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FAD vs FELG
First Trust Multi Cap Growth AlphaDEX Fund vs Fidelity Enhanced Large Cap Growth ETF
Key differences
Both FAD and FELG are equity ETFs. FAD charges 0.63% a year and FELG 0.18%. The main difference: FAD follows a index tracking strategy; FELG uses active selection.
- FAD follows a index tracking strategy; FELG uses active selection.
- FELG costs 0.45% less per year.
- FELG is much larger than FAD. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| FAD | FELG | |
|---|---|---|
| Annual cost (TER) | 0.63% | 0.18% |
| Fund size (AUM) | $536M | $5.8B |
| Since | 2007 | 2007 |
| Dividend yield | 0.09% | 0.34% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +29.8% | +22.7% |
| CAGR 3Y | +24.2% | N/A |
| CAGR 5Y | +10.7% | N/A |
| Sharpe 3Y | 1.04 | N/A |
| Volatility 1Y | 18.93% | 15.84% |
| Max drawdown | -37.25% | -23.89% |
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