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FXH vs FTA

First Trust Health Care AlphaDEX Fund vs First Trust Large Cap Value AlphaDEX Fund

FXH

First Trust Health Care AlphaDEX Fund

First Trust

Annual cost

0.61%

Fund size

$874M

FTA

First Trust Large Cap Value AlphaDEX Fund

First Trust

Annual cost

0.58%

Fund size

$1.3B

Key differences

  • Over the last 3 years, FTA has delivered higher annualized returns.

Side-by-side comparison

FXHFTA
Annual cost (TER)0.61%0.58%
Fund size (AUM)$874M$1.3B
Since20072007
Dividend yield0.86%1.68%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+14.9%+28.3%
CAGR 3Y+3.3%+16.6%
CAGR 5Y+0.7%+9.1%
Sharpe 3Y0.060.90
Volatility 1Y15.77%11.76%
Max drawdown-30.61%-44.97%

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

Similar to FXH and FTA