FXG vs. SPY
Compare and contrast key facts about First Trust Consumer Staples AlphaDEX Fund (FXG) and SPDR S&P 500 ETF (SPY).
FXG and SPY are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FXG is a passively managed fund by First Trust that tracks the performance of the StrataQuant Consumer Staples Index. It was launched on May 8, 2007. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993. Both FXG and SPY 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: FXG or SPY.
Correlation
The correlation between FXG and SPY is -0.40. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
FXG vs. SPY - Performance Comparison
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Key characteristics
FXG:
3.74%
SPY:
20.02%
FXG:
-0.76%
SPY:
-55.19%
FXG:
-0.76%
SPY:
-7.65%
Returns By Period
FXG
N/A
N/A
N/A
N/A
N/A
N/A
SPY
-3.42%
5.69%
-5.06%
9.73%
16.26%
12.24%
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FXG vs. SPY - Expense Ratio Comparison
FXG has a 0.63% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
FXG vs. SPY — Risk-Adjusted Performance Rank
FXG
SPY
FXG vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust Consumer Staples AlphaDEX Fund (FXG) and SPDR S&P 500 ETF (SPY). 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
FXG vs. SPY - Dividend Comparison
FXG's dividend yield for the trailing twelve months is around 1.96%, more than SPY's 1.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FXG First Trust Consumer Staples AlphaDEX Fund | 1.96% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.27% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
FXG vs. SPY - Drawdown Comparison
The maximum FXG drawdown since its inception was -0.76%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for FXG and SPY. For additional features, visit the drawdowns tool.
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Volatility
FXG vs. SPY - Volatility Comparison
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