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PWB vs FYC

Invesco Dynamic Large Cap Growth ETF vs First Trust Small Cap Growth AlphaDEX Fund

PWB

Invesco Dynamic Large Cap Growth ETF

Invesco

Annual cost

0.55%

Fund size

$1.9B

FYC

First Trust Small Cap Growth AlphaDEX Fund

First Trust

Annual cost

0.70%

Fund size

$1.0B

Key differences

  • PWB costs 0.15% less per year.
  • Over the last 3 years, PWB has delivered higher annualized returns.
  • PWB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PWBFYC
Annual cost (TER)0.55%0.70%
Fund size (AUM)$1.9B$1.0B
Since20052011
Dividend yield0.00%0.07%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+47.6%+59.9%
CAGR 3Y+34.1%+27.9%
CAGR 5Y+18.7%+12.0%
Sharpe 3Y1.451.07
Volatility 1Y18.57%21.15%
Max drawdown-32.36%-47.85%

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

Similar to PWB and FYC