FXG vs. XLP
Compare and contrast key facts about First Trust Consumer Staples AlphaDEX Fund (FXG) and Consumer Staples Select Sector SPDR Fund (XLP).
FXG and XLP 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. XLP is a passively managed fund by State Street that tracks the performance of the Consumer Staples Select Sector Index. It was launched on Dec 16, 1998. Both FXG and XLP 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 XLP.
Correlation
The correlation between FXG and XLP 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. XLP - Performance Comparison
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Key characteristics
FXG:
3.74%
XLP:
4.82%
FXG:
-0.76%
XLP:
-0.71%
FXG:
-0.76%
XLP:
-0.71%
Returns By Period
FXG
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XLP
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FXG vs. XLP - Expense Ratio Comparison
FXG has a 0.63% expense ratio, which is higher than XLP's 0.13% expense ratio.
Risk-Adjusted Performance
FXG vs. XLP — Risk-Adjusted Performance Rank
FXG
XLP
FXG vs. XLP - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust Consumer Staples AlphaDEX Fund (FXG) and Consumer Staples Select Sector SPDR Fund (XLP). 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. XLP - Dividend Comparison
FXG's dividend yield for the trailing twelve months is around 1.96%, less than XLP's 2.52% 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% |
XLP Consumer Staples Select Sector SPDR Fund | 2.52% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FXG vs. XLP - Drawdown Comparison
The maximum FXG drawdown since its inception was -0.76%, which is greater than XLP's maximum drawdown of -0.71%. Use the drawdown chart below to compare losses from any high point for FXG and XLP. For additional features, visit the drawdowns tool.
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Volatility
FXG vs. XLP - Volatility Comparison
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