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LALT vs FCEF

First Trust Multi-Strategy Alternative ETF vs First Trust Income Opportunity ETF

LALT

First Trust Multi-Strategy Alternative ETF

Annual cost

1.18%

Fund size

$65M

FCEF

First Trust Income Opportunity ETF

Annual cost

3.69%

Fund size

$79M

Key differences

LALT is an alternative ETF, while FCEF is a mixed asset ETF. LALT charges 1.18% a year and FCEF 3.69%.

  • LALT is an alternative fund, while FCEF is a mixed asset fund. They carry different risk/return profiles.
  • LALT follows a multi strategy strategy; FCEF uses active selection.
  • LALT costs 2.51% less per year.
  • Over the last three years, FCEF has delivered higher annualized returns.
  • FCEF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

LALTFCEF
Annual cost (TER)1.18%3.69%
Fund size (AUM)$65M$79M
Since20232016
Dividend yield3.68%6.19%
Asset classalternativemixed asset
Region
Strategymulti strategyactive selection
CAGR 1Y+19.2%+15.3%
CAGR 3Y+10.1%+15.6%
CAGR 5YN/A+5.8%
Sharpe 3Y1.041.15
Volatility 1Y7.01%7.87%
Max drawdown-6.96%-44.81%

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

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