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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=t-rowe-price&b=first-trust&p=1m
Issuers / Versus
Swap sidesChange issuersT. Rowe Price lost investors less money (−$453M) and had more funds that made money (54%).
Matchups ledof 12 called
T. Rowe Price leads
5of 12 called1M · bold = leads · lower fee wins
First Trust leads
7of 12 calledShare of its funds that made money · 1M · open one to see every fund
Pairs that hold the same market · fee per $100 a year · returns within 0.1 points tie
| T. Rowe Price | Fee | 1Y | 5Y / yr | Market · fee · 1Y · 5Y | 5Y / yr | 1Y | Fee | First Trust |
|---|---|---|---|---|---|---|---|---|
| US stocks | ||||||||
| TCHP | $0.57 | −4.8% | +7.5% | Large growth | +7.6% | +3.8% | $0.58 | FTC |
| TVAL | $0.33 | +28.8% | — | Large value | +11.2% | +29.8% | $0.58 | FTA |
| TMID | $0.47 | — | — | Mid caps | +7.7% | +15.9% | $0.62 | FNX |
| TSEE | $0.59 | — | — | Small caps | +8.9% | +29.2% | $0.58 | FYX |
| International | ||||||||
| TEMR | $0.40 | — | — | Emerging markets | +7.2% | +17.2% | $0.80 | FEM |
| Bonds & cash | ||||||||
| THYM | $0.32 | — | — | High Income Municipal | +0.3% | +0.2% | $0.49 | FMHI |
| Sectors | ||||||||
| TTEQ | $0.63 | +9.5% | — | US tech | +11.2% | +18.9% | $0.55 | QTEC |
| TDNA | $0.55 | — | — | Biotech | +10.8% | +45.2% | $0.55 | FBT |
| TMED | $0.44 | +20.3% | — | Health care | +3.3% | +25.8% | $0.61 | FXH |
| TFNS | $0.44 | +14.3% | — | Financials | +8.8% | +17.4% | $0.60 | FXO |
| Thematic | ||||||||
| TNXT | $0.49 | — | — | Innovation Leaders | +9.3% | +3.7% | $0.75 | ILDR |
| Income | ||||||||
| TDVG | $0.50 | +16.1% | +9.8% | Dividend stocks | +11.3% | +19.3% | $0.47 | RDVY |
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=t-rowe-price&b=first-trust&p=1m
The past month. 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