FTA Alternatives & Similar ETFs

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 108 ETFs in the Large Cap Value Equities category with lower expense ratios, going as low as 0.04%.

Symbol	Name	Expense Ratio	AUM	Inception
IUSV	iShares Core S&P U.S. Value ETF	0.04%	26.12B	Jul 2000	FTA vs IUSV
SCHV	Schwab U.S. Large-Cap Value ETF	0.04%	15.54B	Dec 2009	FTA vs SCHV
SPYV	SPDR Portfolio S&P 500 Value ETF	0.04%	35.22B	Sep 2000	FTA vs SPYV
VTV	Vanguard Value ETF	0.04%	238.00B	Jan 2004	FTA vs VTV
ILCV	iShares Morningstar Value ETF	0.04%	1.27B	Jun 2004	FTA vs ILCV

Best Risk-Adjusted Alternatives to FTA

FTA has a PortfoliosLab risk / return rank of 81. There are 36 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
VLUE	iShares Edge MSCI USA Value Factor ETF	97	15.87B	Apr 2013	FTA vs VLUE
SEIV	SEI Enhanced US Large Cap Value Factor ETF	94	956.28M	May 2022	FTA vs SEIV
LSVD	LSV Disciplined Value ETF	92	617.15M	Dec 2024	FTA vs LSVD
AVLV	Avantis U.S. Large Cap Value ETF	92	12.01B	Sep 2021	FTA vs AVLV
FNDX	Schwab Fundamental U.S. Large Company Index ETF	91	25.47B	Aug 2013	FTA vs FNDX

Top Performing FTA Alternatives (YTD)

FTA is at 11.74% YTD. There are 55 ETFs in the Large Cap Value Equities category with higher YTD returns, going as high as 49.63%.

Symbol	Name	YTD Return	AUM	Inception
VLUE	iShares Edge MSCI USA Value Factor ETF	49.63%	15.87B	Apr 2013	FTA vs VLUE
CBSE	Clough Select Equity ETF	33.42%	52.30M	Nov 2020	FTA vs CBSE
ROE	Astoria US Equal Weight Quality Kings ETF	21.03%	164.26M	Jul 2023	FTA vs ROE
ELCV	Eventide High Dividend ETF	20.80%	150.61M	Sep 2024	FTA vs ELCV
VFLO	Victoryshares Free Cash Flow ETF	20.63%	7.20B	Jun 2023	FTA vs VFLO

Lowest Volatility Alternatives to FTA

FTA has 11.54% 1-year volatility. There are 82 ETFs in the Large Cap Value Equities category with lower 1-year volatility, going as low as 8.75%.

Symbol	Name	Volatility 1Y	AUM	Inception
MDLV	Morgan Dempsey Large Cap Value ETF	8.75%	32.39M	Apr 2023	FTA vs MDLV
FUNL	CornerCap Fundametrics Large-Cap ETF FUNL	8.82%	212.00M	Aug 2020	FTA vs FUNL
ABEQ	Absolute Select Value ETF	8.93%	140.50M	Jan 2020	FTA vs ABEQ
BGIG	Bahl & Gaynor Income Growth ETF	9.00%	342.03M	Sep 2023	FTA vs BGIG
DTD	WisdomTree U.S. Total Dividend Fund	9.28%	1.58B	Jun 2006	FTA vs DTD

Lowest Drawdown Alternatives to FTA

FTA has a 1-year max drawdown of -5.13%. There are 8 ETFs in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -3.83%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
FUNL	CornerCap Fundametrics Large-Cap ETF FUNL	-3.83%	212.00M	Aug 2020	FTA vs FUNL
PWV	Invesco Dynamic Large Cap Value ETF	-4.05%	1.50B	Mar 2005	FTA vs PWV
FDL	First Trust Morningstar Dividend Leaders Index Fun...	-4.27%	7.39B	Mar 2006	FTA vs FDL
MDLV	Morgan Dempsey Large Cap Value ETF	-4.27%	32.39M	Apr 2023	FTA vs MDLV
GCOW	Pacer Global Cash Cows Dividend ETF	-4.77%	3.35B	Feb 2016	FTA vs GCOW

