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SMCP vs FYC

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

SMCP

SMART Mid Cap ETF

Annual cost

Fund size

FYC

First Trust Small Cap Growth AlphaDEX Fund

First Trust

Annual cost

0.70%

Fund size

$1.0B

Key differences

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

Side-by-side comparison

SMCPFYC
Annual cost (TER)0.70%
Fund size (AUM)$1.0B
Since2011
Dividend yield0.07%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+59.9%
CAGR 3YN/A+27.9%
CAGR 5YN/A+12.0%
Sharpe 3YN/A1.07
Volatility 1Y21.15%
Max drawdown-4.57%-47.85%

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

Similar to SMCP and FYC