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FPX vs USPX

First Trust US Equity Opportunities ETF vs Franklin U.S. Equity Index ETF

FPX

First Trust US Equity Opportunities ETF

First Trust

Annual cost

0.57%

Fund size

$1.3B

USPX

Franklin U.S. Equity Index ETF

Franklin Templeton Investments

Annual cost

0.03%

Fund size

$1.8B

Key differences

  • USPX costs 0.54% less per year.
  • Over the last 3 years, FPX has delivered higher annualized returns.
  • FPX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FPXUSPX
Annual cost (TER)0.57%0.03%
Fund size (AUM)$1.3B$1.8B
Since20062016
Dividend yield0.52%1.09%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+43.6%+28.8%
CAGR 3Y+32.8%+23.3%
CAGR 5Y+11.1%+12.6%
Sharpe 3Y1.081.22
Volatility 1Y23.17%12.24%
Max drawdown-43.14%-31.21%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to FPX and USPX