Skip to content
Beacon
Screener

SMCP vs FNY

Smart Mid Cap Etf vs First Trust Mid Cap Growth AlphaDEX Fund

SMCP

SMART Mid Cap ETF

Annual cost

Fund size

FNY

First Trust Mid Cap Growth AlphaDEX Fund

First Trust

Annual cost

0.73%

Fund size

$518M

Key differences

  • SMCP follows a active selection strategy; FNY uses index tracking.

Side-by-side comparison

SMCPFNY
Annual cost (TER)0.73%
Fund size (AUM)$518M
Since2011
Dividend yield0.03%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+34.7%
CAGR 3YN/A+21.2%
CAGR 5YN/A+10.1%
Sharpe 3YN/A0.86
Volatility 1Y19.97%
Max drawdown-4.57%-38.91%

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

Similar to SMCP and FNY