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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 | Nuveen | First Trust |
|---|---|---|
| Funds in the category | 7 | 34 |
| Made money (W–L) | 5–2 | 31–1 |
| Win % | 71% | 97% |
| Money made | $884M | $2.0B |
| Typical return | +14.4% | +14.2% |
| Launches · 2026 | 0 | 1 |
| Assets | $9.9B | $16.7B |
| Fee per $100 | $0.32 | $0.60 |
| Fund | Name | Assets | 1Y |
|---|---|---|---|
| NULG | Nuveen ESG Large-Cap Growth | $2.9B | +5.0% ✓ |
| NULV | Nuveen ESG Large-Cap Value | $2.6B | +24.7% ✓ |
| NUGO | Nuveen Growth Opportunities | $2.3B | −0.0% ✕ |
| NUSC | Nuveen ESG Small-Cap ETF | $1.3B | +15.4% ✓ |
| NUMV | Nuveen ESG Mid-Cap Value | $427M | +20.4% ✓ |
| NUMG | Nuveen ESG Mid-Cap Growth | $311M | −6.6% ✕ |
| 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.