(FEX) First Trust Large Cap - Performance 5.2% in 12m
Compare FEX with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
85.78%
#37 in Group
Rel. Strength
53.28%
#3587 in Universe
Total Return 12m
5.19%
#144 in Group
Total Return 5y
143.41%
#30 in Group
12m Total Return: FEX (5.2%) vs QQQ (6.9%)
5y Drawdown (Underwater) Chart
Top Performers in Large Blend
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| FCPI BATS Fidelity Stocks Inflation |
-1.48% | 11.5% | 157% | - | - | - | - | - |
| FFLC BATS Fidelity Fundamental Large |
-3.34% | 5.77% | 126% | - | - | - | - | - |
| FMIL BATS Fidelity New Millennium |
-3.74% | 5.33% | 123% | - | - | - | - | - |
| JQUA NYSE ARCA JPMorgan U.S. Quality |
-3.37% | 8.99% | 147% | - | - | - | - | - |
| SPMO NYSE ARCA Invesco SP500 Momentum |
-4.41% | 17% | 182% | - | - | - | - | - |
| RECS NYSE ARCA Columbia Trust I |
-3.42% | 8.84% | 152% | - | - | - | - | - |
| DGRW NASDAQ WisdomTree U.S. Quality |
-2.33% | 7.27% | 133% | - | - | - | - | - |
| LRGF NYSE ARCA iShares U.S. Equity Factor |
-3.95% | 9.45% | 148% | - | - | - | - | - |
Performance Comparison: FEX vs QQQ vs S&P 500
QQQ (Invesco QQQ Trust ETF) is the Sector Benchmark for FEX
| Total Return (including Dividends) | FEX | QQQ | S&P 500 |
|---|---|---|---|
| 1 Month | -2.25% | -4.76% | -3.62% |
| 3 Months | -1.44% | -7.22% | -3.76% |
| 12 Months | 5.19% | 6.89% | 8.80% |
| 5 Years | 143.41% | 166.01% | 143.09% |
| Trend Score (consistency of price movement) | FEX | QQQ | S&P 500 |
| 1 Month | 18.8% | -32.9% | -17.5% |
| 3 Months | -53.0% | -60.7% | -55.3% |
| 12 Months | 81.3% | 76.4% | 84.8% |
| 5 Years | 79.3% | 77.1% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. QQQ | vs. S&P 500 |
| 1 Month | #15 | 2.63% | 1.41% |
| 3 Month | #16 | 6.23% | 2.41% |
| 12 Month | #123 | -1.59% | -3.32% |
| 5 Years | #142 | -8.50% | 0.13% |
FAQs
Does FEX First Trust Large Cap outperforms the market?
No,
over the last 12 months FEX made 5.19%, while its related Sector, the Invesco QQQ Trust (QQQ) made 6.89%.
Over the last 3 months FEX made -1.44%, while QQQ made -7.22%.
Over the last 3 months FEX made -1.44%, while QQQ made -7.22%.
Performance Comparison FEX vs Indeces and Sectors
FEX vs. Indices FEX is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.88% | 1.37% | 0.32% | -3.61% |
| US NASDAQ 100 | QQQ | 2.57% | 2.51% | 1.08% | -1.70% |
| US Dow Jones Industrial 30 | DIA | -0.18% | 0.46% | -0.71% | -2.67% |
| German DAX 40 | DAX | 0.96% | 0.56% | -17.5% | -17.2% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.11% | -2.52% | 8.53% | -3.89% |
| Hongkong Hang Seng | HSI | -1.92% | -4.73% | 4.71% | -13.0% |
| India NIFTY 50 | INDA | 0.26% | -9.05% | 11.2% | 5.33% |
| Brasil Bovespa | EWZ | -0.58% | -10.5% | 6.92% | 16.4% |
FEX vs. Sectors FEX is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.79% | 1.89% | -7.67% | -13.4% |
| Consumer Discretionary | XLY | 1.47% | 3.37% | -0.85% | -5.10% |
| Consumer Staples | XLP | -5.59% | -0.70% | -0.55% | -5.59% |
| Energy | XLE | -2.47% | -10.1% | -6.78% | 3.11% |
| Financial | XLF | -0.29% | 1.25% | -11.6% | -15.4% |
| Health Care | XLV | -0.31% | 1.55% | 5.25% | 5.75% |
| Industrial | XLI | 0.35% | -0.63% | 1.54% | -1.83% |
| Materials | XLB | -1.39% | -1.94% | 8.94% | 10.3% |
| Real Estate | XLRE | -3.0% | 0.90% | 3.65% | -6.38% |
| Technology | XLK | 3.10% | 2.47% | 4.85% | 4.91% |
| Utilities | XLU | -4.41% | -2.60% | 1.02% | -19.7% |
| Aerospace & Defense | XAR | 3.22% | -1.94% | -2.78% | -12.1% |
| Biotech | XBI | 8.60% | 6.44% | 19.8% | 21.8% |
| Homebuilder | XHB | 0.78% | -0.76% | 21.0% | 16.3% |
| Retail | XRT | -0.70% | 0.40% | 7.09% | 14.7% |