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CVSM vs FNY

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

CVSM

CresAlta Small and Mid-Cap ETF

Annual cost

Fund size

FNY

First Trust Mid Cap Growth AlphaDEX Fund

First Trust

Annual cost

0.73%

Fund size

$518M

Key differences

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

Side-by-side comparison

CVSMFNY
Annual cost (TER)0.73%
Fund size (AUM)$518M
Since2011
Dividend yield0.03%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+31.0%
CAGR 3YN/A+20.1%
CAGR 5YN/A+9.2%
Sharpe 3YN/A0.82
Volatility 1Y19.81%
Max drawdown-38.91%

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

Similar to CVSM and FNY