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FXU vs FXL

First Trust Utilities AlphaDEX Fund vs First Trust Technology AlphaDEX Fund

FXU

First Trust Utilities AlphaDEX Fund

First Trust

Annual cost

0.61%

Fund size

$898M

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

FXUFXL
Annual cost (TER)0.61%0.60%
Fund size (AUM)$898M$1.5B
Since20072007
Dividend yield2.11%0.01%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+18.0%+37.1%
CAGR 3Y+18.3%+26.0%
CAGR 5Y+12.5%+12.5%
Sharpe 3Y0.930.94
Volatility 1Y13.08%21.90%
Max drawdown-34.81%-38.49%

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

Similar to FXU and FXL