FYT vs. ACSV
FYT (First Trust Small Cap Value AlphaDEX Fund) and ACSV (American Century Small Cap Value Insights ETF) are both Small Cap Value Equities funds. FYT is passively managed, while ACSV is actively managed. Their correlation of 0.91 suggests significant overlap in exposure. FYT charges 0.72%/yr vs 0.49%/yr for ACSV.
Performance
FYT vs. ACSV - Performance Comparison
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Returns By Period
In the year-to-date period, FYT achieves a 24.77% return, which is significantly higher than ACSV's 21.86% return.
FYT
- 1D
- 0.55%
- 1M
- 2.41%
- 6M
- 18.54%
- YTD
- 24.77%
- 1Y
- 34.81%
- 3Y*
- 15.82%
- 5Y*
- 8.83%
- 10Y*
- 10.50%
ACSV
- 1D
- -0.09%
- 1M
- 1.99%
- 6M
- 16.60%
- YTD
- 21.86%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
FYT vs. ACSV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
FYT First Trust Small Cap Value AlphaDEX Fund | 24.77% | 3.87% |
ACSV American Century Small Cap Value Insights ETF | 21.86% | 0.92% |
Correlation
The correlation between FYT and ACSV is 0.91, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Oct 16, 2025 | 0.91 |
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Return for Risk
FYT vs. ACSV — Risk / Return Rank
FYT
ACSV
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
FYT vs. ACSV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust Small Cap Value AlphaDEX Fund (FYT) and American Century Small Cap Value Insights ETF (ACSV). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FYT | ACSV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.34 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 4.19 | — | — |
| Martin ratioReturn relative to average drawdown | 12.05 | — | — |
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Drawdowns
FYT vs. ACSV - Drawdown Comparison
The maximum FYT drawdown since its inception was -50.48%, which is greater than ACSV's maximum drawdown of -7.39%. Use the drawdown chart below to compare losses from any high point for FYT and ACSV.
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Drawdown Indicators
| FYT | ACSV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.48% | -7.39% | -43.09% |
Max Drawdown (1Y)Largest decline over 1 year | -8.34% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -28.90% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -28.90% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -50.48% | — | — |
Current DrawdownCurrent decline from peak | -0.11% | -0.88% | +0.77% |
Average DrawdownAverage peak-to-trough decline | -8.48% | -1.66% | -6.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.90% | — | — |
Volatility
FYT vs. ACSV - Volatility Comparison
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Volatility by Period
| FYT | ACSV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.33% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 11.44% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 18.38% | 16.02% | +2.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.47% | 16.02% | +6.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.88% | 16.02% | +9.86% |
FYT vs. ACSV - Expense Ratio Comparison
FYT has a 0.72% expense ratio, which is higher than ACSV's 0.49% expense ratio.
Dividends
FYT vs. ACSV - Dividend Comparison
FYT's dividend yield for the trailing twelve months is around 1.47%, more than ACSV's 0.81% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ACSV American Century Small Cap Value Insights ETF | 0.81% | 0.43% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FYT First Trust Small Cap Value AlphaDEX Fund | 1.47% | 0.94% | 2.07% | 1.50% | 1.36% | 1.19% | 0.96% | 1.44% | 1.78% | 1.16% | 1.16% | 0.96% |
Frequently Asked Questions
With a correlation of 0.91, FYT and ACSV move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
On fees, ACSV is cheaper at 0.49% per year. The better choice depends on whether you care most about return, fees, risk, or income.
ACSV is cheaper with a 0.49% expense ratio, compared with 0.72% for FYT.
FYT has the higher dividend yield at 1.47%, compared with 0.81% for ACSV.
They also come from different issuers: First Trust and American Century. Their fees differ too: 0.72% for FYT and 0.49% for ACSV.
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