Skip to content
Beacon
Screener

RKSG vs FNY

Ruk Strategic Growth ETF vs First Trust Mid Cap Growth AlphaDEX Fund

RKSG

Ruk Strategic Growth ETF

Ruk Funds

Annual cost

0.50%

Fund size

$1M

FNY

First Trust Mid Cap Growth AlphaDEX Fund

First Trust

Annual cost

0.73%

Fund size

$518M

Key differences

  • RKSG costs 0.23% less per year.
  • FNY is significantly larger than RKSG — larger funds tend to be more liquid and less likely to close.
  • FNY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

RKSGFNY
Annual cost (TER)0.50%0.73%
Fund size (AUM)$1M$518M
Since20262011
Dividend yield0.03%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1YN/A+31.0%
CAGR 3YN/A+20.1%
CAGR 5YN/A+9.2%
Sharpe 3YN/A0.82
Volatility 1Y19.81%
Max drawdown-1.85%-38.91%

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

Similar to RKSG and FNY