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FTC vs SHRY
First Trust Large Cap Growth AlphaDEX Fund vs First Trust Bloomberg Shareholder Yield ETF
Key differences
- FTC is significantly larger than SHRY — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, FTC has delivered higher annualized returns.
- FTC has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FTC | SHRY | |
|---|---|---|
| Annual cost (TER) | 0.58% | 0.60% |
| Fund size (AUM) | $1.3B | $18M |
| Since | 2007 | 2017 |
| Dividend yield | 0.20% | 1.66% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +27.3% | +8.3% |
| CAGR 3Y | +24.9% | +15.2% |
| CAGR 5Y | +13.2% | +8.5% |
| Sharpe 3Y | 1.10 | 0.88 |
| Volatility 1Y | 17.87% | 10.89% |
| Max drawdown | -34.66% | -36.67% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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