FCA vs. SPY
Compare and contrast key facts about First Trust China AlphaDEX Fund (FCA) and SPDR S&P 500 ETF (SPY).
FCA and SPY 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. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993. Both FCA and SPY 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 SPY.
Correlation
The correlation between FCA and SPY is 0.36, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
FCA vs. SPY - Performance Comparison
Key characteristics
FCA:
0.85
SPY:
1.88
FCA:
1.32
SPY:
2.53
FCA:
1.18
SPY:
1.35
FCA:
0.67
SPY:
2.83
FCA:
2.23
SPY:
11.74
FCA:
11.84%
SPY:
2.02%
FCA:
31.12%
SPY:
12.64%
FCA:
-45.55%
SPY:
-55.19%
FCA:
-23.29%
SPY:
-0.42%
Returns By Period
In the year-to-date period, FCA achieves a 5.64% return, which is significantly higher than SPY's 4.15% return. Over the past 10 years, FCA has underperformed SPY with an annualized return of 3.64%, while SPY has yielded a comparatively higher 13.18% annualized return.
FCA
5.64%
7.46%
16.49%
18.81%
1.09%
3.64%
SPY
4.15%
1.22%
10.44%
24.34%
14.62%
13.18%
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FCA vs. SPY - Expense Ratio Comparison
FCA has a 0.80% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
FCA vs. SPY — Risk-Adjusted Performance Rank
FCA
SPY
FCA vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust China AlphaDEX Fund (FCA) and SPDR S&P 500 ETF (SPY). 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. SPY - Dividend Comparison
FCA's dividend yield for the trailing twelve months is around 4.90%, more than SPY's 1.16% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCA First Trust China AlphaDEX Fund | 4.90% | 5.17% | 5.71% | 6.00% | 4.91% | 4.12% | 3.73% | 3.10% | 2.30% | 2.51% | 4.13% | 2.47% |
SPY SPDR S&P 500 ETF | 1.16% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
FCA vs. SPY - Drawdown Comparison
The maximum FCA drawdown since its inception was -45.55%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for FCA and SPY. For additional features, visit the drawdowns tool.
Volatility
FCA vs. SPY - Volatility Comparison
First Trust China AlphaDEX Fund (FCA) has a higher volatility of 5.30% compared to SPDR S&P 500 ETF (SPY) at 2.93%. This indicates that FCA's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.