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DUSG vs FTC

U.S. Small Cap Growth Portfolio: ETF Class Shares vs First Trust Large Cap Growth AlphaDEX Fund

DUSG

U.S. Small Cap Growth Portfolio: ETF Class Shares

Dimensional Fund Advisors

Annual cost

0.32%

Fund size

$1.9B

FTC

First Trust Large Cap Growth AlphaDEX Fund

First Trust

Annual cost

0.58%

Fund size

$1.3B

Key differences

  • DUSG costs 0.26% less per year.
  • FTC has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DUSGFTC
Annual cost (TER)0.32%0.58%
Fund size (AUM)$1.9B$1.3B
Since20122007
Dividend yield0.20%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex 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-4.19%-34.66%

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

Similar to DUSG and FTC