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FNK vs VOOV

First Trust Mid Cap Value AlphaDEX Fund vs Vanguard S&P 500 Value Index Fund ETF Shares

FNK

First Trust Mid Cap Value AlphaDEX Fund

First Trust

Annual cost

0.74%

Fund size

$217M

VOOV

Vanguard S&P 500 Value Index Fund ETF Shares

Vanguard

Annual cost

0.07%

Fund size

$6.5B

Key differences

  • VOOV costs 0.67% less per year.
  • VOOV is significantly larger than FNK — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, VOOV has delivered higher annualized returns.

Side-by-side comparison

FNKVOOV
Annual cost (TER)0.74%0.07%
Fund size (AUM)$217M$6.5B
Since20112010
Dividend yield1.54%1.70%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+21.0%+23.4%
CAGR 3Y+13.8%+16.6%
CAGR 5Y+6.9%+11.0%
Sharpe 3Y0.581.00
Volatility 1Y15.67%9.98%
Max drawdown-50.70%-37.31%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to FNK and VOOV