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FIW vs FYT
First Trust Water ETF vs First Trust Small Cap Value AlphaDEX Fund
Key differences
- FIW costs 0.20% less per year.
- FIW is significantly larger than FYT — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, FYT has delivered higher annualized returns.
Side-by-side comparison
| FIW | FYT | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.70% |
| Fund size (AUM) | $1.8B | $183M |
| Since | 2007 | 2011 |
| Dividend yield | 0.77% | 1.10% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | -0.3% | +39.9% |
| CAGR 3Y | +8.1% | +16.9% |
| CAGR 5Y | +5.8% | +6.4% |
| Sharpe 3Y | 0.34 | 0.66 |
| Volatility 1Y | 15.70% | 19.14% |
| Max drawdown | -36.60% | -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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