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FICS vs FTA

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

FICS

First Trust International Developed Cap Strength ETF

Annual cost

0.70%

Fund size

$214M

FTA

First Trust Large Cap Value AlphaDEX Fund

Annual cost

0.58%

Fund size

$1.3B

Key differences

Both FICS and FTA are equity ETFs. FICS charges 0.70% a year and FTA 0.58%. The main difference: FICS covers global markets excluding the US; FTA covers North America.

  • FICS covers global markets excluding the US; FTA covers North America.
  • FTA costs 0.12% less per year.
  • FTA is much larger than FICS. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, FTA has delivered higher annualized returns.
  • FTA has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FICSFTA
Annual cost (TER)0.70%0.58%
Fund size (AUM)$214M$1.3B
Since20202007
Dividend yield1.91%1.67%
Asset classequityequity
Regionglobal ex usnorth america
Strategyindex trackingindex tracking
CAGR 1Y+3.7%+26.4%
CAGR 3Y+10.1%+16.7%
CAGR 5Y+5.2%+9.2%
Sharpe 3Y0.520.91
Volatility 1Y13.29%11.59%
Max drawdown-29.16%-44.97%

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

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