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FXO vs FYX

First Trust Financials AlphaDEX Fund vs First Trust Small Cap Core AlphaDEX Fund

FXO

First Trust Financials AlphaDEX Fund

First Trust

Annual cost

0.60%

Fund size

$1.1B

FYX

First Trust Small Cap Core AlphaDEX Fund

First Trust

Annual cost

0.58%

Fund size

$1.2B

Side-by-side comparison

FXOFYX
Annual cost (TER)0.60%0.58%
Fund size (AUM)$1.1B$1.2B
Since20072007
Dividend yield2.15%0.70%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+14.3%+46.2%
CAGR 3Y+21.4%+21.1%
CAGR 5Y+8.0%+8.5%
Sharpe 3Y0.920.86
Volatility 1Y15.72%18.39%
Max drawdown-48.55%-48.82%

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

Similar to FXO and FYX