FXD vs. VOO
Compare and contrast key facts about First Trust Consumer Discretionary AlphaDEX Fund (FXD) and Vanguard S&P 500 ETF (VOO).
FXD and VOO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FXD is a passively managed fund by First Trust that tracks the performance of the StrataQuant Consumer Discretionary Index. It was launched on May 8, 2007. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010. Both FXD and VOO are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FXD or VOO.
Correlation
The correlation between FXD and VOO 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.
Performance
FXD vs. VOO - Performance Comparison
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Key characteristics
FXD:
-0.08
VOO:
0.52
FXD:
0.10
VOO:
0.89
FXD:
1.01
VOO:
1.13
FXD:
-0.04
VOO:
0.57
FXD:
-0.14
VOO:
2.18
FXD:
7.87%
VOO:
4.85%
FXD:
23.66%
VOO:
19.11%
FXD:
-65.27%
VOO:
-33.99%
FXD:
-12.98%
VOO:
-7.67%
Returns By Period
In the year-to-date period, FXD achieves a -8.01% return, which is significantly lower than VOO's -3.41% return. Over the past 10 years, FXD has underperformed VOO with an annualized return of 5.95%, while VOO has yielded a comparatively higher 12.42% annualized return.
FXD
-8.01%
11.05%
-8.39%
-1.89%
13.69%
5.95%
VOO
-3.41%
7.59%
-5.06%
9.79%
15.86%
12.42%
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FXD vs. VOO - Expense Ratio Comparison
FXD has a 0.63% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
FXD vs. VOO — Risk-Adjusted Performance Rank
FXD
VOO
FXD vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust Consumer Discretionary AlphaDEX Fund (FXD) and Vanguard S&P 500 ETF (VOO). 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.
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Dividends
FXD vs. VOO - Dividend Comparison
FXD's dividend yield for the trailing twelve months is around 1.04%, less than VOO's 1.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FXD First Trust Consumer Discretionary AlphaDEX Fund | 1.04% | 0.89% | 0.70% | 1.00% | 0.62% | 0.42% | 0.92% | 1.08% | 0.93% | 1.05% | 0.91% | 0.52% |
VOO Vanguard S&P 500 ETF | 1.34% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
FXD vs. VOO - Drawdown Comparison
The maximum FXD drawdown since its inception was -65.27%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FXD and VOO. For additional features, visit the drawdowns tool.
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Volatility
FXD vs. VOO - Volatility Comparison
First Trust Consumer Discretionary AlphaDEX Fund (FXD) has a higher volatility of 7.52% compared to Vanguard S&P 500 ETF (VOO) at 6.83%. This indicates that FXD's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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