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FNY vs IWF
First Trust Mid Cap Growth AlphaDEX Fund vs iShares Russell 1000 Growth ETF
Key differences
- IWF costs 0.55% less per year.
- IWF is significantly larger than FNY — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, IWF has delivered higher annualized returns.
- IWF has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FNY | IWF | |
|---|---|---|
| Annual cost (TER) | 0.73% | 0.18% |
| Fund size (AUM) | $518M | $124.7B |
| Since | 2011 | 2000 |
| Dividend yield | 0.03% | 0.35% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +31.0% | +27.5% |
| CAGR 3Y | +20.1% | +26.4% |
| CAGR 5Y | +9.2% | +15.5% |
| Sharpe 3Y | 0.82 | 1.13 |
| Volatility 1Y | 19.81% | 15.55% |
| Max drawdown | -38.91% | -32.72% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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