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FIW vs FAB

First Trust Water ETF vs First Trust Multi Cap Value AlphaDEX Fund

FIW

First Trust Water ETF

Annual cost

0.50%

Fund size

$1.8B

FAB

First Trust Multi Cap Value AlphaDEX Fund

Annual cost

0.66%

Fund size

$139M

Key differences

  • FIW costs 0.16% less per year.
  • FIW is significantly larger than FAB — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, FAB has delivered higher annualized returns.

Side-by-side comparison

FIWFAB
Annual cost (TER)0.50%0.66%
Fund size (AUM)$1.8B$139M
Since20072007
Dividend yield0.77%1.58%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y-0.3%+29.1%
CAGR 3Y+8.1%+16.0%
CAGR 5Y+5.8%+8.4%
Sharpe 3Y0.340.75
Volatility 1Y15.70%14.01%
Max drawdown-36.60%-47.08%

Similar to FIW and FAB