IYJ vs. FXR
Compare and contrast key facts about iShares U.S. Industrials ETF (IYJ) and First Trust Industrials/Producer Durables AlphaDEX Fund (FXR).
IYJ and FXR are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IYJ is a passively managed fund by iShares that tracks the performance of the Dow Jones U.S. Industrials Index. It was launched on Jul 14, 2000. FXR is a passively managed fund by First Trust that tracks the performance of the StrataQuant Industrials Index. It was launched on May 8, 2007. Both IYJ and FXR 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: IYJ or FXR.
Correlation
The correlation between IYJ and FXR 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.
Performance
IYJ vs. FXR - Performance Comparison
Key characteristics
IYJ:
1.61
FXR:
1.19
IYJ:
2.30
FXR:
1.72
IYJ:
1.29
FXR:
1.21
IYJ:
3.04
FXR:
1.99
IYJ:
8.73
FXR:
5.64
IYJ:
2.49%
FXR:
3.47%
IYJ:
13.52%
FXR:
16.46%
IYJ:
-61.97%
FXR:
-63.81%
IYJ:
-5.90%
FXR:
-9.06%
Returns By Period
In the year-to-date period, IYJ achieves a 19.19% return, which is significantly higher than FXR's 17.35% return. Over the past 10 years, IYJ has outperformed FXR with an annualized return of 10.95%, while FXR has yielded a comparatively lower 10.40% annualized return.
IYJ
19.19%
-2.55%
12.25%
20.36%
11.18%
10.95%
FXR
17.35%
-4.91%
10.58%
18.09%
11.83%
10.40%
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IYJ vs. FXR - Expense Ratio Comparison
IYJ has a 0.42% expense ratio, which is lower than FXR's 0.64% expense ratio.
Risk-Adjusted Performance
IYJ vs. FXR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Industrials ETF (IYJ) and First Trust Industrials/Producer Durables AlphaDEX Fund (FXR). 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
IYJ vs. FXR - Dividend Comparison
IYJ's dividend yield for the trailing twelve months is around 0.87%, less than FXR's 0.97% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IYJ iShares U.S. Industrials ETF | 0.87% | 1.05% | 1.05% | 0.76% | 1.01% | 1.32% | 1.43% | 1.29% | 1.38% | 1.53% | 1.46% | 1.14% |
FXR First Trust Industrials/Producer Durables AlphaDEX Fund | 0.71% | 0.77% | 0.92% | 0.52% | 1.06% | 0.74% | 1.17% | 0.55% | 0.51% | 0.62% | 1.10% | 0.42% |
Drawdowns
IYJ vs. FXR - Drawdown Comparison
The maximum IYJ drawdown since its inception was -61.97%, roughly equal to the maximum FXR drawdown of -63.81%. Use the drawdown chart below to compare losses from any high point for IYJ and FXR. For additional features, visit the drawdowns tool.
Volatility
IYJ vs. FXR - Volatility Comparison
The current volatility for iShares U.S. Industrials ETF (IYJ) is 4.44%, while First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) has a volatility of 5.32%. This indicates that IYJ experiences smaller price fluctuations and is considered to be less risky than FXR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.