Screener
FXN vs FTA
First Trust Energy AlphaDEX Fund vs First Trust Large Cap Value AlphaDEX Fund
Key differences
- FTA costs 0.05% less per year.
- Over the last 3 years, FXN has delivered higher annualized returns.
Side-by-side comparison
| FXN | FTA | |
|---|---|---|
| Annual cost (TER) | 0.63% | 0.58% |
| Fund size (AUM) | $1.2B | $1.3B |
| Since | 2007 | 2007 |
| Dividend yield | 1.74% | 1.68% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +55.2% | +28.3% |
| CAGR 3Y | +17.7% | +16.6% |
| CAGR 5Y | +18.2% | +9.1% |
| Sharpe 3Y | 0.63 | 0.90 |
| Volatility 1Y | 23.42% | 11.76% |
| Max drawdown | -80.63% | -44.97% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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