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LGRO vs FYT

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

LGRO

Level Four Large Cap Growth Active ETF

ALPS

Annual cost

0.50%

Fund size

$125M

FYT

First Trust Small Cap Value AlphaDEX Fund

First Trust

Annual cost

0.70%

Fund size

$183M

Key differences

  • LGRO costs 0.20% less per year.
  • FYT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

LGROFYT
Annual cost (TER)0.50%0.70%
Fund size (AUM)$125M$183M
Since20232011
Dividend yield0.35%1.10%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+24.8%+37.0%
CAGR 3YN/A+16.4%
CAGR 5YN/A+5.8%
Sharpe 3YN/A0.64
Volatility 1Y15.47%19.16%
Max drawdown-23.26%-50.48%

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

Similar to LGRO and FYT