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FYC vs FESM
First Trust Small Cap Growth AlphaDEX Fund vs Fidelity Enhanced Small Cap Core ETF
Key differences
- FESM costs 0.42% less per year.
- FESM is significantly larger than FYC — larger funds tend to be more liquid and less likely to close.
- FYC follows a index tracking strategy; FESM uses index enhanced.
Side-by-side comparison
| FYC | FESM | |
|---|---|---|
| Annual cost (TER) | 0.70% | 0.28% |
| Fund size (AUM) | $1.0B | $5.0B |
| Since | 2011 | 2007 |
| Dividend yield | 0.07% | 0.55% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index enhanced |
| CAGR 1Y | +56.7% | +52.9% |
| CAGR 3Y | +27.1% | N/A |
| CAGR 5Y | +11.2% | N/A |
| Sharpe 3Y | 1.04 | N/A |
| Volatility 1Y | 21.07% | 19.05% |
| Max drawdown | -47.85% | -26.93% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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