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FAB vs VOE

First Trust Multi Cap Value AlphaDEX Fund vs Vanguard Mid-Cap Value Index Fund

FAB

First Trust Multi Cap Value AlphaDEX Fund

First Trust

Annual cost

0.66%

Fund size

$139M

VOE

Vanguard Mid-Cap Value Index Fund

Vanguard

Annual cost

0.05%

Fund size

$36.7B

Key differences

  • VOE costs 0.61% less per year.
  • VOE is significantly larger than FAB — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

FABVOE
Annual cost (TER)0.66%0.05%
Fund size (AUM)$139M$36.7B
Since20072006
Dividend yield1.58%1.88%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+27.9%+23.7%
CAGR 3Y+15.9%+16.6%
CAGR 5Y+7.9%+8.6%
Sharpe 3Y0.740.92
Volatility 1Y14.02%11.61%
Max drawdown-47.08%-43.18%

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

Similar to FAB and VOE