Other ETFs from First Trust

The 10 most viewed First Trust ETFs shown here include CIBR, GRID, NFTY and span 11 categories. AUM among these funds goes as high as $14B.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
CIBR	First Trust NASDAQ Cybersecurity ETF	Technology Equities, Cybersecurity	32	32.24%	13.68B	Jul 2015	FTA vs CIBR
GRID	First Trust Nasdaq Clean Edge Smart GRID Infrastru...	Alternative Energy Equities	81	29.13%	11.29B	Nov 2009	FTA vs GRID
NFTY	First Trust India NIFTY 50 Equal Weight ETF	Asia Pacific Equities	4	-8.47%	133.88M	Feb 2012	FTA vs NFTY
AIRR	First Trust RBA American Industrial Renaissance ET...	Building & Construction	81	31.07%	10.62B	Mar 2014	FTA vs AIRR
IGLD	FT Cboe Vest Gold Strategy Target Income ETF	Precious Metals, Gold	30	2.52%	591.41M	Mar 2021	FTA vs IGLD
FTXL	First Trust Nasdaq Semiconductor ETF	Semiconductors, Technology Equities	97	111.04%	2.52B	Sep 2016	FTA vs FTXL
TDIV	First Trust NASDAQ Technology Dividend Index Fund	Technology Equities, Dividend	88	32.96%	4.66B	Aug 2012	FTA vs TDIV
KNG	FT Cboe Vest S&P 500 Dividend Aristocrats Target I...	Dividend, S&P 500	21	2.25%	3.28B	Mar 2018	FTA vs KNG
QCLN	First Trust NASDAQ Clean Edge Green Energy Index F...	Alternative Energy Equities	91	53.57%	895.30M	Feb 2007	FTA vs QCLN
ROBT	First Trust Nasdaq Artificial Intelligence & Robot...	Technology Equities, Robotics	37	16.22%	763.61M	Feb 2018	FTA vs ROBT

Often Compared With FTA

Investors most often compare FTA with COTZX, GPAIX, SPY. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
COTZX	Columbia Thermostat Fund	Tactical Allocation	78	3.44%	—	Sep 2002	FTA vs COTZX
GPAIX	Grant Park Multi Alternative Strategies Fund	Macro Trading	47	5.44%	—	Dec 2013	FTA vs GPAIX
SPY	State Street SPDR S&P 500 ETF	S&P 500	75	11.69%	781.00B	Jan 1993	FTA vs SPY
MOAT	VanEck Vectors Morningstar Wide Moat ETF	Large Cap Blend Equities	33	0.44%	11.84B	Apr 2012	FTA vs MOAT
FNCMX	Fidelity NASDAQ Composite Index Fund	Large Cap Growth Equities	70	16.79%	—	—	FTA vs FNCMX
^GSPC	S&P 500 Index		79	11.16%	—	—	FTA vs ^GSPC
XLG	Invesco S&P 500 Top 50 ETF	S&P 500	62	8.82%	11.15B	May 2005	FTA vs XLG
SPYG	State Street SPDR Portfolio S&P 500 Growth ETF	S&P 500, Large Cap Growth Equities	63	14.87%	53.61B	Sep 2000	FTA vs SPYG
FXIFX	Fidelity Freedom Index 2030 Fund Investor Class	Target Retirement Date	69	7.72%	—	Oct 2009	FTA vs FXIFX
PRXV	Praxis Impact Large Cap Value ETF	Large Cap Value Equities, ESG	—	—	53.64M	Apr 2025	FTA vs PRXV
SPLV	Invesco S&P 500 Low Volatility ETF	S&P 500, Large Cap Value Equities	8	1.23%	6.91B	May 2011	FTA vs SPLV
LGLV	SPDR SSGA US Large Cap Low Volatility Index ETF	Volatility Hedged Equity	13	0.89%	1.12B	Feb 2013	FTA vs LGLV
SCHG	Schwab U.S. Large-Cap Growth ETF	Large Cap Growth Equities	43	7.74%	61.08B	Dec 2009	FTA vs SCHG
VOO	Vanguard S&P 500 ETF	S&P 500	75	11.69%	1.60T	Sep 2010	FTA vs VOO
IWD	iShares Russell 1000 Value ETF	Large Cap Value Equities	83	14.21%	75.56B	May 2000	FTA vs IWD
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	82	19.01%	94.95B	Oct 2011	FTA vs SCHD
DIVZ	Opal Dividend Income ETF	Large Cap Value Equities	33	3.37%	247.48M	Jan 2021	FTA vs DIVZ
EWI	iShares MSCI Italy ETF	Europe Equities	44	9.50%	660.75M	Mar 1996	FTA vs EWI
DLN	WisdomTree US LargeCap Dividend ETF	Large Cap Growth Equities, Dividend	80	10.49%	6.04B	Jun 2006	FTA vs DLN
IGF	iShares Global Infrastructure ETF	Industrials Equities	46	8.67%	10.60B	Dec 2007	FTA vs IGF

Compare FTA with Any Fund or Stock

Compare FTA with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

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

First Trust Large Cap Value AlphaDEX Fund (FTA) Alternatives