Screener
FYT vs ISCV
First Trust Small Cap Value AlphaDEX Fund vs iShares Morningstar Small-Cap Value ETF
Key differences
- ISCV costs 0.64% less per year.
- ISCV is significantly larger than FYT — larger funds tend to be more liquid and less likely to close.
- ISCV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FYT | ISCV | |
|---|---|---|
| Annual cost (TER) | 0.70% | 0.06% |
| Fund size (AUM) | $183M | $651M |
| Since | 2011 | 2004 |
| Dividend yield | 1.10% | 1.90% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +37.0% | +29.2% |
| CAGR 3Y | +16.4% | +16.4% |
| CAGR 5Y | +5.8% | +6.7% |
| Sharpe 3Y | 0.64 | 0.69 |
| Volatility 1Y | 19.16% | 16.48% |
| Max drawdown | -50.48% | -51.56% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to FYT and ISCV
Explore further