FYT vs SVAL

AFYT

BSVAL

Measures won1–5SVAL wins · of 6 · 5Y

$10,000 · 5Y$14,574SVAL · FYT $14,267

Lowest cost0.05%IJH · $5 on $10k

Most income2.20%SVAL · $220 on $10k

Smallest drop−8.6%FYT · worst fall in 1Y

Held in common24.3%FYT and SVAL

First Trust Small Cap Value AlphaDEX Fund · $178MiShares US Small Cap Value Factor ETF · $162M

+16.8%3 years · per year$15,934 · $17,116+19.6%

+7.4%5 years · per year$14,267 · $14,574+7.8%

0.70%Expense ratio$70 · $20 on $10k · lower wins0.20%

1.84%12-mo yield$184 · $220 on $10k

Cards for this view

FYT

First Trust Small Cap Value AlphaDEX Fund

$14,267

SVAL

iShares US Small Cap Value Factor

$14,574

#
1	BSVAL	iShares US Small Cap Value Factor ETFRead Desk	0.20%	2.20%	−0.7%	+25.0%	+29.4%	+19.6%	+7.8%	−9.0%	$162M
2	AFYT	First Trust Small Cap Value AlphaDEX FundRead Desk	0.70%	1.84%	−1.3%	+25.7%	+29.6%	+16.8%	+7.4%	−8.6%	$178M
3	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	−1.2%	+12.8%	+14.5%	+16.3%	+6.7%	−8.8%	$125.5B

#
1	BSVAL	iShares US Small Cap Value Factor ETFRead Desk	0.20%	2.20%	−0.7%	+25.0%	+29.4%	+19.6%	+7.8%	−9.0%	$162M
2	AFYT	First Trust Small Cap Value AlphaDEX FundRead Desk	0.70%	1.84%	−1.3%	+25.7%	+29.6%	+16.8%	+7.4%	−8.6%	$178M
3	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	−1.2%	+12.8%	+14.5%	+16.3%	+6.7%	−8.8%	$125.5B

Loading…