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FTC vs IWO
First Trust Large Cap Growth AlphaDEX Fund vs iShares Russell 2000 Growth ETF
Key differences
- IWO costs 0.34% less per year.
- IWO is significantly larger than FTC — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, FTC has delivered higher annualized returns.
- IWO has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FTC | IWO | |
|---|---|---|
| Annual cost (TER) | 0.58% | 0.24% |
| Fund size (AUM) | $1.3B | $13.9B |
| Since | 2007 | 2000 |
| Dividend yield | 0.20% | 0.42% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +27.3% | +40.1% |
| CAGR 3Y | +24.9% | +18.8% |
| CAGR 5Y | +13.2% | +5.9% |
| Sharpe 3Y | 1.10 | 0.72 |
| Volatility 1Y | 17.87% | 21.33% |
| Max drawdown | -34.66% | -42.01% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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