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FYT vs FNK
First Trust Small Cap Value AlphaDEX Fund vs First Trust Mid Cap Value AlphaDEX Fund
Key differences
- Over the last 3 years, FYT has delivered higher annualized returns.
Side-by-side comparison
| FYT | FNK | |
|---|---|---|
| Annual cost (TER) | 0.70% | 0.74% |
| Fund size (AUM) | $183M | $217M |
| Since | 2011 | 2011 |
| Dividend yield | 1.10% | 1.54% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +37.0% | +21.0% |
| CAGR 3Y | +16.4% | +13.8% |
| CAGR 5Y | +5.8% | +6.9% |
| Sharpe 3Y | 0.64 | 0.58 |
| Volatility 1Y | 19.16% | 15.67% |
| Max drawdown | -50.48% | -50.70% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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