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FDT vs FNK

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

FDT

First Trust Developed Markets Ex-US AlphaDEX Fund

First Trust

Annual cost

0.80%

Fund size

$1.2B

FNK

First Trust Mid Cap Value AlphaDEX Fund

First Trust

Annual cost

0.74%

Fund size

$217M

Key differences

  • FNK costs 0.06% less per year.
  • FDT is significantly larger than FNK — 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

FDTFNK
Annual cost (TER)0.80%0.74%
Fund size (AUM)$1.2B$217M
Since20112011
Dividend yield2.98%1.54%
Asset classequityequity
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1Y+55.9%+21.0%
CAGR 3Y+29.2%+13.8%
CAGR 5Y+12.8%+6.9%
Sharpe 3Y1.380.58
Volatility 1Y18.14%15.67%
Max drawdown-46.10%-50.70%

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

Similar to FDT and FNK