Screener
FEX vs FTCS
First Trust Large Cap Core AlphaDEX Fund vs First Trust Capital Strength ETF
Key differences
- FTCS is significantly larger than FEX — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, FEX has delivered higher annualized returns.
Side-by-side comparison
| FEX | FTCS | |
|---|---|---|
| Annual cost (TER) | 0.57% | 0.53% |
| Fund size (AUM) | $1.5B | $7.9B |
| Since | 2007 | 2006 |
| Dividend yield | 0.99% | 1.10% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +29.3% | +5.3% |
| CAGR 3Y | +20.6% | +10.5% |
| CAGR 5Y | +11.1% | +6.1% |
| Sharpe 3Y | 1.11 | 0.63 |
| Volatility 1Y | 12.57% | 9.97% |
| Max drawdown | -39.51% | -31.93% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to FEX and FTCS
Explore further