Screener
SHRY vs FEX
First Trust Bloomberg Shareholder Yield ETF vs First Trust Large Cap Core AlphaDEX Fund
Key differences
- FEX is significantly larger than SHRY — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, FEX has delivered higher annualized returns.
- FEX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SHRY | FEX | |
|---|---|---|
| Annual cost (TER) | 0.60% | 0.57% |
| Fund size (AUM) | $18M | $1.5B |
| Since | 2017 | 2007 |
| Dividend yield | 1.66% | 0.99% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +8.3% | +29.3% |
| CAGR 3Y | +15.2% | +20.6% |
| CAGR 5Y | +8.5% | +11.1% |
| Sharpe 3Y | 0.88 | 1.11 |
| Volatility 1Y | 10.89% | 12.57% |
| Max drawdown | -36.67% | -39.51% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to SHRY and FEX
Explore further