Screener
FELV vs FYT
Fidelity Enhanced Large Cap Value ETF vs First Trust Small Cap Value AlphaDEX Fund
Key differences
- FELV costs 0.52% less per year.
- FELV is significantly larger than FYT — larger funds tend to be more liquid and less likely to close.
Side-by-side comparison
| FELV | FYT | |
|---|---|---|
| Annual cost (TER) | 0.18% | 0.70% |
| Fund size (AUM) | $2.9B | $183M |
| Since | 2007 | 2011 |
| Dividend yield | 1.58% | 1.10% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +29.5% | +37.0% |
| CAGR 3Y | N/A | +16.4% |
| CAGR 5Y | N/A | +5.8% |
| Sharpe 3Y | N/A | 0.64 |
| Volatility 1Y | 10.81% | 19.16% |
| Max drawdown | -16.08% | -50.48% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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