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DUSG vs FYC

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

FYC

First Trust Small Cap Growth AlphaDEX Fund

First Trust

Annual cost

0.70%

Fund size

$1.0B

Key differences

  • DUSG costs 0.38% less per year.

Side-by-side comparison

DUSGFYC
Annual cost (TER)0.32%0.70%
Fund size (AUM)$1.9B$1.0B
Since20122011
Dividend yield0.07%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex 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-4.19%-47.85%

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

Similar to DUSG and FYC