FYT vs FYX: holdings overlap, shared companies and scores

As of September 11, 2026, FYT and FYX overlap 58.6% by weight. First Trust Small Cap Value AlphaDEX Fund (FYT): U.S. small-cap value stocks. First Trust Small Cap Core AlphaDEX Fund (FYX): U.S. small-cap blend stocks.

Updated September 11, 2026

How much do FYT and FYX overlap?

As of September 11, 2026, FYT and FYX overlap 58.6% by weight.

100% of FYT is already inside FYX.

59% of FYX is already inside FYT.

FYT holds 256 companies and FYX holds 519; 256 are in both.

Computed by ETF Copilot from both funds' holdings rather than quoted from a data provider, and rebuilt nightly.

How does ETF Copilot score FYT and FYX?

As of September 11, 2026, ETF Copilot scores FYT 3.3 out of 10 and FYX 4.5 out of 10.

They differ most on Growth: FYT 1.6 and FYX 4.6.

The five factor scores behind them are set out below, 0–10 and higher is better, ranked against every US equity ETF we track.

FYT vs FYX — ETF Copilot factor scores, 0–10
FactorFYTFYX
Growth1.64.6
Valuation6.77.1
Risk2.92.4
Quality0.70.8
Return4.86.5

FYX is the cheaper of the two at 0.58% a year

As of September 11, 2026, FYT charges 0.70% a year, yields 2.34% and holds $200M in assets across 256 positions.

As of September 11, 2026, FYX charges 0.58% a year, yields 1.62% and holds $1.4B in assets across 519 positions.

FYT vs FYX — cost, income and size
MeasureFYTFYX
Expense ratio0.70%0.58%
Dividend yield2.34%1.62%
Assets under management$200M$1.4B
Holdings256519

Expense ratio, dividend yield and assets under management are reported by the fund and refreshed daily. Every other figure on this page is computed by ETF Copilot.

Where FYT and FYX trade against their own history

FYT trades at 12.8 times earnings, against its own median of 11.5, and is more expensive than 72% of its own 114 monthly readings since 2017.

FYX trades at 15.2 times earnings, against its own median of 13.8, and is more expensive than 67% of its own 114 monthly readings since 2017.

What moved FYT and FYX this week

FYT fell 1.6% in the week to September 11, 2026. The holdings that moved it most were Helix Energy Solutions (−14.3%), Prestige Brands (−10.7%) and Kohls (−10.9%); Academy Sports & Outdoors (+26.7%) pushed the other way.

FYX fell 1.7% in the week to September 11, 2026. The holdings that moved it most were Remitly Global (−18.3%), Arcus Biosciences (−18.4%) and Helix Energy Solutions (−14.3%); Academy Sports & Outdoors (+26.7%) pushed the other way.

What do FYT and FYX each hold?

What's inside FYT: Tech 9%, Semiconductors 1%.

9% of FYT is its ten largest holdings.

What's inside FYX: Tech 12%, Semiconductors 2%.

5% of FYX is its ten largest holdings.

Cite this

ETF Copilot, “FYT vs FYX holdings overlap and scores”, as of September 11, 2026.
https://etf-copilot.com/compare/fyt-vs-fyx

  1. First Trust Small Cap Value AlphaDEX Fund (FYT)
  2. First Trust Small Cap Core AlphaDEX Fund (FYX)

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