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FYT vs SVAL
First Trust Small Cap Value AlphaDEX Fund vs iShares US Small Cap Value Factor ETF
Key differences
- SVAL costs 0.50% less per year.
- Over the last 3 years, SVAL has delivered higher annualized returns.
- FYT has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FYT | SVAL | |
|---|---|---|
| Annual cost (TER) | 0.70% | 0.20% |
| Fund size (AUM) | $183M | $188M |
| Since | 2011 | 2020 |
| Dividend yield | 1.10% | 2.30% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +37.0% | +36.9% |
| CAGR 3Y | +16.4% | +18.9% |
| CAGR 5Y | +5.8% | +6.5% |
| Sharpe 3Y | 0.64 | 0.74 |
| Volatility 1Y | 19.16% | 18.05% |
| Max drawdown | -50.48% | -27.44% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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