FTGI vs. FEXD - ETF Comparison
FTGI - First Trust US Equity Income UCITS ETF Acc
The First Trust US Equity Income UCITS ETF Acc is an exchange-traded fund that tracks the Nasdaq US High Equity Income index, focusing on US stocks with high dividend yields and quality screens. The fund aims to provide investors with a diversified portfolio of high-income generating equities, with a total expense ratio of 0.55% per annum.
FEXD - First Trust US Large Cap Core AlphaDEX UCITS ETF Dist
The First Trust US Large Cap Core AlphaDEX UCITS ETF Dist is an equity fund that tracks the Nasdaq AlphaDEX Large Cap Core index, focusing on large-cap companies in the United States. The fund employs a multi-factor strategy, considering growth and value factors, and distributes dividends quarterly. With a total expense ratio of 0.65%, it provides investors with a cost-effective way to access the US large-cap market.
| FTGI | FEXD | |
|---|---|---|
| Fund Name | First Trust US Equity Income UCITS ETF Acc | First Trust US Large Cap Core AlphaDEX UCITS ETF Dist |
| Fund Provider | First Trust | First Trust |
| Index | Nasdaq US High Equity Income | Nasdaq AlphaDEX® Large Cap Core |
| Asset Class | Equity | Equity |
| Listing | EU-listed | EU-listed |
| Expense Ratio | 0.55% | 0.65% |
| Inception Date | 2017-05-09 | 2015-05-28 |
| Number Of Holdings | 149 | 375 |
| Currency | USD | USD |
| Distribution Policy | Accumulating | Distributing |
| Region | United States | United States |
| Investment Style | Dividend | Blend |
| Leveraged | Non-leveraged | Non-leveraged |
Select Timeframe
Key Metrics
Performance Metrics
Risk Metrics
Detailed Returns
Benchmark Comparison
Key Metrics
Performance Metrics
Risk Metrics
Detailed Returns
Benchmark Comparison
Performance Analysis
The performance analysis examines historical data to assess the returns of the investment strategy, including key metrics such as Cumulative returns, End of Year (EoY) returns, and risk-adjusted returns like the Sharpe ratio or the Sortino ratio.
Cumulative Returns
End of Year Returns Table
End of Year Returns
Risk Analysis
The risk analysis refers to an assessment of potential negative events that could lead to a loss of capital. Conducting a risk analysis can help in deciding whether an investment should be made. This is done using risk metrics such as drawdowns, volatility and beta which reflect stakeholders' confidence in the consistency of an investment strategy.
Drawdowns
Drawdowns Table
Monte Carlo Simulation
The Monte Carlo simulation is a statistical method used to forecast portfolio returns by generating a wide range of potential outcomes through random sampling from historical asset price data. It helps investors assess the potential risk and return of a portfolio under various market conditions. The simulation takes into account the initial investment and optionally simulates cash flow scenarios like fixed contributions, fixed withdrawals, or percentage withdrawals.
IMPORTANT: The forecast generated through Monte Carlo simulations is purely hypothetical and does not guarantee future returns. Investment decisions should be made with consideration of various factors, and past performance is not indicative of future results.