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Issuers / Versus
Swap sidesChange issuersFirst Trust made investors more money ($32.0B) and had more funds that made money (87%).
Matchups ledof 10 called
First Trust leads
4of 10 called1Y · bold = leads · lower fee wins
T. Rowe Price leads
6of 10 calledShare of its funds that made money · 1Y · open one to see every fund
Every dot is one us stocks fund, placed at its 1-year return. Right of the dashed line = made money; grey = lost. The ringed dot is the middle fund.
| Box score · US stocks | First Trust | T. Rowe Price |
|---|---|---|
| Funds in the category | 34 | 9 |
| Made money (W–L) | 31–1 | 3–3 |
| Win % | 97% | 50% |
| Money made | $2.0B | $1.0B |
| Typical return | +14.2% | +11.1% |
| Launches · 2026 | 1 | 2 |
| Assets | $16.7B | $13.8B |
| Fee per $100 | $0.60 | $0.44 |
The biggest us stocks funds on each side
| 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 tie
| First Trust | Fee | 1Y | 5Y / yr | Market · fee · 1Y · 5Y | 5Y / yr | 1Y | Fee | T. Rowe Price |
|---|---|---|---|---|---|---|---|---|
| US stocks | ||||||||
| FTC | $0.58 | +3.8% | +7.6% | Large growth | +7.5% | −4.8% | $0.57 | TCHP |
| FTA | $0.58 | +29.8% | +11.2% | Large value | — | +28.8% | $0.33 | TVAL |
| FNX | $0.62 | +15.9% | +7.7% | Mid caps | — | — | $0.47 | TMID |
| FYX | $0.58 | +29.2% | +8.9% | Small caps | — | — | $0.59 | TSEE |
| International | ||||||||
| FEM | $0.80 | +17.2% | +7.2% | Emerging markets | — | — | $0.40 | TEMR |
| Bonds & cash | ||||||||
| FMHI | $0.49 | +0.2% | +0.3% | Municipal High Income | — | — | $0.32 | THYM |
| Sectors | ||||||||
| QTEC | $0.55 | +18.9% | +11.2% | US tech | — | +9.5% | $0.63 | TTEQ |
| FBT | $0.55 | +45.2% | +10.8% | Biotech | — | — | $0.55 | TDNA |
| FXH | $0.61 | +25.8% | +3.3% | Health care | — | +20.3% | $0.44 | TMED |
| FXO | $0.60 | +17.4% | +8.8% | Financials | — | +14.3% | $0.44 | TFNS |
| Thematic | ||||||||
| ILDR | $0.75 | +3.7% | +9.3% | Innovation Leaders | — | — | $0.49 | TNXT |
| Income | ||||||||
| RDVY | $0.47 | +19.3% | +11.3% | Dividend stocks | +9.8% | +16.1% | $0.50 | TDVG |
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
| −4.8% |
| TGRT | T. Rowe Price Growth ETF | $1.7B | −3.4% |
| TVAL | T. Rowe Price Value ETF | $1.1B | +28.8% |
| TGRW | T. Rowe Price Growth Stock ETF | $1.1B | −5.5% |