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CVSM vs FTC

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

CVSM

CresAlta Small and Mid-Cap ETF

Annual cost

Fund size

FTC

First Trust Large Cap Growth AlphaDEX Fund

First Trust

Annual cost

0.58%

Fund size

$1.3B

Key differences

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

Side-by-side comparison

CVSMFTC
Annual cost (TER)0.58%
Fund size (AUM)$1.3B
Since2007
Dividend yield0.20%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+27.3%
CAGR 3YN/A+24.9%
CAGR 5YN/A+13.2%
Sharpe 3YN/A1.10
Volatility 1Y17.87%
Max drawdown-34.66%

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

Similar to CVSM and FTC