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FEX vs SHRY
First Trust Large Cap Core AlphaDEX Fund vs First Trust Bloomberg Shareholder Yield ETF
Key differences
- FEX is significantly larger than SHRY — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, FEX has delivered higher annualized returns.
- FEX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FEX | SHRY | |
|---|---|---|
| Annual cost (TER) | 0.57% | 0.60% |
| Fund size (AUM) | $1.5B | $18M |
| Since | 2007 | 2017 |
| Dividend yield | 0.99% | 1.66% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +29.3% | +8.3% |
| CAGR 3Y | +20.6% | +15.2% |
| CAGR 5Y | +11.1% | +8.5% |
| Sharpe 3Y | 1.11 | 0.88 |
| Volatility 1Y | 12.57% | 10.89% |
| Max drawdown | -39.51% | -36.67% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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