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FNX vs FEX
First Trust Mid Cap Core AlphaDEX Fund vs First Trust Large Cap Core AlphaDEX Fund
Key differences
- FEX costs 0.05% less per year.
- Over the last 3 years, FEX has delivered higher annualized returns.
Side-by-side comparison
| FNX | FEX | |
|---|---|---|
| Annual cost (TER) | 0.62% | 0.57% |
| Fund size (AUM) | $1.3B | $1.5B |
| Since | 2007 | 2007 |
| Dividend yield | 0.84% | 0.99% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +29.5% | +31.0% |
| CAGR 3Y | +18.0% | +20.8% |
| CAGR 5Y | +9.3% | +11.6% |
| Sharpe 3Y | 0.78 | 1.12 |
| Volatility 1Y | 16.23% | 12.61% |
| Max drawdown | -43.95% | -39.51% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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