FCG vs. PHX
Compare and contrast key facts about First Trust Natural Gas ETF (FCG) and PHX Minerals Inc. (PHX).
FCG is a passively managed fund by First Trust that tracks the performance of the ISE-Revere Natural Gas Index. It was launched on May 8, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FCG or PHX.
Correlation
The correlation between FCG and PHX is 0.55, 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
FCG vs. PHX - Performance Comparison
Key characteristics
FCG:
0.33
PHX:
1.63
FCG:
0.59
PHX:
2.46
FCG:
1.07
PHX:
1.30
FCG:
0.09
PHX:
0.52
FCG:
0.84
PHX:
9.86
FCG:
8.85%
PHX:
4.70%
FCG:
22.15%
PHX:
28.33%
FCG:
-97.20%
PHX:
-95.48%
FCG:
-79.00%
PHX:
-85.32%
Returns By Period
In the year-to-date period, FCG achieves a 1.75% return, which is significantly lower than PHX's 3.50% return. Over the past 10 years, FCG has outperformed PHX with an annualized return of -5.81%, while PHX has yielded a comparatively lower -13.60% annualized return.
FCG
1.75%
-5.33%
0.33%
4.68%
27.55%
-5.81%
PHX
3.50%
2.73%
23.46%
41.06%
-4.87%
-13.60%
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Risk-Adjusted Performance
FCG vs. PHX — Risk-Adjusted Performance Rank
FCG
PHX
FCG vs. PHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust Natural Gas ETF (FCG) and PHX Minerals Inc. (PHX). 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
FCG vs. PHX - Dividend Comparison
FCG's dividend yield for the trailing twelve months is around 2.71%, less than PHX's 3.38% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCG First Trust Natural Gas ETF | 2.71% | 2.76% | 3.25% | 3.04% | 1.73% | 3.83% | 2.88% | 1.46% | 1.56% | 1.69% | 4.82% | 1.34% |
PHX PHX Minerals Inc. | 3.38% | 3.50% | 3.03% | 1.93% | 1.84% | 3.04% | 1.43% | 1.03% | 0.78% | 0.68% | 0.99% | 0.69% |
Drawdowns
FCG vs. PHX - Drawdown Comparison
The maximum FCG drawdown since its inception was -97.20%, roughly equal to the maximum PHX drawdown of -95.48%. Use the drawdown chart below to compare losses from any high point for FCG and PHX. For additional features, visit the drawdowns tool.
Volatility
FCG vs. PHX - Volatility Comparison
First Trust Natural Gas ETF (FCG) and PHX Minerals Inc. (PHX) have volatilities of 8.07% and 8.37%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.