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.
Key characteristics
| FCG | PHX | |
|---|---|---|
| YTD Return | 13.04% | 7.59% |
| 1Y Return | 27.89% | 31.85% |
| 3Y Return (Ann) | 28.00% | 10.64% |
| 5Y Return (Ann) | 14.41% | -23.60% |
| 10Y Return (Ann) | -10.78% | -16.20% |
| Sharpe Ratio | 1.19 | 0.97 |
| Daily Std Dev | 22.79% | 36.43% |
| Max Drawdown | -97.20% | -95.48% |
| Current Drawdown | -77.61% | -88.21% |
Correlation
The correlation between FCG and PHX is 0.56, 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
In the year-to-date period, FCG achieves a 13.04% return, which is significantly higher than PHX's 7.59% return. Over the past 10 years, FCG has outperformed PHX with an annualized return of -10.78%, while PHX has yielded a comparatively lower -16.20% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
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 2.34%, less than PHX's 3.06% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCG First Trust Natural Gas ETF | 2.34% | 3.25% | 3.04% | 1.73% | 3.82% | 2.88% | 1.46% | 1.56% | 1.70% | 4.79% | 1.33% | 0.34% |
PHX PHX Minerals Inc. | 3.06% | 3.03% | 1.93% | 1.84% | 3.04% | 1.43% | 1.03% | 0.78% | 0.68% | 0.99% | 0.69% | 0.87% |
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
The current volatility for First Trust Natural Gas ETF (FCG) is 5.68%, while PHX Minerals Inc. (PHX) has a volatility of 10.74%. This indicates that FCG experiences smaller price fluctuations and is considered to be less risky than PHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.