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First Trust Financials AlphaDEX ETF (FXO) Exchange-traded Fund (ETF)

The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an equity index called the StrataQuant(R) Financials Index. The fund normally invests at least 90% of net assets in common stocks that comprise the index. The index is a modified equal-dollar weighted index designed by NYSE Euronext to objectively identify and select stocks from the Russell 1000(R) Index in the financial services sector that may generate positive alpha relative to traditional passive-style indices through the use of the AlphaDEX(R) screening methodology. The fund is non-diversified.
FXO ETF Inception Date: May 8, 2007
FXO ETF Family: First Trust
FXO ETF Category: Financial
FXO ETF Net Asset: $200.93M
FXO ETF Year-to-Date Performance 17.29%
FXO ETF 1 Year Performance 2.94%
FXO ETF 3 Year Performance 30.77%

 

Compare First Trust Financials AlphaDEX ETF (FXO) within Financial category

Compare First Trust Financials AlphaDEX ETF (FXO) with other Financial category EFTs

ETFYear to DateOne YearThree Year
PowerShares KBW High Dividend Y (KBWD)12.61%9.47%0
SPDR KBW Regional Banking (KRE)17.02%8.99%15.94%
PowerShares S&P SmallCap Financials (PSCF)10.90%8.63%0
PowerShares Dynamic Banking (PJB)14.90%6.24%6.47%
First Trust NASDAQ ABA Community Bank (QABA)12.96%4.74%2.84%
iShares Dow Jones US Regional Banks (IAT)17.52%3.47%18.48%
PowerShares Dynamic Financials (PFI)13.28%2.27%15.18%
iShares MSCI Far East Financials Index (FEFN)21.17%0.99%0
iShares Dow Jones US Financial Sector (IYF)19.66%0.63%22.98%

 

Compare First Trust Financials AlphaDEX ETF (FXO) ETF with top Financial Mutual Funds

Compare Mutual Funds with ETFs

FundYTD%1 Year3 YearMojo Score
Financial Category Average15.95-2.5517.46
Burnham Financial Services A10.25-2.2911.090.92
Fidelity Select Insurance Port10.080.3622.910.84
1919 Financial Services A13.994.2815.640.83
Emerald Banking and Finance A10.362.6410.740.81
Davis Financial A14.26-0.1723.710.79
Franklin Mutual Financial Services Z9.90-4.4011.410.79
Davis Financial Y14.330.0323.870.79
Franklin Mutual Financial Services A9.77-4.6711.080.76
1919 Financial Services C13.743.5614.840.76
Emerald Banking and Finance C10.172.0410.020.76
Davis Financial B14.00-1.3022.350.74
Fidelity Select Banking Portfolio19.163.0225.500.73

 

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