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First Trust Small Cap Core AlphaDEX Fund (FYX) belongs to the Small Cap Blend Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with FYX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to FYX

FYX charges 0.63% annually. There are 53 ETFs in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.


Best Risk-Adjusted Alternatives to FYX

FYX has a PortfoliosLab risk / return rank of 90. There is 1 ETF in the Small Cap Blend Equities category with a higher risk-adjusted rank, going as high as 96.


Top Performing FYX Alternatives (YTD)

FYX is at 25.04% YTD. There are 6 ETFs in the Small Cap Blend Equities category with higher YTD returns, going as high as 53.33%.


Lowest Volatility Alternatives to FYX

FYX has 18.23% 1-year volatility. There are 44 ETFs in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 6.58%.


Lowest Drawdown Alternatives to FYX

FYX has a 1-year max drawdown of -7.56%. There are 6 ETFs in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -2.09%.


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 $14B.


Often Compared With FYX

Investors most often compare FYX with FYC, SPMO, IWY. These 19 comparison targets span 9 categories, based on PortfoliosLab usage data.


SymbolNameCategoryRisk / Return RankYTD ReturnAUMInception
First Trust Small Cap Growth AlphaDEX FundSmall Cap Growth Equities
89
25.24%
1.26BApr 2011FYX vs FYC
Invesco S&P 500 Momentum ETFMomentum, S&P 500
62
26.03%
22.01BOct 2015FYX vs SPMO
iShares Russell Top 200 Growth ETFLarge Cap Growth Equities
28
2.97%
16.92BSep 2009FYX vs IWY
Fidelity NASDAQ Composite Index FundLarge Cap Growth Equities
48
13.43%
Sep 2003FYX vs FNCMX
Vanguard Russell 2000 ETFSmall Cap Blend Equities
70
19.78%
17.50BSep 2010FYX vs VTWO
Invesco Russell 2000 Dynamic Multifactor ETFSmall Cap Value Equities
71
18.98%
284.08MNov 2017FYX vs OMFS
SPDR S&P SmallCap 600 ESG ETFSmall Cap Blend Equities7.79MJan 2022FYX vs ESIX
iShares Russell 2000 ETFSmall Cap Blend Equities
69
19.72%
83.34BMay 2000FYX vs IWM
Lazard US Systematic Small Cap Equity ETFSmall Cap Blend Equities
19.19%
52.90MOct 2021FYX vs SYZ
iShares U.S. Small-Cap Equity Factor ETFSmall Cap Blend Equities
63
16.36%
4.13BApr 2015FYX vs SMLF
Overlay Shares Small Cap Equity ETFSmall Cap Blend Equities
74
23.01%
16.00MSep 2019FYX vs OVS
VanEck Semiconductor ETFSemiconductors, Technology Equities
92
62.61%
73.62BDec 2011FYX vs SMH
Opus Small Cap Value Plus ETFSmall Cap Blend Equities
43
13.39%
685.56MJul 2018FYX vs OSCV
abrdn Focused U.S. Small Cap Active ETFSmall Cap Blend Equities
66
24.29%
10.03MJun 2004FYX vs AFSC
iShares Micro-Cap ETFSmall Cap Blend Equities
78
23.21%
1.49BAug 2005FYX vs IWC
Schwab Fundamental U.S. Small Company ETFSmall Cap Blend Equities
64
18.97%
9.18BAug 2013FYX vs FNDA
JPMorgan BetaBuilders U.S. Small Cap Equity ETFSmall Cap Blend Equities
72
20.97%
705.57MNov 2020FYX vs BBSC
Bahl & Gaynor Small Cap Dividend ETFSmall Cap Blend Equities
34
14.41%
142.79MDec 2024FYX vs SCDV
ProShares Russell 2000 Dividend Growers ETFSmall Cap Blend Equities, Dividend
42
17.34%
688.31MFeb 2015FYX vs SMDV

Compare FYX with Any Fund or Stock

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


 

Diversifiers

Pair FYX with funds that move differently

First Trust Small Cap Core AlphaDEX Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FYX.

Explore FYX Diversifiers