Screener
FXO vs FXU
First Trust Financials AlphaDEX Fund vs First Trust Utilities AlphaDEX Fund
Key differences
- Over the last 3 years, FXO has delivered higher annualized returns.
Side-by-side comparison
| FXO | FXU | |
|---|---|---|
| Annual cost (TER) | 0.60% | 0.61% |
| Fund size (AUM) | $1.1B | $898M |
| Since | 2007 | 2007 |
| Dividend yield | 2.15% | 2.11% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +14.3% | +18.0% |
| CAGR 3Y | +21.4% | +18.3% |
| CAGR 5Y | +8.0% | +12.5% |
| Sharpe 3Y | 0.92 | 0.93 |
| Volatility 1Y | 15.72% | 13.08% |
| Max drawdown | -48.55% | -34.81% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to FXO and FXU
Explore further