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FYX vs AFMC
First Trust Small Cap Core AlphaDEX Fund vs First Trust Active Factor Mid Cap ETF
Key differences
- FYX costs 0.10% less per year.
- FYX is significantly larger than AFMC — larger funds tend to be more liquid and less likely to close.
- FYX follows a index tracking strategy; AFMC uses active selection.
- FYX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FYX | AFMC | |
|---|---|---|
| Annual cost (TER) | 0.58% | 0.68% |
| Fund size (AUM) | $1.2B | $153M |
| Since | 2007 | 2019 |
| Dividend yield | 0.70% | 0.81% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +49.2% | +29.7% |
| CAGR 3Y | +21.8% | +21.3% |
| CAGR 5Y | +9.3% | +10.9% |
| Sharpe 3Y | 0.88 | 0.98 |
| Volatility 1Y | 18.43% | 15.05% |
| Max drawdown | -48.82% | -42.14% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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