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PGRO vs FYC

Putnam Focused Large Cap Growth ETF vs First Trust Small Cap Growth AlphaDEX Fund

PGRO

Putnam Focused Large Cap Growth ETF

Franklin Templeton Investments

Annual cost

0.49%

Fund size

$107M

FYC

First Trust Small Cap Growth AlphaDEX Fund

First Trust

Annual cost

0.70%

Fund size

$1.0B

Key differences

  • PGRO costs 0.21% less per year.
  • FYC is significantly larger than PGRO — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, FYC has delivered higher annualized returns.
  • FYC has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PGROFYC
Annual cost (TER)0.49%0.70%
Fund size (AUM)$107M$1.0B
Since20212011
Dividend yield0.02%0.07%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+26.4%+56.7%
CAGR 3Y+25.8%+27.1%
CAGR 5YN/A+11.2%
Sharpe 3Y1.071.04
Volatility 1Y16.19%21.07%
Max drawdown-34.73%-47.85%

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

Similar to PGRO and FYC