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FFLV vs FYT
Fidelity Fundamental Large Cap vs First Trust Small Cap Value AlphaDEX Fund
Key differences
- FFLV costs 0.32% less per year.
- FYT is significantly larger than FFLV — larger funds tend to be more liquid and less likely to close.
- FFLV covers global markets; FYT covers north america.
- FFLV follows a active selection strategy; FYT uses index tracking.
- FYT has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FFLV | FYT | |
|---|---|---|
| Annual cost (TER) | 0.38% | 0.70% |
| Fund size (AUM) | $17M | $183M |
| Since | 2024 | 2011 |
| Dividend yield | 1.48% | 1.10% |
| Asset class | equity | equity |
| Region | global | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +28.1% | +37.0% |
| CAGR 3Y | N/A | +16.4% |
| CAGR 5Y | N/A | +5.8% |
| Sharpe 3Y | N/A | 0.64 |
| Volatility 1Y | 11.50% | 19.16% |
| Max drawdown | -16.71% | -50.48% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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