Screener
FTA vs FTCS
First Trust Large Cap Value AlphaDEX Fund vs First Trust Capital Strength ETF
Key differences
Both FTA and FTCS are equity ETFs. FTA charges 0.58% a year and FTCS 0.53%. The main difference: FTCS is much larger than FTA. Larger funds are usually more liquid and less likely to close.
- FTCS is much larger than FTA. Larger funds are usually more liquid and less likely to close.
- Over the last three years, FTA has delivered higher annualized returns.
Side-by-side comparison
| FTA | FTCS | |
|---|---|---|
| Annual cost (TER) | 0.58% | 0.53% |
| Fund size (AUM) | $1.3B | $7.7B |
| Since | 2007 | 2006 |
| Dividend yield | 1.67% | 1.11% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +26.4% | +4.3% |
| CAGR 3Y | +16.7% | +10.0% |
| CAGR 5Y | +9.2% | +5.8% |
| Sharpe 3Y | 0.91 | 0.59 |
| Volatility 1Y | 11.59% | 9.96% |
| Max drawdown | -44.97% | -31.93% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.