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FTCS vs FAB

First Trust Capital Strength ETF vs First Trust Multi Cap Value AlphaDEX Fund

FTCS

First Trust Capital Strength ETF

First Trust

Annual cost

0.53%

Fund size

$7.9B

FAB

First Trust Multi Cap Value AlphaDEX Fund

First Trust

Annual cost

0.66%

Fund size

$139M

Key differences

  • FTCS costs 0.13% less per year.
  • FTCS is significantly larger than FAB — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, FAB has delivered higher annualized returns.

Side-by-side comparison

FTCSFAB
Annual cost (TER)0.53%0.66%
Fund size (AUM)$7.9B$139M
Since20062007
Dividend yield1.10%1.58%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+5.3%+27.9%
CAGR 3Y+10.5%+15.9%
CAGR 5Y+6.1%+7.9%
Sharpe 3Y0.630.74
Volatility 1Y9.97%14.02%
Max drawdown-31.93%-47.08%

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

Similar to FTCS and FAB