FTA vs. MOAT
Compare and contrast key facts about First Trust Large Cap Value AlphaDEX Fund (FTA) and VanEck Vectors Morningstar Wide Moat ETF (MOAT).
FTA and MOAT are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. MOAT is a passively managed fund by VanEck that tracks the performance of the Morningstar Wide Moat Focus Index. It was launched on Apr 24, 2012. Both FTA and MOAT are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FTA or MOAT.
Correlation
The correlation between FTA and MOAT is 0.86, 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.
Performance
FTA vs. MOAT - Performance Comparison
Key characteristics
FTA:
0.93
MOAT:
1.10
FTA:
1.40
MOAT:
1.54
FTA:
1.17
MOAT:
1.20
FTA:
1.20
MOAT:
1.98
FTA:
4.35
MOAT:
5.51
FTA:
2.60%
MOAT:
2.37%
FTA:
12.12%
MOAT:
11.81%
FTA:
-62.45%
MOAT:
-33.31%
FTA:
-7.38%
MOAT:
-3.22%
Returns By Period
In the year-to-date period, FTA achieves a 10.75% return, which is significantly lower than MOAT's 12.58% return. Over the past 10 years, FTA has underperformed MOAT with an annualized return of 7.81%, while MOAT has yielded a comparatively higher 13.13% annualized return.
FTA
10.75%
-6.51%
5.84%
11.29%
8.58%
7.81%
MOAT
12.58%
-1.95%
10.00%
13.05%
12.64%
13.13%
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FTA vs. MOAT - Expense Ratio Comparison
FTA has a 0.60% expense ratio, which is higher than MOAT's 0.48% expense ratio.
Risk-Adjusted Performance
FTA vs. MOAT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust Large Cap Value AlphaDEX Fund (FTA) and VanEck Vectors Morningstar Wide Moat ETF (MOAT). 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.
Dividends
FTA vs. MOAT - Dividend Comparison
FTA's dividend yield for the trailing twelve months is around 2.01%, more than MOAT's 1.35% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTA First Trust Large Cap Value AlphaDEX Fund | 2.01% | 2.10% | 2.15% | 1.54% | 2.03% | 1.88% | 2.28% | 1.53% | 1.56% | 2.05% | 1.79% | 1.53% |
MOAT VanEck Vectors Morningstar Wide Moat ETF | 1.35% | 0.86% | 1.25% | 1.08% | 1.45% | 1.31% | 1.79% | 1.07% | 1.17% | 2.13% | 1.34% | 0.79% |
Drawdowns
FTA vs. MOAT - Drawdown Comparison
The maximum FTA drawdown since its inception was -62.45%, which is greater than MOAT's maximum drawdown of -33.31%. Use the drawdown chart below to compare losses from any high point for FTA and MOAT. For additional features, visit the drawdowns tool.
Volatility
FTA vs. MOAT - Volatility Comparison
The current volatility for First Trust Large Cap Value AlphaDEX Fund (FTA) is 3.68%, while VanEck Vectors Morningstar Wide Moat ETF (MOAT) has a volatility of 3.88%. This indicates that FTA experiences smaller price fluctuations and is considered to be less risky than MOAT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.