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RDVY vs FYC

First Trust Rising Dividend Achievers ETF vs First Trust Small Cap Growth AlphaDEX Fund

RDVY

First Trust Rising Dividend Achievers ETF

First Trust

Annual cost

0.47%

Fund size

$22.0B

FYC

First Trust Small Cap Growth AlphaDEX Fund

First Trust

Annual cost

0.70%

Fund size

$1.0B

Key differences

  • RDVY costs 0.23% less per year.
  • RDVY is significantly larger than FYC — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, FYC has delivered higher annualized returns.

Side-by-side comparison

RDVYFYC
Annual cost (TER)0.47%0.70%
Fund size (AUM)$22.0B$1.0B
Since20142011
Dividend yield0.94%0.07%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+26.4%+56.7%
CAGR 3Y+21.2%+27.1%
CAGR 5Y+11.1%+11.2%
Sharpe 3Y1.021.04
Volatility 1Y14.09%21.07%
Max drawdown-40.60%-47.85%

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

Similar to RDVY and FYC