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FXN vs FXO

First Trust Energy AlphaDEX Fund vs First Trust Financials AlphaDEX Fund

FXN

First Trust Energy AlphaDEX Fund

First Trust

Annual cost

0.63%

Fund size

$1.2B

FXO

First Trust Financials AlphaDEX Fund

First Trust

Annual cost

0.60%

Fund size

$1.1B

Key differences

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

Side-by-side comparison

FXNFXO
Annual cost (TER)0.63%0.60%
Fund size (AUM)$1.2B$1.1B
Since20072007
Dividend yield1.74%2.15%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+55.2%+14.3%
CAGR 3Y+17.7%+21.4%
CAGR 5Y+18.2%+8.0%
Sharpe 3Y0.630.92
Volatility 1Y23.42%15.72%
Max drawdown-80.63%-48.55%

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

Similar to FXN and FXO