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First Trust made investors more money ($34.2B) and had more funds that made money (85%).
The past year, all their funds · Data as of Oct 30, 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 | First Trust | Simplify |
|---|---|---|
| Funds in the category | 34 | 3 |
| Made money (W–L) | 31–1 | 2–0 |
| Win % | 97% | 100% |
| Money made | $2.1B | $4M |
| Typical return | +12.5% | +3.0% |
| Launches · 2026 | 1 | 0 |
| Assets | $16.9B | $329M |
| Fee per $100 | $0.60 | $0.40 |
| Fund | Name | Assets | 1Y |
|---|---|---|---|
| QQEW | First Trust Nasdaq-100 Select Equal Weight ETF | $1.9B | +7.4% ✓ |
| FEX | First Trust Large Cap Core AlphaDEX Fund | $1.6B | +19.1% ✓ |
| FTA | First Trust Large Cap Value AlphaDEX Fund | $1.4B | +26.0% ✓ |
| FPX | First Trust US Equity Opportunities ETF | $1.4B | +3.4% ✓ |
| FYX | First Trust Small Cap Core AlphaDEX Fund | $1.4B | +27.2% ✓ |
| FNX | First Trust Mid Cap Core AlphaDEX Fund | $1.4B | +14.3% ✓ |
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.