FEM vs. RFEM
Compare and contrast key facts about First Trust Emerging Markets AlphaDEX Fund (FEM) and First Trust RiverFront Dynamic Emerging Markets ETF (RFEM).
FEM and RFEM are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FEM is a passively managed fund by First Trust that tracks the performance of the NASDAQ AlphaDEX EM Index. It was launched on Apr 18, 2011. RFEM is an actively managed fund by First Trust. It was launched on Jun 14, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FEM or RFEM.
Correlation
The correlation between FEM and RFEM 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
FEM vs. RFEM - Performance Comparison
Key characteristics
FEM:
-0.10
RFEM:
0.43
FEM:
0.05
RFEM:
0.79
FEM:
1.01
RFEM:
1.10
FEM:
-0.07
RFEM:
0.55
FEM:
-0.16
RFEM:
1.58
FEM:
7.81%
RFEM:
5.55%
FEM:
19.95%
RFEM:
18.70%
FEM:
-46.24%
RFEM:
-42.22%
FEM:
-5.27%
RFEM:
-3.56%
Returns By Period
In the year-to-date period, FEM achieves a 5.77% return, which is significantly higher than RFEM's 4.69% return.
FEM
5.77%
9.51%
2.52%
-2.03%
8.20%
2.94%
RFEM
4.69%
7.57%
2.99%
7.95%
9.26%
N/A
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FEM vs. RFEM - Expense Ratio Comparison
FEM has a 0.80% expense ratio, which is lower than RFEM's 0.95% expense ratio.
Risk-Adjusted Performance
FEM vs. RFEM — Risk-Adjusted Performance Rank
FEM
RFEM
FEM vs. RFEM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust Emerging Markets AlphaDEX Fund (FEM) and First Trust RiverFront Dynamic Emerging Markets ETF (RFEM). 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
FEM vs. RFEM - Dividend Comparison
FEM's dividend yield for the trailing twelve months is around 3.22%, less than RFEM's 3.47% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FEM First Trust Emerging Markets AlphaDEX Fund | 3.22% | 3.66% | 4.97% | 6.16% | 4.15% | 2.68% | 3.30% | 3.52% | 2.45% | 2.26% | 3.62% | 2.85% |
RFEM First Trust RiverFront Dynamic Emerging Markets ETF | 3.47% | 3.64% | 3.28% | 7.74% | 3.21% | 1.22% | 3.75% | 2.37% | 1.62% | 3.73% | 0.00% | 0.00% |
Drawdowns
FEM vs. RFEM - Drawdown Comparison
The maximum FEM drawdown since its inception was -46.24%, which is greater than RFEM's maximum drawdown of -42.22%. Use the drawdown chart below to compare losses from any high point for FEM and RFEM. For additional features, visit the drawdowns tool.
Volatility
FEM vs. RFEM - Volatility Comparison
First Trust Emerging Markets AlphaDEX Fund (FEM) and First Trust RiverFront Dynamic Emerging Markets ETF (RFEM) have volatilities of 5.05% and 5.27%, 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.