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FEMS vs FYX
First Trust Emerging Markets Small Cap AlphaDEX Fund vs First Trust Small Cap Core AlphaDEX Fund
Key differences
- FYX costs 0.22% less per year.
- FYX is significantly larger than FEMS — larger funds tend to be more liquid and less likely to close.
- FEMS covers emerging markets markets; FYX covers north america.
- Over the last 3 years, FYX has delivered higher annualized returns.
- FYX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FEMS | FYX | |
|---|---|---|
| Annual cost (TER) | 0.80% | 0.58% |
| Fund size (AUM) | $264M | $1.2B |
| Since | 2012 | 2007 |
| Dividend yield | 4.22% | 0.70% |
| Asset class | equity | equity |
| Region | emerging markets | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +25.3% | +46.2% |
| CAGR 3Y | +14.1% | +21.1% |
| CAGR 5Y | +6.5% | +8.5% |
| Sharpe 3Y | 0.66 | 0.86 |
| Volatility 1Y | 15.66% | 18.39% |
| Max drawdown | -47.85% | -48.82% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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