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