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FAB vs VTV

First Trust Multi Cap Value AlphaDEX Fund vs Vanguard Value Index Fund ETF Shares

FAB

First Trust Multi Cap Value AlphaDEX Fund

First Trust

Annual cost

0.66%

Fund size

$139M

VTV

Vanguard Value Index Fund ETF Shares

Vanguard

Annual cost

0.03%

Fund size

$237.8B

Key differences

  • VTV costs 0.63% less per year.
  • VTV is significantly larger than FAB — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, VTV has delivered higher annualized returns.

Side-by-side comparison

FABVTV
Annual cost (TER)0.66%0.03%
Fund size (AUM)$139M$237.8B
Since20072004
Dividend yield1.58%1.92%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+27.9%+26.8%
CAGR 3Y+15.9%+18.2%
CAGR 5Y+7.9%+11.1%
Sharpe 3Y0.741.14
Volatility 1Y14.02%10.21%
Max drawdown-47.08%-36.78%

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

Similar to FAB and VTV