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IWY vs FTC

iShares Russell Top 200 Growth ETF vs First Trust Large Cap Growth AlphaDEX Fund

IWY

iShares Russell Top 200 Growth ETF

iShares

Annual cost

0.20%

Fund size

$16.5B

FTC

First Trust Large Cap Growth AlphaDEX Fund

First Trust

Annual cost

0.58%

Fund size

$1.3B

Key differences

  • IWY costs 0.38% less per year.
  • IWY is significantly larger than FTC — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, IWY has delivered higher annualized returns.

Side-by-side comparison

IWYFTC
Annual cost (TER)0.20%0.58%
Fund size (AUM)$16.5B$1.3B
Since20092007
Dividend yield0.35%0.20%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+28.6%+27.3%
CAGR 3Y+27.2%+24.9%
CAGR 5Y+16.7%+13.2%
Sharpe 3Y1.161.10
Volatility 1Y15.63%17.87%
Max drawdown-32.68%-34.66%

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

Similar to IWY and FTC