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FSCS vs FAB

First Trust SMID Capital Strength ETF vs First Trust Multi Cap Value AlphaDEX Fund

FSCS

First Trust SMID Capital Strength ETF

First Trust

Annual cost

0.60%

Fund size

$58M

FAB

First Trust Multi Cap Value AlphaDEX Fund

First Trust

Annual cost

0.66%

Fund size

$139M

Key differences

  • FSCS costs 0.06% less per year.
  • Over the last 3 years, FAB has delivered higher annualized returns.
  • FAB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FSCSFAB
Annual cost (TER)0.60%0.66%
Fund size (AUM)$58M$139M
Since20172007
Dividend yield0.88%1.58%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+1.4%+27.9%
CAGR 3Y+11.1%+15.9%
CAGR 5Y+5.5%+7.9%
Sharpe 3Y0.520.74
Volatility 1Y13.01%14.02%
Max drawdown-43.57%-47.08%

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

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