Screener
FYT vs FIVA
First Trust Small Cap Value AlphaDEX Fund vs Fidelity International Value Factor ETF
Key differences
- FIVA costs 0.52% less per year.
- FYT covers north america markets; FIVA covers global.
- Over the last 3 years, FIVA has delivered higher annualized returns.
- FYT has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FYT | FIVA | |
|---|---|---|
| Annual cost (TER) | 0.70% | 0.18% |
| Fund size (AUM) | $183M | $533M |
| Since | 2011 | 2018 |
| Dividend yield | 1.10% | 2.63% |
| Asset class | equity | equity |
| Region | north america | global |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +37.0% | +35.7% |
| CAGR 3Y | +16.4% | +21.9% |
| CAGR 5Y | +5.8% | +12.5% |
| Sharpe 3Y | 0.64 | 1.16 |
| Volatility 1Y | 19.16% | 15.23% |
| Max drawdown | -50.48% | -39.60% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to FYT and FIVA
Explore further