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FYXvsSMLF

FIRST TRUST SMALL CAP CORE ALPHADEX FUND against iShares MSCI USA Small-Cap Multifactor ETF — the fee, the flows, the book, and a year head-to-head.

One year, growth of $100
FYX 135SMLF 123Aug 25Aug 26GROWTH OF $100
Head to head
FYXSMLF
Expense ratio0.15%
Assets$919M$4.3B
Net flow, 1 month+$36M
Net flow, 1 year+$1.5B
Return, YTD+26.0%+17.7%
Return, 1 year+34.0%+23.0%
Avg daily volume30K140K
Holdings526862
ListedDec 2, 2023Apr 27, 2015
Options marketYesYes

MARKED CELLS LEAD ON THAT LINE · LOWER FEE, LARGER ASSETS, STRONGER FLOWS & RETURNS

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