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FTC vs FELG

First Trust Large Cap Growth AlphaDEX Fund vs Fidelity Enhanced Large Cap Growth ETF

FTC

First Trust Large Cap Growth AlphaDEX Fund

First Trust

Annual cost

0.58%

Fund size

$1.3B

FELG

Fidelity Enhanced Large Cap Growth ETF

Fidelity Investments

Annual cost

0.18%

Fund size

$5.3B

Key differences

  • FELG costs 0.40% less per year.
  • FELG is significantly larger than FTC — larger funds tend to be more liquid and less likely to close.
  • FTC follows a index tracking strategy; FELG uses active selection.

Side-by-side comparison

FTCFELG
Annual cost (TER)0.58%0.18%
Fund size (AUM)$1.3B$5.3B
Since20072007
Dividend yield0.20%0.36%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+27.3%+28.9%
CAGR 3Y+24.9%N/A
CAGR 5Y+13.2%N/A
Sharpe 3Y1.10N/A
Volatility 1Y17.87%15.56%
Max drawdown-34.66%-23.89%

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

Similar to FTC and FELG