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FTC vs IWY

First Trust Large Cap Growth AlphaDEX Fund vs iShares Russell Top 200 Growth ETF

FTC

First Trust Large Cap Growth AlphaDEX Fund

First Trust

Annual cost

0.58%

Fund size

$1.3B

IWY

iShares Russell Top 200 Growth ETF

iShares

Annual cost

0.20%

Fund size

$16.5B

Key differences

  • IWY costs 0.38% less per year.
  • IWY is significantly larger than FTC — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, IWY has delivered higher annualized returns.

Side-by-side comparison

FTCIWY
Annual cost (TER)0.58%0.20%
Fund size (AUM)$1.3B$16.5B
Since20072009
Dividend yield0.20%0.35%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+27.3%+28.6%
CAGR 3Y+24.9%+27.2%
CAGR 5Y+13.2%+16.7%
Sharpe 3Y1.101.16
Volatility 1Y17.87%15.63%
Max drawdown-34.66%-32.68%

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

Similar to FTC and IWY