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FAB vs VOOV

First Trust Multi Cap Value AlphaDEX Fund vs Vanguard S&P 500 Value Index Fund ETF Shares

FAB

First Trust Multi Cap Value AlphaDEX Fund

First Trust

Annual cost

0.66%

Fund size

$139M

VOOV

Vanguard S&P 500 Value Index Fund ETF Shares

Vanguard

Annual cost

0.07%

Fund size

$6.5B

Key differences

  • VOOV costs 0.59% less per year.
  • VOOV is significantly larger than FAB — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

FABVOOV
Annual cost (TER)0.66%0.07%
Fund size (AUM)$139M$6.5B
Since20072010
Dividend yield1.58%1.70%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+27.9%+23.4%
CAGR 3Y+15.9%+16.6%
CAGR 5Y+7.9%+11.0%
Sharpe 3Y0.741.00
Volatility 1Y14.02%9.98%
Max drawdown-47.08%-37.31%

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

Similar to FAB and VOOV