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CVSM vs FEX

CresAlta Small and Mid-Cap ETF vs First Trust Large Cap Core AlphaDEX Fund

CVSM

CresAlta Small and Mid-Cap ETF

Annual cost

Fund size

FEX

First Trust Large Cap Core AlphaDEX Fund

First Trust

Annual cost

0.57%

Fund size

$1.5B

Key differences

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

Side-by-side comparison

CVSMFEX
Annual cost (TER)0.57%
Fund size (AUM)$1.5B
Since2007
Dividend yield0.99%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+29.3%
CAGR 3YN/A+20.6%
CAGR 5YN/A+11.1%
Sharpe 3YN/A1.11
Volatility 1Y12.57%
Max drawdown-39.51%

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

Similar to CVSM and FEX