Screener
TMFS vs FYC
Motley Fool Small-Cap Growth ETF vs First Trust Small Cap Growth AlphaDEX Fund
Key differences
- FYC costs 0.15% less per year.
- FYC is significantly larger than TMFS — larger funds tend to be more liquid and less likely to close.
- TMFS follows a active selection strategy; FYC uses index tracking.
- Over the last 3 years, FYC has delivered higher annualized returns.
- FYC has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| TMFS | FYC | |
|---|---|---|
| Annual cost (TER) | 0.85% | 0.70% |
| Fund size (AUM) | $64M | $1.0B |
| Since | 2018 | 2011 |
| Dividend yield | 0.00% | 0.07% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +1.4% | +56.7% |
| CAGR 3Y | +7.6% | +27.1% |
| CAGR 5Y | -0.7% | +11.2% |
| Sharpe 3Y | 0.29 | 1.04 |
| Volatility 1Y | 19.56% | 21.07% |
| Max drawdown | -48.79% | -47.85% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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