FVDvsSPMD
FIRST TRUST VALUE LINE DIVIDEND INDEX FUND against SPDR Portfolio S&P 400 Mid Cap ETF — the fee, the flows, the book, and a year head-to-head.
Head to head
| FVD | SPMD | |
|---|---|---|
| Expense ratio | 0.65% | 0.030% |
| Assets | $9.8B | $18.4B |
| Net flow, 1 month | — | +$184M |
| Net flow, 1 year | — | +$2B |
| Return, YTD | +2.9% | +11.9% |
| Return, 1 year | +2.6% | +12.3% |
| Avg daily volume | 569K | 1.7M |
| Holdings | 170 | 401 |
| Listed | Sep 23, 2023 | Nov 8, 2005 |
| Options market | Yes | Yes |
MARKED CELLS LEAD ON THAT LINE · LOWER FEE, LARGER ASSETS, STRONGER FLOWS & RETURNS