FTC vs. IWY
Compare and contrast key facts about First Trust Large Cap Growth AlphaDEX Fund (FTC) and iShares Russell Top 200 Growth ETF (IWY).
FTC and IWY are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FTC is a passively managed fund by First Trust that tracks the performance of the NASDAQ AlphaDEX Large Cap Growth Index. It was launched on May 8, 2007. IWY is a passively managed fund by iShares that tracks the performance of the Russell Top 200 Growth Index. It was launched on Sep 22, 2009. Both FTC and IWY 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: FTC or IWY.
Correlation
The correlation between FTC and IWY is 0.90, 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
FTC vs. IWY - Performance Comparison
Key characteristics
FTC:
0.61
IWY:
0.54
FTC:
0.97
IWY:
0.91
FTC:
1.13
IWY:
1.13
FTC:
0.62
IWY:
0.58
FTC:
2.31
IWY:
1.99
FTC:
5.80%
IWY:
6.81%
FTC:
21.97%
IWY:
25.13%
FTC:
-54.05%
IWY:
-32.68%
FTC:
-11.54%
IWY:
-12.86%
Returns By Period
In the year-to-date period, FTC achieves a -4.74% return, which is significantly higher than IWY's -9.46% return. Over the past 10 years, FTC has underperformed IWY with an annualized return of 11.14%, while IWY has yielded a comparatively higher 16.07% annualized return.
FTC
-4.74%
-2.85%
-1.26%
12.65%
15.03%
11.14%
IWY
-9.46%
-1.85%
-4.83%
14.40%
18.59%
16.07%
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FTC vs. IWY - Expense Ratio Comparison
FTC has a 0.60% expense ratio, which is higher than IWY's 0.20% expense ratio.
Risk-Adjusted Performance
FTC vs. IWY — Risk-Adjusted Performance Rank
FTC
IWY
FTC vs. IWY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust Large Cap Growth AlphaDEX Fund (FTC) and iShares Russell Top 200 Growth ETF (IWY). 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
FTC vs. IWY - Dividend Comparison
FTC's dividend yield for the trailing twelve months is around 0.36%, less than IWY's 0.46% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTC First Trust Large Cap Growth AlphaDEX Fund | 0.36% | 0.32% | 0.65% | 0.91% | 0.00% | 0.40% | 0.64% | 0.35% | 0.40% | 0.86% | 0.52% | 0.76% |
IWY iShares Russell Top 200 Growth ETF | 0.46% | 0.42% | 0.68% | 0.88% | 0.50% | 0.71% | 1.06% | 1.32% | 1.26% | 1.51% | 1.58% | 1.44% |
Drawdowns
FTC vs. IWY - Drawdown Comparison
The maximum FTC drawdown since its inception was -54.05%, which is greater than IWY's maximum drawdown of -32.68%. Use the drawdown chart below to compare losses from any high point for FTC and IWY. For additional features, visit the drawdowns tool.
Volatility
FTC vs. IWY - Volatility Comparison
The current volatility for First Trust Large Cap Growth AlphaDEX Fund (FTC) is 14.07%, while iShares Russell Top 200 Growth ETF (IWY) has a volatility of 16.41%. This indicates that FTC experiences smaller price fluctuations and is considered to be less risky than IWY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.