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LGRO vs FYC

Level Four Large Cap Growth Active ETF vs First Trust Small Cap Growth AlphaDEX Fund

LGRO

Level Four Large Cap Growth Active ETF

ALPS

Annual cost

0.50%

Fund size

$125M

FYC

First Trust Small Cap Growth AlphaDEX Fund

First Trust

Annual cost

0.70%

Fund size

$1.0B

Key differences

  • LGRO costs 0.20% less per year.
  • FYC is significantly larger than LGRO — larger funds tend to be more liquid and less likely to close.
  • FYC has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

LGROFYC
Annual cost (TER)0.50%0.70%
Fund size (AUM)$125M$1.0B
Since20232011
Dividend yield0.35%0.07%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+24.8%+56.7%
CAGR 3YN/A+27.1%
CAGR 5YN/A+11.2%
Sharpe 3YN/A1.04
Volatility 1Y15.47%21.07%
Max drawdown-23.26%-47.85%

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

Similar to LGRO and FYC