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FYX vs FXL

First Trust Small Cap Core AlphaDEX Fund vs First Trust Technology AlphaDEX Fund

FYX

First Trust Small Cap Core AlphaDEX Fund

First Trust

Annual cost

0.58%

Fund size

$1.2B

FXL

First Trust Technology AlphaDEX Fund

First Trust

Annual cost

0.60%

Fund size

$1.5B

Key differences

  • Over the last 3 years, FXL has delivered higher annualized returns.

Side-by-side comparison

FYXFXL
Annual cost (TER)0.58%0.60%
Fund size (AUM)$1.2B$1.5B
Since20072007
Dividend yield0.70%0.01%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+46.2%+37.1%
CAGR 3Y+21.1%+26.0%
CAGR 5Y+8.5%+12.5%
Sharpe 3Y0.860.94
Volatility 1Y18.39%21.90%
Max drawdown-48.82%-38.49%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to FYX and FXL