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FYT vs FNY

First Trust Small Cap Value AlphaDEX Fund vs First Trust Mid Cap Growth AlphaDEX Fund

FYT

First Trust Small Cap Value AlphaDEX Fund

First Trust

Annual cost

0.70%

Fund size

$183M

FNY

First Trust Mid Cap Growth AlphaDEX Fund

First Trust

Annual cost

0.73%

Fund size

$518M

Key differences

  • Over the last 3 years, FNY has delivered higher annualized returns.

Side-by-side comparison

FYTFNY
Annual cost (TER)0.70%0.73%
Fund size (AUM)$183M$518M
Since20112011
Dividend yield1.10%0.03%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+37.0%+31.0%
CAGR 3Y+16.4%+20.1%
CAGR 5Y+5.8%+9.2%
Sharpe 3Y0.640.82
Volatility 1Y19.16%19.81%
Max drawdown-50.48%-38.91%

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

Similar to FYT and FNY