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FYC vs RZG
First Trust Small Cap Growth AlphaDEX Fund vs Invesco S&P SmallCap 600 Pure Growth ETF
Key differences
- RZG costs 0.35% less per year.
- FYC is significantly larger than RZG — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, FYC has delivered higher annualized returns.
- RZG has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FYC | RZG | |
|---|---|---|
| Annual cost (TER) | 0.70% | 0.35% |
| Fund size (AUM) | $1.0B | $121M |
| Since | 2011 | 2006 |
| Dividend yield | 0.07% | 0.42% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +56.7% | +32.2% |
| CAGR 3Y | +27.1% | +18.8% |
| CAGR 5Y | +11.2% | +5.3% |
| Sharpe 3Y | 1.04 | 0.76 |
| Volatility 1Y | 21.07% | 18.58% |
| Max drawdown | -47.85% | -54.02% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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