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FEM vs. VNAM
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FEM vs. VNAM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in First Trust Emerging Markets AlphaDEX Fund (FEM) and Global X MSCI Vietnam ETF (VNAM). The values are adjusted to include any dividend payments, if applicable.

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FEM vs. VNAM - Yearly Performance Comparison


2026 (YTD)20252024202320222021
FEM
First Trust Emerging Markets AlphaDEX Fund
9.64%28.36%3.01%10.84%-14.24%0.27%
VNAM
Global X MSCI Vietnam ETF
-9.22%67.05%-7.78%12.95%-44.16%2.41%

Returns By Period

In the year-to-date period, FEM achieves a 9.64% return, which is significantly higher than VNAM's -9.22% return.


FEM

1D
1.40%
1M
-4.37%
YTD
9.64%
6M
11.51%
1Y
35.39%
3Y*
16.74%
5Y*
6.92%
10Y*
8.47%

VNAM

1D
2.95%
1M
-10.96%
YTD
-9.22%
6M
0.68%
1Y
43.31%
3Y*
14.34%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FEM vs. VNAM - Expense Ratio Comparison

FEM has a 0.80% expense ratio, which is higher than VNAM's 0.51% expense ratio.


Return for Risk

FEM vs. VNAM — Risk / Return Rank

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

FEM
FEM Risk / Return Rank: 8888
Overall Rank
FEM Sharpe Ratio Rank: 8888
Sharpe Ratio Rank
FEM Sortino Ratio Rank: 8787
Sortino Ratio Rank
FEM Omega Ratio Rank: 8888
Omega Ratio Rank
FEM Calmar Ratio Rank: 8787
Calmar Ratio Rank
FEM Martin Ratio Rank: 9292
Martin Ratio Rank

VNAM
VNAM Risk / Return Rank: 7474
Overall Rank
VNAM Sharpe Ratio Rank: 7474
Sharpe Ratio Rank
VNAM Sortino Ratio Rank: 7373
Sortino Ratio Rank
VNAM Omega Ratio Rank: 7272
Omega Ratio Rank
VNAM Calmar Ratio Rank: 7979
Calmar Ratio Rank
VNAM Martin Ratio Rank: 7272
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.

FEM vs. VNAM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for First Trust Emerging Markets AlphaDEX Fund (FEM) and Global X MSCI Vietnam ETF (VNAM). 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.


FEMVNAMDifference

Sharpe ratio

Return per unit of total volatility

1.85

1.34

+0.51

Sortino ratio

Return per unit of downside risk

2.34

1.84

+0.50

Omega ratio

Gain probability vs. loss probability

1.36

1.27

+0.09

Calmar ratio

Return relative to maximum drawdown

2.66

2.21

+0.45

Martin ratio

Return relative to average drawdown

12.54

7.56

+4.98

FEM vs. VNAM - Sharpe Ratio Comparison

The current FEM Sharpe Ratio is 1.85, which is higher than the VNAM Sharpe Ratio of 1.34. The chart below compares the historical Sharpe Ratios of FEM and VNAM, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


FEMVNAMDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.85

1.34

+0.51

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.38

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.41

Sharpe Ratio (All Time)

Calculated using the full available price history

0.16

-0.09

+0.25

Correlation

The correlation between FEM and VNAM is 0.23, 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.


Dividends

FEM vs. VNAM - Dividend Comparison

FEM's dividend yield for the trailing twelve months is around 2.84%, more than VNAM's 0.55% yield.


TTM20252024202320222021202020192018201720162015
FEM
First Trust Emerging Markets AlphaDEX Fund
2.84%3.13%3.66%4.96%6.15%4.15%2.68%3.31%3.52%2.45%2.25%3.61%
VNAM
Global X MSCI Vietnam ETF
0.55%0.50%1.00%0.49%1.04%0.13%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

FEM vs. VNAM - Drawdown Comparison

The maximum FEM drawdown since its inception was -46.23%, smaller than the maximum VNAM drawdown of -52.84%. Use the drawdown chart below to compare losses from any high point for FEM and VNAM.


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Drawdown Indicators


FEMVNAMDifference

Max Drawdown

Largest peak-to-trough decline

-46.23%

-52.84%

+6.61%

Max Drawdown (1Y)

Largest decline over 1 year

-13.19%

-20.11%

+6.92%

Max Drawdown (5Y)

Largest decline over 5 years

-31.72%

Max Drawdown (10Y)

Largest decline over 10 years

-46.23%

Current Drawdown

Current decline from peak

-5.40%

-14.29%

+8.89%

Average Drawdown

Average peak-to-trough decline

-15.20%

-31.58%

+16.38%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.79%

5.87%

-3.08%

Volatility

FEM vs. VNAM - Volatility Comparison

The current volatility for First Trust Emerging Markets AlphaDEX Fund (FEM) is 8.51%, while Global X MSCI Vietnam ETF (VNAM) has a volatility of 10.30%. This indicates that FEM experiences smaller price fluctuations and is considered to be less risky than VNAM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FEMVNAMDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.51%

10.30%

-1.79%

Volatility (6M)

Calculated over the trailing 6-month period

13.64%

20.30%

-6.66%

Volatility (1Y)

Calculated over the trailing 1-year period

19.24%

32.59%

-13.35%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.21%

25.52%

-7.31%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.95%

25.52%

-4.57%