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FSCS vs SHRY

First Trust SMID Capital Strength ETF vs First Trust Bloomberg Shareholder Yield ETF

FSCS

First Trust SMID Capital Strength ETF

First Trust

Annual cost

0.60%

Fund size

$58M

SHRY

First Trust Bloomberg Shareholder Yield ETF

First Trust

Annual cost

0.60%

Fund size

$18M

Key differences

  • FSCS is significantly larger than SHRY — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, SHRY has delivered higher annualized returns.

Side-by-side comparison

FSCSSHRY
Annual cost (TER)0.60%0.60%
Fund size (AUM)$58M$18M
Since20172017
Dividend yield0.88%1.66%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+1.4%+8.3%
CAGR 3Y+11.1%+15.2%
CAGR 5Y+5.5%+8.5%
Sharpe 3Y0.520.88
Volatility 1Y13.01%10.89%
Max drawdown-43.57%-36.67%

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

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