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FXN vs FXH

First Trust Energy AlphaDEX Fund vs First Trust Health Care AlphaDEX Fund

FXN

First Trust Energy AlphaDEX Fund

First Trust

Annual cost

0.63%

Fund size

$1.2B

FXH

First Trust Health Care AlphaDEX Fund

First Trust

Annual cost

0.61%

Fund size

$874M

Key differences

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

Side-by-side comparison

FXNFXH
Annual cost (TER)0.63%0.61%
Fund size (AUM)$1.2B$874M
Since20072007
Dividend yield1.74%0.86%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+55.2%+14.9%
CAGR 3Y+17.7%+3.3%
CAGR 5Y+18.2%+0.7%
Sharpe 3Y0.630.06
Volatility 1Y23.42%15.77%
Max drawdown-80.63%-30.61%

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

Similar to FXN and FXH