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FDT vs. FRDM
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

FDT vs. FRDM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in First Trust Developed Markets ex-US AlphaDEX Fund (FDT) and Freedom 100 Emerging Markets ETF (FRDM). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, FDT achieves a 23.23% return, which is significantly lower than FRDM's 40.13% return.


FDT

1D
0.21%
1M
0.87%
YTD
23.23%
6M
24.33%
1Y
50.01%
3Y*
27.84%
5Y*
12.16%
10Y*
11.17%

FRDM

1D
0.49%
1M
9.04%
YTD
40.13%
6M
46.37%
1Y
87.32%
3Y*
34.29%
5Y*
18.68%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

FDT vs. FRDM - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
FDT
First Trust Developed Markets ex-US AlphaDEX Fund
23.23%52.21%6.97%15.03%-19.51%11.43%4.29%9.29%
FRDM
Freedom 100 Emerging Markets ETF
40.13%61.27%1.70%22.77%-14.45%6.13%16.90%12.23%

Correlation

The correlation between FDT and FRDM is 0.83, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.83

Correlation (3Y)
Calculated over the trailing 3-year period

0.75

Correlation (5Y)
Calculated over the trailing 5-year period

0.78

Correlation (All Time)
Calculated using the full available price history since May 23, 2019

0.79

The correlation between FDT and FRDM has been stable across timeframes, ranging from 0.75 to 0.83 - a consistent structural relationship.

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Return for Risk

FDT vs. FRDM — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FDT
FDT Risk / Return Rank: 8484
Overall Rank
FDT Sharpe Ratio Rank: 8888
Sharpe Ratio Rank
FDT Sortino Ratio Rank: 8484
Sortino Ratio Rank
FDT Omega Ratio Rank: 8686
Omega Ratio Rank
FDT Calmar Ratio Rank: 8080
Calmar Ratio Rank
FDT Martin Ratio Rank: 8282
Martin Ratio Rank

FRDM
FRDM Risk / Return Rank: 9292
Overall Rank
FRDM Sharpe Ratio Rank: 9494
Sharpe Ratio Rank
FRDM Sortino Ratio Rank: 9090
Sortino Ratio Rank
FRDM Omega Ratio Rank: 9292
Omega Ratio Rank
FRDM Calmar Ratio Rank: 9191
Calmar Ratio Rank
FRDM Martin Ratio Rank: 9191
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FDT vs. FRDM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for First Trust Developed Markets ex-US AlphaDEX Fund (FDT) and Freedom 100 Emerging Markets ETF (FRDM). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


FDTFRDMDifference
Sharpe ratioReturn per unit of total volatility

-0.61

Sortino ratioReturn per unit of downside risk

-0.40

Omega ratioGain probability vs. loss probability

1.46

1.54

-0.08

Calmar ratioReturn relative to maximum drawdown

3.70

5.02

-1.32

Martin ratioReturn relative to average drawdown

14.01

19.36

-5.35

FDT vs. FRDM - Sharpe Ratio Comparison

The current FDT Sharpe Ratio is 2.54, which is comparable to the FRDM Sharpe Ratio of 3.15. The chart below compares the historical Sharpe Ratios of FDT and FRDM, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

FDT vs. FRDM - Drawdown Comparison

The maximum FDT drawdown since its inception was -46.10%, which is greater than FRDM's maximum drawdown of -40.49%. Use the drawdown chart below to compare losses from any high point for FDT and FRDM.


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Drawdown Indicators


FDTFRDMDifference

Max Drawdown

Largest peak-to-trough decline

-46.10%

-40.49%

-5.61%

Max Drawdown (1Y)

Largest decline over 1 year

-13.41%

-16.87%

+3.46%

Max Drawdown (3Y)

Largest decline over 3 years

-14.29%

-16.87%

+2.58%

Max Drawdown (5Y)

Largest decline over 5 years

-32.80%

-29.25%

-3.55%

Max Drawdown (10Y)

Largest decline over 10 years

-46.10%

Current Drawdown

Current decline from peak

-3.37%

-4.36%

+0.99%

Average Drawdown

Average peak-to-trough decline

-10.76%

-7.09%

-3.67%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.54%

4.37%

-0.83%

Volatility

FDT vs. FRDM - Volatility Comparison

The current volatility for First Trust Developed Markets ex-US AlphaDEX Fund (FDT) is 8.93%, while Freedom 100 Emerging Markets ETF (FRDM) has a volatility of 14.27%. This indicates that FDT experiences smaller price fluctuations and is considered to be less risky than FRDM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FDTFRDMDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.93%

14.27%

-5.34%

Volatility (6M)

Calculated over the trailing 6-month period

17.27%

24.39%

-7.12%

Volatility (1Y)

Calculated over the trailing 1-year period

19.59%

26.86%

-7.27%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.46%

21.35%

-2.89%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.62%

23.09%

-4.47%

FDT vs. FRDM - Expense Ratio Comparison

FDT has a 0.80% expense ratio, which is higher than FRDM's 0.49% expense ratio.


Dividends

FDT vs. FRDM - Dividend Comparison

FDT's dividend yield for the trailing twelve months is around 2.89%, more than FRDM's 1.56% yield.


PositionTTM20252024202320222021202020192018201720162015
FDT
First Trust Developed Markets ex-US AlphaDEX Fund
2.89%3.27%3.89%4.36%2.29%3.80%2.42%2.78%2.13%1.57%1.76%1.83%
FRDM
Freedom 100 Emerging Markets ETF
1.56%2.26%2.53%2.66%2.72%2.17%1.11%1.07%0.00%0.00%0.00%0.00%

Frequently Asked Questions


FDT and FRDM have a correlation of 0.83, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

FRDM has higher volatility (14.27%) compared to FDT (8.93%). In terms of maximum drawdown, FDT dropped -46.10% vs FRDM's -40.49%.

On 5-year performance, FRDM leads with 18.68% vs 12.16% for FDT. On fees, FRDM is cheaper at 0.49% per year. On volatility, FDT has been the lower-risk option at 8.93%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, FRDM has performed better with a 18.68% return vs 12.16%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

FRDM is cheaper with a 0.49% expense ratio, compared with 0.80% for FDT.

FDT has the higher dividend yield at 2.89%, compared with 1.56% for FRDM.

FDT is categorized as Foreign Large Cap Equities, while FRDM is Emerging Markets Diversified. FDT tracks NASDAQ AlphaDEX DM Ex-US Index, while FRDM tracks Life + Liberty Freedom 100 Emerging Markets Index. They also come from different issuers: First Trust and Freedom Funds. Their fees differ too: 0.80% for FDT and 0.49% for FRDM.

FRDM currently has the higher Sharpe Ratio (3.15 vs 2.54), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for FDT and FRDM

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