ETF PROAI

FPXvsSCHM

FIRST TRUST US EQUITY OPPORTUNITIES ETF against Schwab U.S. Mid-Cap ETF — the fee, the flows, the book, and a year head-to-head.

One year, growth of $100
FPX 108SCHM 116Oct 25Oct 26GROWTH OF $100
Head to head
FPXSCHM
Expense ratio—0.040%
Assets$699M$11.5B
Net flow, 1 month——
Net flow, 1 year——
Return, YTD+10.4%+15.0%
Return, 1 year+7.9%+15.6%
Avg daily volume20K2.6M
Holdings101497
ListedDec 6, 2023Jan 13, 2011
Options marketYesYes

MARKED CELLS LEAD ON THAT LINE · LOWER FEE, LARGER ASSETS, STRONGER FLOWS & RETURNS

THE DESK BRIEF

Flows, fee cuts, and closure risk on the funds you watch — every trading morning.