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FTAvsSPVM

FIRST TRUST LARGE CAP VALUE ALPHADEX FUND against Invesco S&P 500 Value with Momentum ETF — the fee, the flows, the book, and a year head-to-head.

One year, growth of $100
FTA 114SPVM 112Oct 25Oct 26GROWTH OF $100
Head to head
FTASPVM
Expense ratio—0.39%
Assets$1.2B$130M
Net flow, 1 month—+$2M
Net flow, 1 year—+$54M
Return, YTD+11.3%+7.7%
Return, 1 year+14.4%+11.6%
Avg daily volume29K6K
Holdings188101
ListedNov 15, 2023Jun 16, 2011
Options marketYesYes

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

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