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RND vs FXO

First Trust Bloomberg R&D Leaders ETF vs First Trust Financials AlphaDEX Fund

RND

First Trust Bloomberg R&D Leaders ETF

First Trust

Annual cost

0.60%

Fund size

$5M

FXO

First Trust Financials AlphaDEX Fund

First Trust

Annual cost

0.60%

Fund size

$1.1B

Key differences

  • FXO is significantly larger than RND — larger funds tend to be more liquid and less likely to close.
  • FXO has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

RNDFXO
Annual cost (TER)0.60%0.60%
Fund size (AUM)$5M$1.1B
Since20242007
Dividend yield0.00%2.15%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+27.9%+14.3%
CAGR 3YN/A+21.4%
CAGR 5YN/A+8.0%
Sharpe 3YN/A0.92
Volatility 1Y15.83%15.72%
Max drawdown-23.52%-48.55%

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

Similar to RND and FXO