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IMCG vs FNY
iShares Morningstar Mid-Cap Growth ETF vs First Trust Mid Cap Growth AlphaDEX Fund
Key differences
- IMCG costs 0.67% less per year.
- IMCG is significantly larger than FNY — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, FNY has delivered higher annualized returns.
- IMCG has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IMCG | FNY | |
|---|---|---|
| Annual cost (TER) | 0.06% | 0.73% |
| Fund size (AUM) | $3.5B | $518M |
| Since | 2004 | 2011 |
| Dividend yield | 0.71% | 0.03% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +20.2% | +31.0% |
| CAGR 3Y | +18.4% | +20.1% |
| CAGR 5Y | +8.3% | +9.2% |
| Sharpe 3Y | 0.86 | 0.82 |
| Volatility 1Y | 15.45% | 19.81% |
| Max drawdown | -35.08% | -38.91% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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