First Trust Large Cap Value AlphaDEX Fund (FTA) belongs to the Large 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 FTA. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FTA
FTA charges 0.60% annually. There are 116 ETFs in the Large Cap Value Equities category with lower expense ratios, going as low as 0.04%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| iShares Morningstar Value ETF | 0.04% | 1.32B | Jun 2004 | FTA vs ILCV | |
| SPDR Portfolio S&P 500 Value ETF | 0.04% | 36.23B | Sep 2000 | FTA vs SPYV | |
| Vanguard Value ETF | 0.04% | 254.20B | Jan 2004 | FTA vs VTV | |
| Schwab U.S. Large-Cap Value ETF | 0.04% | 15.73B | Dec 2009 | FTA vs SCHV | |
| iShares Core S&P U.S. Value ETF | 0.04% | 27.22B | Jul 2000 | FTA vs IUSV |
Best Risk-Adjusted Alternatives to FTA
FTA has a PortfoliosLab risk / return rank of 94. There are 19 ETFs in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Large Cap Value ETF | 97 | 1.72B | Mar 2005 | FTA vs PWV | |
| iShares MSCI USA Value Factor ETF | 97 | 9.07B | Apr 2013 | FTA vs VLUE | |
| VictoryShares Free Cash Flow ETF | 96 | 9.18B | Jun 2023 | FTA vs VFLO | |
| SEI QiM U.S. Large Cap Value Active ETF | 95 | 956.28M | May 2022 | FTA vs SEIV | |
| iShares Russell Top 200 Value ETF | 95 | 3.98B | Sep 2009 | FTA vs IWX |
Top Performing FTA Alternatives (YTD)
FTA is at 18.18% YTD. There are 30 ETFs in the Large Cap Value Equities category with higher YTD returns, going as high as 40.90%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| iShares MSCI USA Value Factor ETF | 40.90% | 9.07B | Apr 2013 | FTA vs VLUE | |
| VictoryShares Free Cash Flow ETF | 26.80% | 9.18B | Jun 2023 | FTA vs VFLO | |
| iShares Core Dividend ETF | 25.34% | 1.71B | Nov 2017 | FTA vs DIVB | |
| Bushido Capital US Equity ETF | 23.03% | 479.57M | Sep 2023 | FTA vs SMRI | |
| Avantis U.S. Large Cap Value ETF | 22.36% | 17.85B | Sep 2021 | FTA vs AVLV |
Lowest Volatility Alternatives to FTA
FTA has 11.61% 1-year volatility. There are 78 ETFs in the Large Cap Value Equities category with lower 1-year volatility, going as low as 4.04%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| KraneShares Wahed Alternative Income Index ETF | 4.04% | 60.32M | Oct 2025 | FTA vs KWIN | |
| Bahl & Gaynor Income Growth ETF | 8.95% | 342.03M | Sep 2023 | FTA vs BGIG | |
| WisdomTree U.S. LargeCap Dividend Fund | 9.03% | 6.25B | Jun 2006 | FTA vs DLN | |
| Absolute Select Value ETF | 9.10% | 143.00M | Jan 2020 | FTA vs ABEQ | |
| Morgan Dempsey Large Cap Value ETF | 9.17% | 32.39M | Apr 2023 | FTA vs MDLV |
Lowest Drawdown Alternatives to FTA
FTA has a 1-year max drawdown of -5.13%. There are 4 ETFs in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -4.05%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Large Cap Value ETF | -4.05% | 1.72B | Mar 2005 | FTA vs PWV | |
| Morgan Dempsey Large Cap Value ETF | -4.27% | 32.39M | Apr 2023 | FTA vs MDLV | |
| First Trust Morningstar Dividend Leaders Index Fun... | -4.27% | 7.77B | Mar 2006 | FTA vs FDL | |
| Hartford US Value ETF | -4.93% | 49.18M | Dec 2023 | FTA vs VMAX | |
| iShares Core High Dividend ETF | -5.18% | 14.90B | Mar 2011 | FTA vs HDV |
Other ETFs from First Trust
The 10 most viewed First Trust ETFs shown here include CIBR, GRID, AIRR and span 16 categories. AUM among these funds goes as high as $25B.
Often Compared With FTA
Investors most often compare FTA with COTZX, GPAIX, SPY. These 20 comparison targets span 13 categories, based on PortfoliosLab usage data.
Compare FTA with Any Fund or Stock
Compare FTA with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FTA with funds that move differently
First Trust Large Cap Value AlphaDEX Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FTA.
Explore FTA Diversifiers