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FXO vs FNX
First Trust Financials AlphaDEX Fund vs First Trust Mid Cap Core AlphaDEX Fund
Key differences
- Over the last 3 years, FXO has delivered higher annualized returns.
Side-by-side comparison
| FXO | FNX | |
|---|---|---|
| Annual cost (TER) | 0.60% | 0.62% |
| Fund size (AUM) | $1.1B | $1.3B |
| Since | 2007 | 2007 |
| Dividend yield | 2.15% | 0.84% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +14.3% | +27.3% |
| CAGR 3Y | +21.4% | +17.4% |
| CAGR 5Y | +8.0% | +8.5% |
| Sharpe 3Y | 0.92 | 0.75 |
| Volatility 1Y | 15.72% | 16.17% |
| Max drawdown | -48.55% | -43.95% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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