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FX
First Trust Utilities AlphaDEX Fund
FXU
Volume
326.67K
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FX
FXU
FX
First Trust Utilities AlphaDEX Fund
FXU
News
·
Should You Invest in the First Trust Utilities AlphaDEX ETF (FXU)?
AUM
N/A
Volume
326.67K
Yield
2.84%
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Should You Invest in the First Trust Utilities AlphaDEX ETF (FXU)?
The article reviews the First Trust Utilities AlphaDEX ETF (FXU), a passively managed utilities sector ETF with $742.3 million in assets. FXU has gained 3.08% year-to-date and 0.74% over the past year, with a 0.61% expense ratio. However, it received a Zacks ETF Rank of 4 (Sell), making it less suitable compared to alternatives like Vanguard Utilities Index Fund ETF Shares (VPU) and State Street Utilities Select Sector SPDR ETF (XLU), which have lower expense ratios and significantly larger asset bases.
Zacks Investment Research · Oct 12, 2026
Is First Trust Utilities AlphaDEX ETF (FXU) a Strong ETF Right Now?
FXU is a smart beta ETF launched in 2007 that tracks the StrataQuant Utilities Index with 97.1% allocation to utilities stocks. While it has generated 6.68% returns year-to-date and 12.11% over one year, its 0.61% expense ratio is relatively high compared to traditional alternatives like VPU (0.09%) and XLU (0.08%), making it less suitable for cost-conscious investors seeking utilities exposure.
Zacks Investment Research · Sep 9, 2026
Is First Trust Utilities AlphaDEX ETF (FXU) a Strong ETF Right Now?
Smart Beta ETF report for FXU
Zacks Investment Research · Jun 3, 2024
UK ETFs in Focus on Election Impact
The U.K. is heading for a General Election on July 4 and and history may indicate a neutral to positive stock market reaction, per analysts.
Zacks Investment Research · May 30, 2024
Should You Invest in the First Trust Utilities AlphaDEX ETF (FXU)?
Sector ETF report for FXU
Zacks Investment Research · May 13, 2024
The Year Of The Utes?
The Utilities sector has been the second best of the eleven S&P 500 sectors so far in 2024, and it's the best performing sector so far in May.
Seeking Alpha · May 11, 2024
Is First Trust Utilities AlphaDEX ETF (FXU) a Strong ETF Right Now?
Smart Beta ETF report for FXU
Zacks Investment Research · Mar 26, 2024
Should You Invest in the First Trust Utilities AlphaDEX ETF (FXU)?
Sector ETF report for FXU
Zacks Investment Research · Mar 12, 2024
Is First Trust Utilities AlphaDEX ETF (FXU) a Strong ETF Right Now?
Smart Beta ETF report for FXU
Zacks Investment Research · Jan 25, 2024
Should You Invest in the First Trust Utilities AlphaDEX ETF (FXU)?
Sector ETF report for FXU
Zacks Investment Research · Jan 10, 2024
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FX
FXU
First Trust Utilities AlphaDEX Fund
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Related Tickers
Earnings
Dividends
Last · Sep 24
Quarterly
Amount
$0.33
Yield
2.39%
Annual
$1.12