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A picture of the tape, with the link back to it: the made–lost record behind every Win %, the date of the data, and “not advice” on the card itself.
etftracker.io/issuers/versus?a=first-trust&b=t-rowe-price&p=3y
Issuers / Versus
Swap sidesChange issuersFirst Trust made investors more money ($108B). Both had 100% of their funds make money.
Matchups ledof 7 called · 1 even
First Trust leads
1of 7 called · 1 even3Y · bold = leads · lower fee wins
T. Rowe Price leads
6of 7 called · 1 evenShare of its funds that made money · 3Y · open one to see every fund
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 |
A picture of the tape, with the link back to it: the made–lost record behind every Win %, the date of the data, and “not advice” on the card itself.
etftracker.io/issuers/versus?a=first-trust&b=t-rowe-price&p=3y
The past 3 years. 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