ETFOverlap

First Trust Eurozone AlphaDEX UCITS ETF Acc

UCITSACCEUR
TER0.65%
AUM107 M€
ReplicationPhysical
CurrencyEUR
DomicileIreland
Inception10/2014
Holdings0
DistributionACC
Net Asset Value
About
  • ›Tracks the First Trust Eurozone AlphaDEX index.
  • ›PEA eligible: dividends and capital gains are tax-exempt after 5 years in a French PEA account.
  • ›Accumulating (ACC): dividends reinvested automatically. No dividend tax reporting; ideal for long-term compounding.
  • ›Domiciled in Ireland: withholding tax on US dividends reduced to 15% via the US-Ireland tax treaty.
IndexFirst Trust Eurozone AlphaDEX
IssuerFirst Trust
Performance
1M-2.28%
3M+0.17%
6M+7.12%
YTD+11.04%
1Y+18.41%
CAGR 3Y-72.41%
CAGR 5Y-54.19%
1Y volatility+14.40%
1Y max drawdown-9.50%
Sharpe ratio+1.04Rf = 3.5%

TER cost (base €10,000)

Annual fee65 €
10Y return drag*−1,163 €

* hypothetical 7%/yr gross return

Investment simulator
€

⚠Data available from 15/08/2016

%

TER is already reflected in the price history.

Diversification

Similar ETFs

TickerOverlap1 an
VWCE
0%
+18.4%
CSPX
0%
+20.9%
CNDX
0%
+24.9%
ZPRV
0%
+19.3%
IWDA
0%
+17.0%

Complementary ETFs

TickerOverlap1 an
VWCE
0%
+18.4%
CSPX
0%
+20.9%
CNDX
0%
+24.9%
ZPRV
0%
+19.3%
IWDA
0%
+17.0%

Alternatives & Comparisons

Compare FTGE with…

Help us improve ETF Overlap

We use anonymized Google Analytics to understand how you use the tool and make it better.