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FXL vs FXO

First Trust Technology AlphaDEX Fund vs First Trust Financials AlphaDEX Fund

FXL

First Trust Technology AlphaDEX Fund

First Trust

Annual cost

0.60%

Fund size

$1.5B

FXO

First Trust Financials AlphaDEX Fund

First Trust

Annual cost

0.60%

Fund size

$1.1B

Key differences

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

Side-by-side comparison

FXLFXO
Annual cost (TER)0.60%0.60%
Fund size (AUM)$1.5B$1.1B
Since20072007
Dividend yield0.01%2.15%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+37.1%+14.3%
CAGR 3Y+26.0%+21.4%
CAGR 5Y+12.5%+8.0%
Sharpe 3Y0.940.92
Volatility 1Y21.90%15.72%
Max drawdown-38.49%-48.55%

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

Similar to FXL and FXO