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FEMG vs FAD

Fidelity Enhanced Mid Cap Growth ETF vs First Trust Multi Cap Growth AlphaDEX Fund

FEMG

Fidelity Enhanced Mid Cap Growth ETF

Annual cost

Fund size

FAD

First Trust Multi Cap Growth AlphaDEX Fund

Annual cost

0.63%

Fund size

$536M

Key differences

Both FEMG and FAD are equity ETFs. The main difference: FEMG follows a index enhanced strategy; FAD uses index tracking.

  • FEMG follows a index enhanced strategy; FAD uses index tracking.

Side-by-side comparison

FEMGFAD
Annual cost (TER)0.63%
Fund size (AUM)$536M
Since2007
Dividend yield0.09%
Asset classequityequity
Regionnorth americanorth america
Strategyindex enhancedindex tracking
CAGR 1YN/A+29.8%
CAGR 3YN/A+24.2%
CAGR 5YN/A+10.7%
Sharpe 3YN/A1.04
Volatility 1Y18.93%
Max drawdown-3.31%-37.25%

Similar to FEMG and FAD