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FXU vs FXN

First Trust Utilities AlphaDEX Fund vs First Trust Energy AlphaDEX Fund

FXU

First Trust Utilities AlphaDEX Fund

First Trust

Annual cost

0.61%

Fund size

$898M

FXN

First Trust Energy AlphaDEX Fund

First Trust

Annual cost

0.63%

Fund size

$1.2B

Side-by-side comparison

FXUFXN
Annual cost (TER)0.61%0.63%
Fund size (AUM)$898M$1.2B
Since20072007
Dividend yield2.11%1.74%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+18.0%+55.2%
CAGR 3Y+18.3%+17.7%
CAGR 5Y+12.5%+18.2%
Sharpe 3Y0.930.63
Volatility 1Y13.08%23.42%
Max drawdown-34.81%-80.63%

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

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