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FYT vs. MYLD
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

FYT vs. MYLD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in First Trust Small Cap Value AlphaDEX Fund (FYT) and Cambria Micro And Smallcap Shareholder Yield ETF (MYLD). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, FYT achieves a 15.42% return, which is significantly higher than MYLD's 13.45% return.


FYT

1D
-1.70%
1M
-1.10%
YTD
15.42%
6M
14.14%
1Y
34.20%
3Y*
15.03%
5Y*
5.74%
10Y*
9.99%

MYLD

1D
-1.42%
1M
1.39%
YTD
13.45%
6M
13.96%
1Y
36.15%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

FYT vs. MYLD - Yearly Performance Comparison


Correlation

The correlation between FYT and MYLD is 0.93, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.93

Correlation (All Time)
Calculated using the full available price history since Jan 5, 2024

0.93

The correlation between FYT and MYLD has been stable across timeframes, ranging from 0.93 to 0.93 - a consistent structural relationship.

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Return for Risk

FYT vs. MYLD — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FYT
FYT Risk / Return Rank: 6161
Overall Rank
FYT Sharpe Ratio Rank: 5353
Sharpe Ratio Rank
FYT Sortino Ratio Rank: 5858
Sortino Ratio Rank
FYT Omega Ratio Rank: 5252
Omega Ratio Rank
FYT Calmar Ratio Rank: 8080
Calmar Ratio Rank
FYT Martin Ratio Rank: 6464
Martin Ratio Rank

MYLD
MYLD Risk / Return Rank: 6363
Overall Rank
MYLD Sharpe Ratio Rank: 6060
Sharpe Ratio Rank
MYLD Sortino Ratio Rank: 6464
Sortino Ratio Rank
MYLD Omega Ratio Rank: 5959
Omega Ratio Rank
MYLD Calmar Ratio Rank: 7373
Calmar Ratio Rank
MYLD Martin Ratio Rank: 6161
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FYT vs. MYLD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for First Trust Small Cap Value AlphaDEX Fund (FYT) and Cambria Micro And Smallcap Shareholder Yield ETF (MYLD). 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.


FYTMYLDDifference
Sharpe ratioReturn per unit of total volatility

-0.17

Sortino ratioReturn per unit of downside risk

-0.22

Omega ratioGain probability vs. loss probability

1.32

1.36

-0.04

Calmar ratioReturn relative to maximum drawdown

4.12

3.66

+0.46

Martin ratioReturn relative to average drawdown

11.64

10.64

+1.00

FYT vs. MYLD - Sharpe Ratio Comparison

The current FYT Sharpe Ratio is 1.83, which is comparable to the MYLD Sharpe Ratio of 2.00. The chart below compares the historical Sharpe Ratios of FYT and MYLD, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


FYTMYLDDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.83

2.00

-0.17

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.26

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.39

Sharpe Ratio (All Time)

Calculated using the full available price history

0.39

0.65

-0.26

Drawdowns

FYT vs. MYLD - Drawdown Comparison

The maximum FYT drawdown since its inception was -50.48%, which is greater than MYLD's maximum drawdown of -28.23%. Use the drawdown chart below to compare losses from any high point for FYT and MYLD.


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Drawdown Indicators


FYTMYLDDifference

Max Drawdown

Largest peak-to-trough decline

-50.48%

-28.23%

-22.25%

Max Drawdown (1Y)

Largest decline over 1 year

-8.34%

-9.92%

+1.58%

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 Drawdown

Current decline from peak

-2.65%

-1.42%

-1.23%

Average Drawdown

Average peak-to-trough decline

-8.54%

-6.00%

-2.54%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.95%

3.41%

-0.46%

Volatility

FYT vs. MYLD - Volatility Comparison

First Trust Small Cap Value AlphaDEX Fund (FYT) and Cambria Micro And Smallcap Shareholder Yield ETF (MYLD) have volatilities of 4.66% and 4.76%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FYTMYLDDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.66%

4.76%

-0.10%

Volatility (6M)

Calculated over the trailing 6-month period

11.62%

11.94%

-0.32%

Volatility (1Y)

Calculated over the trailing 1-year period

18.90%

18.22%

+0.68%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.56%

19.95%

+2.61%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

25.96%

19.95%

+6.01%

FYT vs. MYLD - Expense Ratio Comparison

FYT has a 0.72% expense ratio, which is higher than MYLD's 0.59% expense ratio.


Dividends

FYT vs. MYLD - Dividend Comparison

FYT's dividend yield for the trailing twelve months is around 1.12%, less than MYLD's 2.10% yield.


PositionTTM20252024202320222021202020192018201720162015
FYT
First Trust Small Cap Value AlphaDEX Fund
1.12%0.94%2.07%1.50%1.36%1.19%0.96%1.44%1.78%1.16%1.16%0.96%
MYLD
Cambria Micro And Smallcap Shareholder Yield ETF
2.10%6.22%3.26%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


With a correlation of 0.93, FYT and MYLD 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.

MYLD has higher volatility (4.76%) compared to FYT (4.66%). In terms of maximum drawdown, FYT dropped -50.48% vs MYLD's -28.23%.

On 1-year performance, MYLD leads with 36.15% vs 34.20% for FYT. On fees, MYLD is cheaper at 0.59% per year. On volatility, FYT has been the lower-risk option at 4.66%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, MYLD has performed better with a 36.15% return vs 34.20%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

MYLD is cheaper with a 0.59% expense ratio, compared with 0.72% for FYT.

MYLD has the higher dividend yield at 2.10%, compared with 1.12% for FYT.

They also come from different issuers: First Trust and Cambria. Their fees differ too: 0.72% for FYT and 0.59% for MYLD.

MYLD currently has the higher Sharpe Ratio (2.00 vs 1.83), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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