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CVSM vs FYT

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

CVSM

CresAlta Small and Mid-Cap ETF

Annual cost

Fund size

FYT

First Trust Small Cap Value AlphaDEX Fund

First Trust

Annual cost

0.70%

Fund size

$183M

Key differences

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

Side-by-side comparison

CVSMFYT
Annual cost (TER)0.70%
Fund size (AUM)$183M
Since2011
Dividend yield1.10%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+37.0%
CAGR 3YN/A+16.4%
CAGR 5YN/A+5.8%
Sharpe 3YN/A0.64
Volatility 1Y19.16%
Max drawdown-50.48%

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

Similar to CVSM and FYT