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FNX vs FNY
First Trust Mid Cap Core AlphaDEX Fund vs First Trust Mid Cap Growth AlphaDEX Fund
Key differences
- FNX costs 0.11% less per year.
- Over the last 3 years, FNY has delivered higher annualized returns.
Side-by-side comparison
| FNX | FNY | |
|---|---|---|
| Annual cost (TER) | 0.62% | 0.73% |
| Fund size (AUM) | $1.3B | $518M |
| Since | 2007 | 2011 |
| Dividend yield | 0.84% | 0.03% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +29.5% | +34.7% |
| CAGR 3Y | +18.0% | +21.2% |
| CAGR 5Y | +9.3% | +10.1% |
| Sharpe 3Y | 0.78 | 0.86 |
| Volatility 1Y | 16.23% | 19.97% |
| Max drawdown | -43.95% | -38.91% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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