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FXO vs FXN

First Trust Financials AlphaDEX Fund vs First Trust Energy AlphaDEX Fund

FXO

First Trust Financials AlphaDEX Fund

First Trust

Annual cost

0.60%

Fund size

$1.1B

FXN

First Trust Energy AlphaDEX Fund

First Trust

Annual cost

0.63%

Fund size

$1.2B

Key differences

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

Side-by-side comparison

FXOFXN
Annual cost (TER)0.60%0.63%
Fund size (AUM)$1.1B$1.2B
Since20072007
Dividend yield2.15%1.74%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+14.3%+55.2%
CAGR 3Y+21.4%+17.7%
CAGR 5Y+8.0%+18.2%
Sharpe 3Y0.920.63
Volatility 1Y15.72%23.42%
Max drawdown-48.55%-80.63%

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

Similar to FXO and FXN