First Trust Mid Cap Value AlphaDEX Fund (FNK) Alternatives
First Trust Mid Cap Value AlphaDEX Fund (FNK) belongs to the Small Cap Value Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with FNK. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to FNK
FNK charges 0.70% annually. Among ETFs in the Small Cap Value Equities category, these options have the lowest expense ratios among FNK alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| iShares Morningstar Small Cap Value ETF | 0.06% | Jun 28, 2004 | FNK vs ISCV | |
| Vanguard Small-Cap Value ETF | 0.07% | Jan 26, 2004 | FNK vs VBR | |
| Vanguard Russell 2000 Value ETF | 0.10% | Sep 20, 2010 | FNK vs VTWV | |
| Vanguard S&P Small-Cap 600 Value ETF | 0.10% | Sep 7, 2010 | FNK vs VIOV | |
| SPDR S&P 600 Small Cap Value ETF | 0.15% | Sep 29, 2000 | FNK vs SLYV |
Best Risk-Adjusted Alternatives to FNK
Among ETFs in the Small Cap Value Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| iShares International Developed Small Cap Value Fa... | 90 | Mar 23, 2021 | FNK vs ISVL | |
| Avantis US Small Cap Equity ETF | 77 | Jan 11, 2022 | FNK vs AVSC | |
| EA Bridgeway Omni Small-Cap Value ETF | 76 | Dec 31, 2010 | FNK vs BSVO | |
| iShares Russell 2000 Value ETF | 75 | Jul 24, 2000 | FNK vs IWN | |
| Vanguard Russell 2000 Value ETF | 75 | Sep 20, 2010 | FNK vs VTWV |
Top Performing FNK Alternatives (YTD)
FNK alternatives from the Small Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| First Trust Small Cap Value AlphaDEX Fund | 9.36% | Apr 18, 2011 | FNK vs FYT | |
| EA Bridgeway Omni Small-Cap Value ETF | 8.88% | Dec 31, 2010 | FNK vs BSVO | |
| EA Series Trust - Euclidean Fundamental Value ETF | 8.76% | May 17, 2023 | FNK vs ECML | |
| Avantis US Small Cap Value ETF | 8.60% | Sep 24, 2019 | FNK vs AVUV | |
| WisdomTree U.S. SmallCap Quality Dividend Growth F... | 7.11% | Jul 25, 2013 | FNK vs DGRS |
Lowest Volatility Alternatives to FNK
FNK alternatives from the Small Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Bahl & Gaynor Small/Mid Cap Income Growth ETF | 15.98% | Aug 25, 2021 | FNK vs SMIG | |
| iShares International Developed Small Cap Value Fa... | 17.65% | Mar 23, 2021 | FNK vs ISVL | |
| EA Series Trust - Euclidean Fundamental Value ETF | 19.29% | May 17, 2023 | FNK vs ECML | |
| Brandes U.S. Small-Mid Cap Value ETF | 19.31% | Oct 3, 2023 | FNK vs BSMC | |
| Jpmorgan Active Small Cap Value ETF | 19.61% | Mar 7, 2023 | FNK vs JPSV |
Lowest Drawdown Alternatives to FNK
FNK alternatives from the Small Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Bahl & Gaynor Small/Mid Cap Income Growth ETF | -11.92% | Aug 25, 2021 | FNK vs SMIG | |
| Invesco Russell 2000 Dynamic Multifactor ETF | -12.23% | Nov 8, 2017 | FNK vs OMFS | |
| iShares International Developed Small Cap Value Fa... | -12.48% | Mar 23, 2021 | FNK vs ISVL | |
| Jpmorgan Active Small Cap Value ETF | -12.58% | Mar 7, 2023 | FNK vs JPSV | |
| Brandes U.S. Small-Mid Cap Value ETF | -12.60% | Oct 3, 2023 | FNK vs BSMC |
Other ETFs from First Trust
Most popular First Trust ETFs on PortfoliosLab, across asset classes.
Often Compared With FNK
What investors most often compare with FNK, based on PortfoliosLab usage data.
Compare FNK with Any Fund or Stock
Compare FNK with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.