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FDT vs FAB

First Trust Developed Markets Ex-US AlphaDEX Fund vs First Trust Multi Cap Value AlphaDEX Fund

FDT

First Trust Developed Markets Ex-US AlphaDEX Fund

First Trust

Annual cost

0.80%

Fund size

$1.2B

FAB

First Trust Multi Cap Value AlphaDEX Fund

First Trust

Annual cost

0.66%

Fund size

$139M

Key differences

  • FAB costs 0.14% less per year.
  • FDT is significantly larger than FAB — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, FDT has delivered higher annualized returns.

Side-by-side comparison

FDTFAB
Annual cost (TER)0.80%0.66%
Fund size (AUM)$1.2B$139M
Since20112007
Dividend yield2.98%1.58%
Asset classequityequity
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1Y+55.9%+27.9%
CAGR 3Y+29.2%+15.9%
CAGR 5Y+12.8%+7.9%
Sharpe 3Y1.380.74
Volatility 1Y18.14%14.02%
Max drawdown-46.10%-47.08%

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

Similar to FDT and FAB