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FYX vs FXO

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

FYX

First Trust Small Cap Core AlphaDEX Fund

First Trust

Annual cost

0.58%

Fund size

$1.2B

FXO

First Trust Financials AlphaDEX Fund

First Trust

Annual cost

0.60%

Fund size

$1.1B

Side-by-side comparison

FYXFXO
Annual cost (TER)0.58%0.60%
Fund size (AUM)$1.2B$1.1B
Since20072007
Dividend yield0.70%2.15%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+46.2%+14.3%
CAGR 3Y+21.1%+21.4%
CAGR 5Y+8.5%+8.0%
Sharpe 3Y0.860.92
Volatility 1Y18.39%15.72%
Max drawdown-48.82%-48.55%

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

Similar to FYX and FXO