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 117 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 Core S&P U.S. Value ETF | 0.04% | 27.02B | Jul 2000 | FTA vs IUSV | |
| iShares Morningstar Value ETF | 0.04% | 1.30B | Jun 2004 | FTA vs ILCV | |
| Vanguard Value ETF | 0.04% | 245.00B | Jan 2004 | FTA vs VTV | |
| Schwab U.S. Large-Cap Value ETF | 0.04% | 15.78B | Dec 2009 | FTA vs SCHV | |
| SPDR Portfolio S&P 500 Value ETF | 0.04% | 35.82B | Sep 2000 | FTA vs SPYV |
Best Risk-Adjusted Alternatives to FTA
FTA has a PortfoliosLab risk / return rank of 86. There are 34 ETFs in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| iShares MSCI USA Value Factor ETF | 96 | 9.78B | Apr 2013 | FTA vs VLUE | |
| Invesco Dynamic Large Cap Value ETF | 95 | 1.62B | Mar 2005 | FTA vs PWV | |
| SEI Enhanced US Large Cap Value Factor ETF | 94 | 956.28M | May 2022 | FTA vs SEIV | |
| Avantis U.S. Large Cap Value ETF | 93 | 16.76B | Sep 2021 | FTA vs AVLV | |
| Schwab Fundamental U.S. Large Company Index ETF | 93 | 26.25B | Aug 2013 | FTA vs FNDX |
Top Performing FTA Alternatives (YTD)
FTA is at 15.56% YTD. There are 46 ETFs in the Large Cap Value Equities category with higher YTD returns, going as high as 42.84%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| iShares MSCI USA Value Factor ETF | 42.84% | 9.78B | Apr 2013 | FTA vs VLUE | |
| Clough Select Equity ETF | 24.90% | 56.12M | Nov 2020 | FTA vs CBSE | |
| Eventide High Dividend ETF | 22.35% | 150.61M | Sep 2024 | FTA vs ELCV | |
| iShares Core Dividend ETF | 22.13% | 1.59B | Nov 2017 | FTA vs DIVB | |
| VictoryShares Free Cash Flow ETF | 21.96% | 8.17B | Jun 2023 | FTA vs VFLO |
Lowest Volatility Alternatives to FTA
FTA has 11.70% 1-year volatility. There are 83 ETFs in the Large Cap Value Equities category with lower 1-year volatility, going as low as 4.16%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| KraneShares Wahed Alternative Income Index ETF | 4.16% | 60.27M | Oct 2025 | FTA vs KWIN | |
| WisdomTree U.S. LargeCap Dividend Fund | 8.96% | 6.21B | Jun 2006 | FTA vs DLN | |
| Bahl & Gaynor Income Growth ETF | 8.98% | 342.03M | Sep 2023 | FTA vs BGIG | |
| Morgan Dempsey Large Cap Value ETF | 9.02% | 32.39M | Apr 2023 | FTA vs MDLV | |
| Absolute Select Value ETF | 9.11% | 142.20M | Jan 2020 | FTA vs ABEQ |
Lowest Drawdown Alternatives to FTA
FTA has a 1-year max drawdown of -5.13%. There are 5 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 Dynamic Large Cap Value ETF | -4.05% | 1.62B | Mar 2005 | FTA vs PWV | |
| First Trust Morningstar Dividend Leaders Index Fun... | -4.27% | 7.48B | Mar 2006 | FTA vs FDL | |
| Morgan Dempsey Large Cap Value ETF | -4.27% | 32.39M | Apr 2023 | FTA vs MDLV | |
| Hartford US Value ETF | -4.93% | 48.88M | Dec 2023 | FTA vs VMAX | |
| Eventide High Dividend ETF | -5.05% | 150.61M | Sep 2024 | FTA vs ELCV |
Other ETFs from First Trust
The 10 most viewed First Trust ETFs shown here include CIBR, GRID, AIRR and span 14 categories. AUM among these funds goes as high as $24B.
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.
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