Screener
FRTY vs INVN
Alger Mid Cap 40 ETF vs Alger Russell Innovation ETF
Key differences
- FRTY is significantly larger than INVN — larger funds tend to be more liquid and less likely to close.
- FRTY follows a active selection strategy; INVN uses index tracking.
Side-by-side comparison
| FRTY | INVN | |
|---|---|---|
| Annual cost (TER) | 0.60% | 0.55% |
| Fund size (AUM) | $131M | $11M |
| Since | 2021 | 2025 |
| Dividend yield | 0.20% | 0.00% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +27.7% | +13.2% |
| CAGR 3Y | +22.4% | N/A |
| CAGR 5Y | +4.5% | N/A |
| Sharpe 3Y | 0.77 | N/A |
| Volatility 1Y | 25.62% | 20.34% |
| Max drawdown | -53.14% | -26.01% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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