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FICS vs FEX

First Trust International Developed Cap Strength ETF vs First Trust Large Cap Core AlphaDEX Fund

FICS

First Trust International Developed Cap Strength ETF

Annual cost

0.70%

Fund size

$214M

FEX

First Trust Large Cap Core AlphaDEX Fund

Annual cost

0.57%

Fund size

$1.6B

Key differences

Both FICS and FEX are equity ETFs. FICS charges 0.70% a year and FEX 0.57%. The main difference: FICS follows a index tracking strategy; FEX uses index enhanced.

  • FICS follows a index tracking strategy; FEX uses index enhanced.
  • FICS covers global markets excluding the US; FEX covers North America.
  • FEX costs 0.13% less per year.
  • FEX is much larger than FICS. Larger funds are usually more liquid and less likely to close.
  • Over the last three 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

FICSFEX
Annual cost (TER)0.70%0.57%
Fund size (AUM)$214M$1.6B
Since20202007
Dividend yield1.91%0.96%
Asset classequityequity
Regionglobal ex usnorth america
Strategyindex trackingindex enhanced
CAGR 1Y+3.7%+25.3%
CAGR 3Y+10.1%+19.9%
CAGR 5Y+5.2%+10.6%
Sharpe 3Y0.521.06
Volatility 1Y13.29%12.80%
Max drawdown-29.16%-39.51%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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