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AFLG vs FYX

First Trust Active Factor Large Cap ETF vs First Trust Small Cap Core AlphaDEX Fund

AFLG

First Trust Active Factor Large Cap ETF

First Trust

Annual cost

0.55%

Fund size

$609M

FYX

First Trust Small Cap Core AlphaDEX Fund

First Trust

Annual cost

0.58%

Fund size

$1.2B

Key differences

  • AFLG follows a active selection strategy; FYX uses index tracking.
  • Over the last 3 years, AFLG has delivered higher annualized returns.
  • FYX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

AFLGFYX
Annual cost (TER)0.55%0.58%
Fund size (AUM)$609M$1.2B
Since20192007
Dividend yield0.73%0.70%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+27.8%+49.2%
CAGR 3Y+23.2%+21.8%
CAGR 5Y+13.4%+9.3%
Sharpe 3Y1.300.88
Volatility 1Y11.59%18.43%
Max drawdown-35.84%-48.82%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to AFLG and FYX