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FNXvsIWN

FIRST TRUST MID CAP CORE ALPHADEX FUND against iShares Russell 2000 Value ETF — the fee, the flows, the book, and a year head-to-head.

One year, growth of $100
FNX 109IWN 118Oct 25Oct 26GROWTH OF $100
Head to head
FNXIWN
Expense ratio—0.24%
Assets$1.2B$13.9B
Net flow, 1 month—+$98M
Net flow, 1 year—−$318M
Return, YTD+9.4%+17.2%
Return, 1 year+8.5%+18.1%
Avg daily volume12K587K
Holdings4521415
ListedNov 18, 2023Jul 24, 2000
Options marketYesYes

MARKED CELLS LEAD ON THAT LINE · LOWER FEE, LARGER ASSETS, STRONGER FLOWS & RETURNS

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