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FYC vs IWY

First Trust Small Cap Growth AlphaDEX Fund vs iShares Russell Top 200 Growth ETF

FYC

First Trust Small Cap Growth AlphaDEX Fund

First Trust

Annual cost

0.70%

Fund size

$1.0B

IWY

iShares Russell Top 200 Growth ETF

iShares

Annual cost

0.20%

Fund size

$16.5B

Key differences

  • IWY costs 0.50% less per year.
  • IWY is significantly larger than FYC — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

FYCIWY
Annual cost (TER)0.70%0.20%
Fund size (AUM)$1.0B$16.5B
Since20112009
Dividend yield0.07%0.35%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+56.7%+28.6%
CAGR 3Y+27.1%+27.2%
CAGR 5Y+11.2%+16.7%
Sharpe 3Y1.041.16
Volatility 1Y21.07%15.63%
Max drawdown-47.85%-32.68%

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

Similar to FYC and IWY