MVAL vs FTA

AMVAL

BFTA

Measures won1–3FTA wins · of 6 · 5Y

$10,000 · 5Y$16,942FTA · IJH $13,809

Lowest cost0.05%IJH · $5 on $10k

Most income1.68%FTA · $168 on $10k

Smallest drop−8.1%FTA · worst fall in 1Y

Held in common6.9%MVAL and FTA

VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETF · $3MFirst Trust Large Cap Value AlphaDEX Fund · $1.5B

[…]3 years · per year[…] · $17,171+19.7%

[…]5 years · per year[…] · $16,941+11.1%

0.50%Expense ratio$50 · $58 on $10k · lower wins0.58%

1.54%12-mo yield$154 · $168 on $10k1.68%

Cards for this view

MVAL

VanEck ETF Trust - VanEck Morningstar Wide Moat Value

[…]

FTA

First Trust Large Cap Value AlphaDEX Fund

$16,941

MeasureMVALFTA

Fee0.50%0.58%

Cost on $10k a year$50$58

Yield1.54%1.68%

5 years, per year[…]+11.1%

3 years, per year[…]+19.7%

Worst drop · 1Y−12.2%−8.1%

Volatility · 1Y15.2%

#
1	BFTA	First Trust Large Cap Value AlphaDEX FundRead Desk	0.58%	1.68%	−0.8%	+22.2%	+26.3%	+19.7%	+11.1%	−8.1%	$1.5B
2	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%	$124.0B
3	AMVAL	VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETFRead Desk	0.50%	1.54%	−0.6%	+13.3%	+18.0%	new	new	−12.2%	$3M

#
1	BFTA	First Trust Large Cap Value AlphaDEX FundRead Desk	0.58%	1.68%	−0.8%	+22.2%	+26.3%	+19.7%	+11.1%	−8.1%	$1.5B
2	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%	$124.0B
3	AMVAL	VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETFRead Desk	0.50%	1.54%	−0.6%	+13.3%	+18.0%	new	new	−12.2%	$3M

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