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First Trust made investors more money ($32.0B) and had more funds that made money (87%).
The past year, all their funds · Data as of Nov 3, 2026
Tale of the tape 1Y · lower fee wins
Every dot is one us stocks fund, placed at its 1-year return. Right of the line = made money. The ringed dot is the middle fund.
| BOX SCORE · US STOCKS | Fidelity | First Trust |
|---|---|---|
| Funds in the category | 21 | 34 |
| Made money (W–L) | 16–0 | 31–1 |
| Win % | 100% | 97% |
| Money made | $5.0B | $2.0B |
| Typical return | +15.1% | +14.2% |
| Launches · 2026 | 5 | 1 |
| Assets | $46.5B | $16.7B |
| Fee per $100 | $0.28 | $0.60 |
| Fund | Name | Assets | 1Y |
|---|---|---|---|
| ONEQ | Fidelity Nasdaq Composite Index ETF | $10.9B | +7.6% ✓ |
| FMDE | Fidelity Enhanced Mid Cap ETF | $8.1B | +18.9% ✓ |
| FBCG | Fidelity Blue Chip Growth ETF | $7.6B | +4.4% ✓ |
| FESM | Fidelity Enhanced Small Cap ETF | $6.4B | +24.1% ✓ |
| FSMD | Fidelity Small-Mid Multifactor ETF | $2.5B | +18.5% ✓ |
| FINA | Fidelity MSCI North American Subset Index ETF | $2.1B | — |
| Fund | Name | Assets | 1Y |
|---|---|---|---|
| QQEW | First Trust Nasdaq-100 Select Equal Weight ETF | $1.8B | +4.7% ✓ |
| FEX | First Trust Large Cap Core AlphaDEX Fund | $1.6B | +19.7% ✓ |
| FTA | First Trust Large Cap Value AlphaDEX Fund | $1.5B | +29.8% ✓ |
| FNX | First Trust Mid Cap Core AlphaDEX Fund | $1.4B | +15.9% ✓ |
| FYX | First Trust Small Cap Core AlphaDEX Fund | $1.4B | +29.2% ✓ |
| FPX | First Trust US Equity Opportunities ETF | $1.4B | +0.4% ✓ |
Pairs that hold the same market. Fee = per $100 a year. Returns within 0.1 points are a tie; 5-year returns are per year.
Squares, left to right: fee · 1 year · 5 years, coloured by who won. Most gaps come from different index rules, not fees.
The past year. Win % counts funds, not dollars; money made is estimated from each fund’s assets and return. Categories with fewer than 3 funds on a side are flagged. Not advice.