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FYX vs FEMS
First Trust Small Cap Core AlphaDEX Fund vs First Trust Emerging Markets Small Cap AlphaDEX Fund
Key differences
- FYX costs 0.22% less per year.
- FYX is significantly larger than FEMS — larger funds tend to be more liquid and less likely to close.
- FYX covers north america markets; FEMS covers emerging markets.
- Over the last 3 years, FYX has delivered higher annualized returns.
- FYX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FYX | FEMS | |
|---|---|---|
| Annual cost (TER) | 0.58% | 0.80% |
| Fund size (AUM) | $1.2B | $264M |
| Since | 2007 | 2012 |
| Dividend yield | 0.70% | 4.22% |
| Asset class | equity | equity |
| Region | north america | emerging markets |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +46.2% | +25.3% |
| CAGR 3Y | +21.1% | +14.1% |
| CAGR 5Y | +8.5% | +6.5% |
| Sharpe 3Y | 0.86 | 0.66 |
| Volatility 1Y | 18.39% | 15.66% |
| Max drawdown | -48.82% | -47.85% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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