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FXO vs XPND
First Trust Financials AlphaDEX Fund vs First Trust Expanded Technology ETF
Key differences
- FXO costs 0.05% less per year.
- FXO is significantly larger than XPND — larger funds tend to be more liquid and less likely to close.
- FXO follows a index tracking strategy; XPND uses active selection.
- Over the last 3 years, XPND has delivered higher annualized returns.
- FXO has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FXO | XPND | |
|---|---|---|
| Annual cost (TER) | 0.60% | 0.65% |
| Fund size (AUM) | $1.1B | $37M |
| Since | 2007 | 2021 |
| Dividend yield | 2.15% | 0.10% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +14.3% | +27.8% |
| CAGR 3Y | +21.4% | +28.9% |
| CAGR 5Y | +8.0% | N/A |
| Sharpe 3Y | 0.92 | 1.14 |
| Volatility 1Y | 15.72% | 17.70% |
| Max drawdown | -48.55% | -38.00% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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