# First Trust Materials AlphaDEX Fund (FXZ) 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/FXZ/SPY
- API: `GET /bff/api/bigfive/compare-series?symbols=FXZ%2CSPY&range=5y`

## Window

| Symbol | Window % | Worst drawdown | YTD |
|---|---:|---:|---:|
| FXZ | +64.10% | -33.99% | +23.26% |
| SPY | +87.88% | -24.49% | +12.37% |

## Periods (calendar lookback)

| Symbol | 1Y | 2Y | 3Y | 5Y |
|---|---:|---:|---:|---:|
| FXZ | +33.10% | +31.39% | +33.53% | +64.10% |
| SPY | +16.58% | +39.24% | +78.05% | +87.88% |

## Annual

| Year | FXZ | SPY |
|---|---:|---:|
| YTD | +23.26% | +12.37% |
| 2025 | +17.65% | +18.01% |
| 2024 | -16.23% | +25.59% |
| 2023 | +16.20% | +26.73% |
| 2022 | -0.61% | -18.64% |
| 2021 | +15.95% | +9.92% |

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Research context only. Not personalized investment advice.