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FNY vs IMCG
First Trust Mid Cap Growth AlphaDEX Fund vs iShares Morningstar Mid-Cap Growth ETF
Key differences
- IMCG costs 0.67% less per year.
- IMCG is significantly larger than FNY — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, FNY has delivered higher annualized returns.
- IMCG has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FNY | IMCG | |
|---|---|---|
| Annual cost (TER) | 0.73% | 0.06% |
| Fund size (AUM) | $518M | $3.5B |
| Since | 2011 | 2004 |
| Dividend yield | 0.03% | 0.71% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +31.0% | +20.2% |
| CAGR 3Y | +20.1% | +18.4% |
| CAGR 5Y | +9.2% | +8.3% |
| Sharpe 3Y | 0.82 | 0.86 |
| Volatility 1Y | 19.81% | 15.45% |
| Max drawdown | -38.91% | -35.08% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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