is higher than CNYA's 0.60% expense ratio.
Risk-Adjusted Performance
FCA vs. CNYA — Risk-Adjusted Performance Rank
FCA
CNYA
FCA vs. CNYA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust China AlphaDEX Fund (FCA) and iShares MSCI China A ETF (CNYA). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
FCA vs. CNYA - Dividend Comparison
FCA's dividend yield for the trailing twelve months is around 5.26%, more than CNYA's 2.55% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCA First Trust China AlphaDEX Fund | 5.26% | 5.17% | 5.71% | 6.00% | 4.91% | 4.12% | 3.73% | 3.10% | 2.30% | 2.51% | 4.13% | 2.47% |
CNYA iShares MSCI China A ETF | 2.55% | 2.51% | 4.23% | 2.69% | 1.11% | 1.05% | 1.21% | 3.92% | 0.98% | 1.38% | 0.00% | 0.00% |
Drawdowns
FCA vs. CNYA - Drawdown Comparison
The maximum FCA drawdown since its inception was -45.55%, smaller than the maximum CNYA drawdown of -49.48%. Use the drawdown chart below to compare losses from any high point for FCA and CNYA. For additional features, visit the drawdowns tool.
Volatility
FCA vs. CNYA - Volatility Comparison
The current volatility for First Trust China AlphaDEX Fund (FCA) is 5.47%, while iShares MSCI China A ETF (CNYA) has a volatility of 5.94%. This indicates that FCA experiences smaller price fluctuations and is considered to be less risky than CNYA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.