FXN vs. XLC
Compare and contrast key facts about First Trust Energy AlphaDEX Fund (FXN) and Communication Services Select Sector SPDR Fund (XLC).
FXN and XLC 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. XLC is a passively managed fund by State Street that tracks the performance of the S&P Communication Services Select Sector Index. It was launched on Jun 18, 2018. Both FXN and XLC 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: FXN or XLC.
Correlation
The correlation between FXN and XLC is 0.37, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
FXN vs. XLC - Performance Comparison
Key characteristics
FXN:
0.26
XLC:
2.26
FXN:
0.48
XLC:
2.90
FXN:
1.06
XLC:
1.40
FXN:
0.16
XLC:
4.62
FXN:
0.58
XLC:
15.20
FXN:
9.26%
XLC:
2.19%
FXN:
20.86%
XLC:
14.63%
FXN:
-87.39%
XLC:
-46.65%
FXN:
-27.89%
XLC:
0.00%
Returns By Period
In the year-to-date period, FXN achieves a 3.24% return, which is significantly lower than XLC's 8.12% return.
FXN
3.24%
-4.20%
-1.85%
6.59%
17.64%
-0.57%
XLC
8.12%
9.57%
22.40%
33.03%
14.03%
N/A
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FXN vs. XLC - Expense Ratio Comparison
FXN has a 0.64% expense ratio, which is higher than XLC's 0.13% expense ratio.
Risk-Adjusted Performance
FXN vs. XLC — Risk-Adjusted Performance Rank
FXN
XLC
FXN vs. XLC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust Energy AlphaDEX Fund (FXN) and Communication Services Select Sector SPDR Fund (XLC). 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.
Dividends
FXN vs. XLC - Dividend Comparison
FXN's dividend yield for the trailing twelve months is around 2.42%, more than XLC's 0.92% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FXN First Trust Energy AlphaDEX Fund | 2.42% | 2.50% | 3.09% | 2.28% | 0.88% | 4.71% | 1.48% | 1.44% | 1.16% | 1.05% | 2.36% | 1.74% |
XLC Communication Services Select Sector SPDR Fund | 0.92% | 0.99% | 0.82% | 1.11% | 0.74% | 0.68% | 0.81% | 0.64% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FXN vs. XLC - Drawdown Comparison
The maximum FXN drawdown since its inception was -87.39%, which is greater than XLC's maximum drawdown of -46.65%. Use the drawdown chart below to compare losses from any high point for FXN and XLC. For additional features, visit the drawdowns tool.
Volatility
FXN vs. XLC - Volatility Comparison
First Trust Energy AlphaDEX Fund (FXN) has a higher volatility of 7.02% compared to Communication Services Select Sector SPDR Fund (XLC) at 2.68%. This indicates that FXN's price experiences larger fluctuations and is considered to be riskier than XLC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.