FXO vs. VFH

In the year-to-date period, FXO achieves a 1.25% return, which is significantly lower than VFH's 4.99% return. Over the past 10 years, FXO has underperformed VFH with an annualized return of 11.08%, while VFH has yielded a comparatively higher 11.83% annualized return.

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FXO has a 0.62% expense ratio, which is higher than VFH's 0.10% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for First Trust Financials AlphaDEX Fund (FXO) and Vanguard Financials ETF (VFH). 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.

The current FXO Sharpe Ratio is 0.82, which is comparable to the VFH Sharpe Ratio of 1.15. The chart below compares the historical Sharpe Ratios of FXO and VFH, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FXO's dividend yield for the trailing twelve months is around 2.12%, more than VFH's 1.77% yield.

The maximum FXO drawdown since its inception was -71.30%, smaller than the maximum VFH drawdown of -78.61%. Use the drawdown chart below to compare losses from any high point for FXO and VFH. For additional features, visit the drawdowns tool.

First Trust Financials AlphaDEX Fund (FXO) has a higher volatility of 6.28% compared to Vanguard Financials ETF (VFH) at 5.73%. This indicates that FXO's price experiences larger fluctuations and is considered to be riskier than VFH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.