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ILCG vs FAD

iShares Morningstar Growth ETF vs First Trust Multi Cap Growth AlphaDEX Fund

ILCG

iShares Morningstar Growth ETF

iShares

Annual cost

0.04%

Fund size

$2.9B

FAD

First Trust Multi Cap Growth AlphaDEX Fund

First Trust

Annual cost

0.63%

Fund size

$480M

Key differences

  • ILCG costs 0.59% less per year.
  • ILCG is significantly larger than FAD — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, ILCG has delivered higher annualized returns.

Side-by-side comparison

ILCGFAD
Annual cost (TER)0.04%0.63%
Fund size (AUM)$2.9B$480M
Since20042007
Dividend yield0.44%0.10%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+29.5%+34.2%
CAGR 3Y+27.5%+24.0%
CAGR 5Y+15.0%+11.7%
Sharpe 3Y1.161.04
Volatility 1Y16.38%18.41%
Max drawdown-35.38%-37.25%

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

Similar to ILCG and FAD