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FSGS vs FPX

First Trust SMID Growth Strength ETF vs First Trust US Equity Opportunities ETF

FSGS

First Trust SMID Growth Strength ETF

Annual cost

0.61%

Fund size

$29M

FPX

First Trust US Equity Opportunities ETF

Annual cost

0.57%

Fund size

$1.3B

Key differences

  • FPX is significantly larger than FSGS — larger funds tend to be more liquid and less likely to close.
  • 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

FSGSFPX
Annual cost (TER)0.61%0.57%
Fund size (AUM)$29M$1.3B
Since20172006
Dividend yield0.00%0.52%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+6.9%+46.1%
CAGR 3Y+8.2%+33.5%
CAGR 5Y+2.9%+11.7%
Sharpe 3Y0.321.10
Volatility 1Y15.31%23.27%
Max drawdown-43.25%-43.14%

Similar to FSGS and FPX