# First Trust Energy AlphaDEX Fund (FXN) vs State Street SPDR S&P 500 ETF Trust (SPY) · total-return overlay

LOPJLB holding-return compare (5Y). Dividends and splits. Each path starts at 0% from the first adjusted close in the window.

- Interactive: https://www.lopjlb.com/vs/FXN/SPY
- API: `GET /bff/api/bigfive/compare-series?symbols=FXN%2CSPY&range=5y`

## Window

| Symbol | Window % | Worst drawdown | YTD |
|---|---:|---:|---:|
| FXN | +146.60% | -31.65% | +42.20% |
| SPY | +82.13% | -24.49% | +11.97% |

## Periods (calendar lookback)

| Symbol | 1Y | 2Y | 3Y | 5Y |
|---|---:|---:|---:|---:|
| FXN | +51.96% | +53.73% | +40.94% | +146.60% |
| SPY | +16.40% | +38.39% | +75.39% | +82.13% |

## Annual

| Year | FXN | SPY |
|---|---:|---:|
| YTD | +42.20% | +11.97% |
| 2025 | +1.36% | +18.01% |
| 2024 | -0.23% | +25.59% |
| 2023 | +6.54% | +26.73% |
| 2022 | +42.88% | -18.64% |
| 2021 | +10.10% | +6.94% |

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Research context only. Not personalized investment advice.