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FTDS vs FNK

First Trust Dividend Strength ETF vs First Trust Mid Cap Value AlphaDEX Fund

FTDS

First Trust Dividend Strength ETF

First Trust

Annual cost

0.70%

Fund size

$31M

FNK

First Trust Mid Cap Value AlphaDEX Fund

First Trust

Annual cost

0.74%

Fund size

$217M

Key differences

  • FNK is significantly larger than FTDS — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, FTDS has delivered higher annualized returns.
  • FTDS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FTDSFNK
Annual cost (TER)0.70%0.74%
Fund size (AUM)$31M$217M
Since20062011
Dividend yield1.60%1.54%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+20.4%+21.0%
CAGR 3Y+17.0%+13.8%
CAGR 5Y+6.9%+6.9%
Sharpe 3Y0.870.58
Volatility 1Y13.16%15.67%
Max drawdown-42.47%-50.70%

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

Similar to FTDS and FNK