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MMSC vs FAB

First Trust Multi-Manager Small Cap Opportunities ETF vs First Trust Multi Cap Value AlphaDEX Fund

MMSC

First Trust Multi-Manager Small Cap Opportunities ETF

First Trust

Annual cost

0.95%

Fund size

$48M

FAB

First Trust Multi Cap Value AlphaDEX Fund

First Trust

Annual cost

0.66%

Fund size

$139M

Key differences

  • FAB costs 0.29% less per year.
  • Over the last 3 years, MMSC has delivered higher annualized returns.
  • FAB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

MMSCFAB
Annual cost (TER)0.95%0.66%
Fund size (AUM)$48M$139M
Since20212007
Dividend yield0.00%1.58%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+45.2%+27.9%
CAGR 3Y+22.8%+15.9%
CAGR 5YN/A+7.9%
Sharpe 3Y0.880.74
Volatility 1Y22.29%14.02%
Max drawdown-40.82%-47.08%

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

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