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LEGR vs QTEC

First Trust Indxx Innovative Transaction & Process ETF vs First Trust NASDAQ-100-Technology Sector Index Fund

LEGR

First Trust Indxx Innovative Transaction & Process ETF

First Trust

Annual cost

0.65%

Fund size

$129M

QTEC

First Trust NASDAQ-100-Technology Sector Index Fund

First Trust

Annual cost

0.55%

Fund size

$3.1B

Key differences

  • QTEC costs 0.10% less per year.
  • QTEC is significantly larger than LEGR — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, QTEC has delivered higher annualized returns.
  • QTEC has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

LEGRQTEC
Annual cost (TER)0.65%0.55%
Fund size (AUM)$129M$3.1B
Since20182006
Dividend yield1.77%0.00%
Asset classequityequity
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1Y+31.2%+60.9%
CAGR 3Y+23.6%+32.8%
CAGR 5Y+12.4%+17.1%
Sharpe 3Y1.261.08
Volatility 1Y13.60%22.83%
Max drawdown-36.12%-45.54%

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

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