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FEX vs VSLU
First Trust Large Cap Core AlphaDEX Fund vs Applied Finance Valuation Large Cap US ETF
Key differences
- VSLU costs 0.08% less per year.
- FEX is significantly larger than VSLU — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, VSLU has delivered higher annualized returns.
- FEX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FEX | VSLU | |
|---|---|---|
| Annual cost (TER) | 0.57% | 0.49% |
| Fund size (AUM) | $1.5B | $496M |
| Since | 2007 | 2021 |
| Dividend yield | 0.99% | 0.45% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +29.3% | +27.3% |
| CAGR 3Y | +20.6% | +22.6% |
| CAGR 5Y | +11.1% | +14.2% |
| Sharpe 3Y | 1.11 | 1.24 |
| Volatility 1Y | 12.57% | 12.61% |
| Max drawdown | -39.51% | -23.86% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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