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FICS vs FYX

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

FICS

First Trust International Developed Cap Strength ETF

Annual cost

0.70%

Fund size

$214M

FYX

First Trust Small Cap Core AlphaDEX Fund

Annual cost

0.58%

Fund size

$1.3B

Key differences

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

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

Side-by-side comparison

FICSFYX
Annual cost (TER)0.70%0.58%
Fund size (AUM)$214M$1.3B
Since20202007
Dividend yield1.91%0.69%
Asset classequityequity
Regionglobal ex usnorth america
Strategyindex trackingindex tracking
CAGR 1Y+3.7%+42.0%
CAGR 3Y+10.1%+21.1%
CAGR 5Y+5.2%+8.5%
Sharpe 3Y0.520.85
Volatility 1Y13.29%18.36%
Max drawdown-29.16%-48.82%

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

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