FTA vs. FXIFX
Compare and contrast key facts about First Trust Large Cap Value AlphaDEX Fund (FTA) and Fidelity Freedom Index 2030 Fund Investor Class (FXIFX).
FTA is a passively managed fund by First Trust that tracks the performance of the NASDAQ AlphaDEX Large Cap Value Index. It was launched on May 8, 2007. FXIFX is managed by Fidelity. It was launched on Oct 2, 2009.
Performance
FTA vs. FXIFX - Performance Comparison
Loading graphics...
FTA vs. FXIFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FTA First Trust Large Cap Value AlphaDEX Fund | 7.62% | 14.94% | 10.13% | 10.08% | -3.73% | 29.32% | -0.38% | 24.73% | -13.63% | 18.47% |
FXIFX Fidelity Freedom Index 2030 Fund Investor Class | -2.61% | 15.89% | 9.50% | 15.10% | -16.55% | 10.84% | 14.34% | 22.07% | -5.64% | 18.05% |
Returns By Period
In the year-to-date period, FTA achieves a 7.62% return, which is significantly higher than FXIFX's -2.61% return. Over the past 10 years, FTA has outperformed FXIFX with an annualized return of 10.76%, while FXIFX has yielded a comparatively lower 8.19% annualized return.
FTA
- 1D
- 1.02%
- 1M
- -2.30%
- YTD
- 7.62%
- 6M
- 11.94%
- 1Y
- 22.65%
- 3Y*
- 13.95%
- 5Y*
- 9.83%
- 10Y*
- 10.76%
FXIFX
- 1D
- 0.14%
- 1M
- -6.14%
- YTD
- -2.61%
- 6M
- -0.52%
- 1Y
- 11.87%
- 3Y*
- 10.36%
- 5Y*
- 5.23%
- 10Y*
- 8.19%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FTA vs. FXIFX - Expense Ratio Comparison
FTA has a 0.60% expense ratio, which is higher than FXIFX's 0.12% expense ratio.
Return for Risk
FTA vs. FXIFX — Risk / Return Rank
FTA
FXIFX
FTA vs. FXIFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust Large Cap Value AlphaDEX Fund (FTA) and Fidelity Freedom Index 2030 Fund Investor Class (FXIFX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| FTA | FXIFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.33 | 1.20 | +0.13 |
Sortino ratioReturn per unit of downside risk | 1.94 | 1.72 | +0.22 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.25 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.84 | 1.50 | +0.34 |
Martin ratioReturn relative to average drawdown | 8.63 | 6.72 | +1.91 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FTA | FXIFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.33 | 1.20 | +0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.51 | +0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.73 | -0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.70 | -0.32 |
Correlation
The correlation between FTA and FXIFX is 0.82, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
FTA vs. FXIFX - Dividend Comparison
FTA's dividend yield for the trailing twelve months is around 1.73%, less than FXIFX's 3.43% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTA First Trust Large Cap Value AlphaDEX Fund | 1.73% | 1.89% | 2.02% | 2.10% | 2.15% | 1.54% | 2.03% | 1.88% | 2.28% | 1.53% | 1.56% | 2.05% |
FXIFX Fidelity Freedom Index 2030 Fund Investor Class | 3.43% | 3.34% | 2.67% | 2.26% | 2.69% | 2.13% | 2.40% | 16.73% | 2.13% | 1.84% | 1.94% | 2.02% |
Drawdowns
FTA vs. FXIFX - Drawdown Comparison
The maximum FTA drawdown since its inception was -62.45%, which is greater than FXIFX's maximum drawdown of -23.90%. Use the drawdown chart below to compare losses from any high point for FTA and FXIFX.
Loading graphics...
Drawdown Indicators
| FTA | FXIFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.45% | -23.90% | -38.55% |
Max Drawdown (1Y)Largest decline over 1 year | -12.94% | -7.46% | -5.48% |
Max Drawdown (5Y)Largest decline over 5 years | -19.80% | -23.28% | +3.48% |
Max Drawdown (10Y)Largest decline over 10 years | -44.97% | -23.90% | -21.07% |
Current DrawdownCurrent decline from peak | -2.49% | -6.30% | +3.81% |
Average DrawdownAverage peak-to-trough decline | -9.11% | -3.63% | -5.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.76% | 1.67% | +1.09% |
Volatility
FTA vs. FXIFX - Volatility Comparison
The current volatility for First Trust Large Cap Value AlphaDEX Fund (FTA) is 3.26%, while Fidelity Freedom Index 2030 Fund Investor Class (FXIFX) has a volatility of 3.54%. This indicates that FTA experiences smaller price fluctuations and is considered to be less risky than FXIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FTA | FXIFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.26% | 3.54% | -0.28% |
Volatility (6M)Calculated over the trailing 6-month period | 8.36% | 5.85% | +2.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.10% | 10.09% | +7.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.31% | 10.28% | +6.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.01% | 11.21% | +8.80% |