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GRW vs FAD

TCW Durable Growth ETF vs First Trust Multi Cap Growth AlphaDEX Fund

GRW

TCW Durable Growth ETF

Annual cost

0.75%

Fund size

$72M

FAD

First Trust Multi Cap Growth AlphaDEX Fund

Annual cost

0.63%

Fund size

$536M

Key differences

Both GRW and FAD are equity ETFs. GRW charges 0.75% a year and FAD 0.63%. The main difference: GRW follows a active selection strategy; FAD uses index enhanced.

  • GRW follows a active selection strategy; FAD uses index enhanced.
  • FAD costs 0.12% less per year.
  • FAD is much larger than GRW. Larger funds are usually more liquid and less likely to close.
  • FAD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

GRWFAD
Annual cost (TER)0.75%0.63%
Fund size (AUM)$72M$536M
Since20162007
Dividend yield0.26%0.09%
Asset classequityequity
Regionnorth america
Strategyactive selectionindex enhanced
CAGR 1Y-8.9%+34.3%
CAGR 3YN/A+23.8%
CAGR 5YN/A+11.0%
Sharpe 3YN/A1.01
Volatility 1Y15.05%19.42%
Max drawdown-23.84%-37.25%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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