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CVSM vs FAD

CresAlta Small and Mid-Cap ETF vs First Trust Multi Cap Growth AlphaDEX Fund

CVSM

CresAlta Small and Mid-Cap ETF

Annual cost

Fund size

FAD

First Trust Multi Cap Growth AlphaDEX Fund

First Trust

Annual cost

0.63%

Fund size

$480M

Key differences

  • CVSM follows a active selection strategy; FAD uses index tracking.

Side-by-side comparison

CVSMFAD
Annual cost (TER)0.63%
Fund size (AUM)$480M
Since2007
Dividend yield0.10%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+34.2%
CAGR 3YN/A+24.0%
CAGR 5YN/A+11.7%
Sharpe 3YN/A1.04
Volatility 1Y18.41%
Max drawdown-37.25%

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

Similar to CVSM and FAD