FXN vs. OIH
Compare and contrast key facts about First Trust Energy AlphaDEX Fund (FXN) and VanEck Vectors Oil Services ETF (OIH).
FXN and OIH are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FXN is a passively managed fund by First Trust that tracks the performance of the StrataQuant Energy Index. It was launched on May 8, 2007. OIH is a passively managed fund by VanEck that tracks the performance of the MVIS US Listed Oil Services 25 Index. It was launched on Dec 20, 2011. Both FXN and OIH are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
FXN vs. OIH - Performance Comparison
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FXN vs. OIH - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FXN First Trust Energy AlphaDEX Fund | 32.74% | 3.39% | 0.27% | 0.97% | 46.92% | 51.79% | -19.91% | -6.76% | -24.79% | -5.02% |
OIH VanEck Vectors Oil Services ETF | 39.12% | 6.81% | -10.53% | 3.20% | 66.17% | 21.22% | -41.19% | -3.54% | -45.03% | -19.66% |
Returns By Period
In the year-to-date period, FXN achieves a 32.74% return, which is significantly lower than OIH's 39.12% return. Over the past 10 years, FXN has outperformed OIH with an annualized return of 7.16%, while OIH has yielded a comparatively lower -1.01% annualized return.
FXN
- 1D
- -3.03%
- 1M
- 6.12%
- YTD
- 32.74%
- 6M
- 33.46%
- 1Y
- 34.22%
- 3Y*
- 14.60%
- 5Y*
- 18.59%
- 10Y*
- 7.16%
OIH
- 1D
- -1.99%
- 1M
- 0.18%
- YTD
- 39.12%
- 6M
- 52.22%
- 1Y
- 51.45%
- 3Y*
- 14.61%
- 5Y*
- 16.68%
- 10Y*
- -1.01%
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FXN vs. OIH - Expense Ratio Comparison
FXN has a 0.64% expense ratio, which is higher than OIH's 0.35% expense ratio.
Return for Risk
FXN vs. OIH — Risk / Return Rank
FXN
OIH
FXN vs. OIH - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust Energy AlphaDEX Fund (FXN) and VanEck Vectors Oil Services ETF (OIH). 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.
| FXN | OIH | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.08 | 1.36 | -0.28 |
Sortino ratioReturn per unit of downside risk | 1.51 | 1.85 | -0.34 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.26 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.51 | 2.06 | -0.55 |
Martin ratioReturn relative to average drawdown | 4.79 | 5.70 | -0.91 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FXN | OIH | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.08 | 1.36 | -0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.64 | 0.45 | +0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.20 | -0.02 | +0.23 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.06 | -0.00 | +0.06 |
Correlation
The correlation between FXN and OIH is 0.88, 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
FXN vs. OIH - Dividend Comparison
FXN's dividend yield for the trailing twelve months is around 1.80%, more than OIH's 1.23% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FXN First Trust Energy AlphaDEX Fund | 1.80% | 2.53% | 2.50% | 3.09% | 2.28% | 0.87% | 4.71% | 1.47% | 1.43% | 1.17% | 1.05% | 2.36% |
OIH VanEck Vectors Oil Services ETF | 1.23% | 1.71% | 2.01% | 1.36% | 0.95% | 0.98% | 1.23% | 2.10% | 2.13% | 2.60% | 1.40% | 2.39% |
Drawdowns
FXN vs. OIH - Drawdown Comparison
The maximum FXN drawdown since its inception was -87.39%, smaller than the maximum OIH drawdown of -94.45%. Use the drawdown chart below to compare losses from any high point for FXN and OIH.
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Drawdown Indicators
| FXN | OIH | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -87.39% | -94.45% | +7.06% |
Max Drawdown (1Y)Largest decline over 1 year | -23.10% | -26.13% | +3.03% |
Max Drawdown (5Y)Largest decline over 5 years | -31.69% | -43.80% | +12.11% |
Max Drawdown (10Y)Largest decline over 10 years | -80.63% | -89.62% | +8.99% |
Current DrawdownCurrent decline from peak | -6.04% | -64.72% | +58.68% |
Average DrawdownAverage peak-to-trough decline | -38.28% | -48.75% | +10.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.29% | 9.43% | -2.14% |
Volatility
FXN vs. OIH - Volatility Comparison
The current volatility for First Trust Energy AlphaDEX Fund (FXN) is 6.55%, while VanEck Vectors Oil Services ETF (OIH) has a volatility of 8.53%. This indicates that FXN experiences smaller price fluctuations and is considered to be less risky than OIH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FXN | OIH | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.55% | 8.53% | -1.98% |
Volatility (6M)Calculated over the trailing 6-month period | 16.61% | 21.79% | -5.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 31.85% | 38.09% | -6.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.05% | 37.48% | -8.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 35.09% | 42.49% | -7.40% |