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FNY vs EPMB
First Trust Mid Cap Growth AlphaDEX Fund vs Harbor Mid Cap Core ETF
Key differences
- FNY costs 0.15% less per year.
- FNY is significantly larger than EPMB — larger funds tend to be more liquid and less likely to close.
- FNY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FNY | EPMB | |
|---|---|---|
| Annual cost (TER) | 0.73% | 0.88% |
| Fund size (AUM) | $518M | $5M |
| Since | 2011 | 2025 |
| Dividend yield | 0.03% | — |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +31.0% | +27.7% |
| CAGR 3Y | +20.1% | N/A |
| CAGR 5Y | +9.2% | N/A |
| Sharpe 3Y | 0.82 | N/A |
| Volatility 1Y | 19.81% | 14.52% |
| Max drawdown | -38.91% | -8.95% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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