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CVSM vs FYC

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

CVSM

CresAlta Small and Mid-Cap ETF

Annual cost

Fund size

FYC

First Trust Small Cap Growth AlphaDEX Fund

First Trust

Annual cost

0.70%

Fund size

$1.0B

Key differences

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

Side-by-side comparison

CVSMFYC
Annual cost (TER)0.70%
Fund size (AUM)$1.0B
Since2011
Dividend yield0.07%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+56.7%
CAGR 3YN/A+27.1%
CAGR 5YN/A+11.2%
Sharpe 3YN/A1.04
Volatility 1Y21.07%
Max drawdown-47.85%

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

Similar to CVSM and FYC