PEXL vs. FAD
Compare and contrast key facts about Pacer US Export Leaders ETF (PEXL) and First Trust Multi Cap Growth AlphaDEX Fund (FAD).
PEXL and FAD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. PEXL is a passively managed fund by Pacer Advisors that tracks the performance of the Pacer US Export Leaders ETF Index. It was launched on Jul 23, 2018. FAD is a passively managed fund by First Trust that tracks the performance of the NASDAQ AlphaDEX Multi Cap Growth Index. It was launched on May 8, 2007. Both PEXL and FAD 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: PEXL or FAD.
Correlation
The correlation between PEXL and FAD is 0.76, 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
PEXL vs. FAD - Performance Comparison
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Key characteristics
PEXL:
-0.01
FAD:
0.64
PEXL:
0.15
FAD:
0.95
PEXL:
1.02
FAD:
1.13
PEXL:
-0.02
FAD:
0.56
PEXL:
-0.07
FAD:
1.83
PEXL:
6.86%
FAD:
7.26%
PEXL:
25.39%
FAD:
22.48%
PEXL:
-33.67%
FAD:
-54.33%
PEXL:
-4.44%
FAD:
-6.32%
Returns By Period
In the year-to-date period, PEXL achieves a 2.41% return, which is significantly higher than FAD's 1.66% return.
PEXL
2.41%
16.83%
1.16%
-0.14%
9.99%
15.57%
N/A
FAD
1.66%
13.71%
-1.10%
14.16%
14.28%
14.48%
11.07%
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PEXL vs. FAD - Expense Ratio Comparison
PEXL has a 0.60% expense ratio, which is lower than FAD's 0.63% expense ratio.
Risk-Adjusted Performance
PEXL vs. FAD — Risk-Adjusted Performance Rank
PEXL
FAD
PEXL vs. FAD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Pacer US Export Leaders ETF (PEXL) and First Trust Multi Cap Growth AlphaDEX Fund (FAD). 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
PEXL vs. FAD - Dividend Comparison
PEXL's dividend yield for the trailing twelve months is around 0.42%, less than FAD's 0.53% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PEXL Pacer US Export Leaders ETF | 0.42% | 0.48% | 0.49% | 0.59% | 0.22% | 0.48% | 0.48% | 0.29% | 0.00% | 0.00% | 0.00% | 0.00% |
FAD First Trust Multi Cap Growth AlphaDEX Fund | 0.53% | 0.59% | 0.51% | 0.60% | 0.09% | 0.32% | 0.48% | 0.20% | 0.22% | 0.64% | 0.41% | 0.44% |
Drawdowns
PEXL vs. FAD - Drawdown Comparison
The maximum PEXL drawdown since its inception was -33.67%, smaller than the maximum FAD drawdown of -54.33%. Use the drawdown chart below to compare losses from any high point for PEXL and FAD. For additional features, visit the drawdowns tool.
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Volatility
PEXL vs. FAD - Volatility Comparison
Pacer US Export Leaders ETF (PEXL) has a higher volatility of 6.90% compared to First Trust Multi Cap Growth AlphaDEX Fund (FAD) at 5.58%. This indicates that PEXL's price experiences larger fluctuations and is considered to be riskier than FAD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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