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FAB vs FTDS

First Trust Multi Cap Value AlphaDEX Fund vs First Trust Dividend Strength ETF

FAB

First Trust Multi Cap Value AlphaDEX Fund

First Trust

Annual cost

0.66%

Fund size

$139M

FTDS

First Trust Dividend Strength ETF

First Trust

Annual cost

0.70%

Fund size

$31M

Key differences

  • FAB is significantly larger than FTDS — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, FTDS has delivered higher annualized returns.

Side-by-side comparison

FABFTDS
Annual cost (TER)0.66%0.70%
Fund size (AUM)$139M$31M
Since20072006
Dividend yield1.58%1.60%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+27.9%+20.4%
CAGR 3Y+15.9%+17.0%
CAGR 5Y+7.9%+6.9%
Sharpe 3Y0.740.87
Volatility 1Y14.02%13.16%
Max drawdown-47.08%-42.47%

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

Similar to FAB and FTDS