Loading…

Getting the latest data.

AAIUP

BFTA

Measures won0–2FTA wins · of 6 · 5Y

$10,000 · 5Y$17,830VTV · FTA $16,945

Lowest cost0.03%VUG · $3 on $10k

Most income1.81%VTV · $181 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common2.9%AIUP and FTA

FINQ FIRST U.S. Large Cap AI-Managed Equity ETF · $4MFirst Trust Large Cap Value AlphaDEX Fund · $1.5B

[…]3 years · per year[…] · $17,367+20.2%

[…]5 years · per year[…] · $16,945+11.1%

0.70%Expense ratio$70 · $58 on $10k · lower wins0.58%

0.00%12-mo yield$0 · $167 on $10k1.67%

Cards for this view

AIUP

FINQ FIRST U.S. Large Cap AI-Managed Equity

[…]

FTA

First Trust Large Cap Value AlphaDEX Fund

$16,945

MeasureAIUPFTA

Fee0.70%0.58%

Cost on $10k a year$70$58

Yield0.00%1.67%

5 years, per year[…]+11.1%

3 years, per year[…]+20.2%

Worst drop · 1Y[…]−8.1%

Volatility · 1Y[…]11.7%

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.81%	+0.2%	+22.0%	+23.6%	+21.4%	+12.3%	−6.4%	$195.9B
2	BFTA	First Trust Large Cap Value AlphaDEX FundRead Desk	0.58%	1.67%	+0.6%	+23.0%	+26.5%	+20.2%	+11.1%	−8.1%	$1.5B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.9%	+3.9%	+2.8%	+21.6%	+10.1%	−15.1%	$221.0B
4	AAIUP	FINQ FIRST U.S. Large Cap AI-Managed Equity ETFRead Desk	0.70%	0.00%	−2.7%	new	new	new	new	[…]	$4M

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.81%	+0.2%	+22.0%	+23.6%	+21.4%	+12.3%	−6.4%	$195.9B
2	BFTA	First Trust Large Cap Value AlphaDEX FundRead Desk	0.58%	1.67%	+0.6%	+23.0%	+26.5%	+20.2%	+11.1%	−8.1%	$1.5B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.9%	+3.9%	+2.8%	+21.6%	+10.1%	−15.1%	$221.0B
4	AAIUP	FINQ FIRST U.S. Large Cap AI-Managed Equity ETFRead Desk	0.70%	0.00%	−2.7%	new	new	new	new	[…]	$4M