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FJP vs. EWJ
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FJP vs. EWJ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in First Trust Japan AlphaDEX Fund (FJP) and iShares MSCI Japan ETF (EWJ). The values are adjusted to include any dividend payments, if applicable.

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FJP vs. EWJ - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FJP
First Trust Japan AlphaDEX Fund
8.24%33.60%5.80%23.00%-12.83%-1.13%3.60%7.72%-18.60%27.63%
EWJ
iShares MSCI Japan ETF
4.58%25.84%7.03%20.29%-17.72%1.16%15.40%19.34%-14.10%24.27%

Returns By Period

In the year-to-date period, FJP achieves a 8.24% return, which is significantly higher than EWJ's 4.58% return. Over the past 10 years, FJP has underperformed EWJ with an annualized return of 7.51%, while EWJ has yielded a comparatively higher 8.78% annualized return.


FJP

1D
2.19%
1M
-11.26%
YTD
8.24%
6M
13.78%
1Y
36.33%
3Y*
20.73%
5Y*
9.22%
10Y*
7.51%

EWJ

1D
3.58%
1M
-8.59%
YTD
4.58%
6M
9.21%
1Y
28.81%
3Y*
16.27%
5Y*
6.62%
10Y*
8.78%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FJP vs. EWJ - Expense Ratio Comparison

FJP has a 0.80% expense ratio, which is higher than EWJ's 0.49% expense ratio.


Return for Risk

FJP vs. EWJ — Risk / Return Rank

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

FJP
FJP Risk / Return Rank: 8383
Overall Rank
FJP Sharpe Ratio Rank: 8484
Sharpe Ratio Rank
FJP Sortino Ratio Rank: 8383
Sortino Ratio Rank
FJP Omega Ratio Rank: 7979
Omega Ratio Rank
FJP Calmar Ratio Rank: 8585
Calmar Ratio Rank
FJP Martin Ratio Rank: 8383
Martin Ratio Rank

EWJ
EWJ Risk / Return Rank: 7777
Overall Rank
EWJ Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
EWJ Sortino Ratio Rank: 7878
Sortino Ratio Rank
EWJ Omega Ratio Rank: 7474
Omega Ratio Rank
EWJ Calmar Ratio Rank: 7979
Calmar Ratio Rank
EWJ Martin Ratio Rank: 7676
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.

FJP vs. EWJ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for First Trust Japan AlphaDEX Fund (FJP) and iShares MSCI Japan ETF (EWJ). 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.


FJPEWJDifference

Sharpe ratio

Return per unit of total volatility

1.64

1.32

+0.32

Sortino ratio

Return per unit of downside risk

2.18

1.92

+0.26

Omega ratio

Gain probability vs. loss probability

1.30

1.26

+0.04

Calmar ratio

Return relative to maximum drawdown

2.51

2.03

+0.48

Martin ratio

Return relative to average drawdown

9.35

7.50

+1.84

FJP vs. EWJ - Sharpe Ratio Comparison

The current FJP Sharpe Ratio is 1.64, which is comparable to the EWJ Sharpe Ratio of 1.32. The chart below compares the historical Sharpe Ratios of FJP and EWJ, 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


FJPEWJDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.64

1.32

+0.32

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.46

0.37

+0.10

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.40

0.51

-0.11

Sharpe Ratio (All Time)

Calculated using the full available price history

0.31

0.10

+0.21

Correlation

The correlation between FJP and EWJ is 0.82, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

FJP vs. EWJ - Dividend Comparison

FJP's dividend yield for the trailing twelve months is around 2.63%, less than EWJ's 4.33% yield.


TTM20252024202320222021202020192018201720162015
FJP
First Trust Japan AlphaDEX Fund
2.63%2.68%3.18%3.49%2.21%2.43%0.99%2.80%1.54%1.29%1.46%0.85%
EWJ
iShares MSCI Japan ETF
4.33%4.52%2.34%2.03%1.23%2.08%1.04%2.03%1.71%1.25%1.95%1.27%

Drawdowns

FJP vs. EWJ - Drawdown Comparison

The maximum FJP drawdown since its inception was -41.51%, smaller than the maximum EWJ drawdown of -60.93%. Use the drawdown chart below to compare losses from any high point for FJP and EWJ.


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Drawdown Indicators


FJPEWJDifference

Max Drawdown

Largest peak-to-trough decline

-41.51%

-60.93%

+19.42%

Max Drawdown (1Y)

Largest decline over 1 year

-14.43%

-13.59%

-0.84%

Max Drawdown (5Y)

Largest decline over 5 years

-31.88%

-33.14%

+1.26%

Max Drawdown (10Y)

Largest decline over 10 years

-41.51%

-33.14%

-8.37%

Current Drawdown

Current decline from peak

-11.29%

-10.14%

-1.15%

Average Drawdown

Average peak-to-trough decline

-11.51%

-21.84%

+10.33%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.88%

3.68%

+0.20%

Volatility

FJP vs. EWJ - Volatility Comparison

First Trust Japan AlphaDEX Fund (FJP) and iShares MSCI Japan ETF (EWJ) have volatilities of 9.09% and 9.41%, 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.


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Volatility by Period


FJPEWJDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.09%

9.41%

-0.32%

Volatility (6M)

Calculated over the trailing 6-month period

14.45%

14.87%

-0.42%

Volatility (1Y)

Calculated over the trailing 1-year period

22.21%

21.87%

+0.34%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.98%

18.10%

+1.88%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.75%

17.31%

+1.44%