Screener
FYT vs SHRY
First Trust Small Cap Value AlphaDEX Fund vs First Trust Bloomberg Shareholder Yield ETF
Key differences
- SHRY costs 0.10% less per year.
- FYT is significantly larger than SHRY — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, FYT has delivered higher annualized returns.
- FYT has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FYT | SHRY | |
|---|---|---|
| Annual cost (TER) | 0.70% | 0.60% |
| Fund size (AUM) | $183M | $18M |
| Since | 2011 | 2017 |
| Dividend yield | 1.10% | 1.66% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +37.0% | +8.3% |
| CAGR 3Y | +16.4% | +15.2% |
| CAGR 5Y | +5.8% | +8.5% |
| Sharpe 3Y | 0.64 | 0.88 |
| Volatility 1Y | 19.16% | 10.89% |
| Max drawdown | -50.48% | -36.67% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to FYT and SHRY
Explore further