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FTCE vs SHRY

First Trust New Constructs Core Earnings Leaders ETF vs First Trust Bloomberg Shareholder Yield ETF

FTCE

First Trust New Constructs Core Earnings Leaders ETF

First Trust

Annual cost

0.60%

Fund size

$73M

SHRY

First Trust Bloomberg Shareholder Yield ETF

First Trust

Annual cost

0.60%

Fund size

$18M

Key differences

  • FTCE is significantly larger than SHRY — larger funds tend to be more liquid and less likely to close.
  • SHRY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FTCESHRY
Annual cost (TER)0.60%0.60%
Fund size (AUM)$73M$18M
Since20242017
Dividend yield0.88%1.66%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+33.6%+8.3%
CAGR 3YN/A+15.2%
CAGR 5YN/A+8.5%
Sharpe 3YN/A0.88
Volatility 1Y12.96%10.89%
Max drawdown-18.11%-36.67%

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

Similar to FTCE and SHRY