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FXO vs FXL

First Trust Financials AlphaDEX Fund vs First Trust Technology AlphaDEX Fund

FXO

First Trust Financials AlphaDEX Fund

First Trust

Annual cost

0.60%

Fund size

$1.1B

FXL

First Trust Technology AlphaDEX Fund

First Trust

Annual cost

0.60%

Fund size

$1.5B

Key differences

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

Side-by-side comparison

FXOFXL
Annual cost (TER)0.60%0.60%
Fund size (AUM)$1.1B$1.5B
Since20072007
Dividend yield2.15%0.01%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+14.3%+37.1%
CAGR 3Y+21.4%+26.0%
CAGR 5Y+8.0%+12.5%
Sharpe 3Y0.920.94
Volatility 1Y15.72%21.90%
Max drawdown-48.55%-38.49%

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

Similar to FXO and FXL