VCR vs FXD.
Vanguard Consumer Discretionary ETF (MSCI US IMI Consumer Discretionary 25/50) against First Trust Consumer Discretionary AlphaDEX Fund (StrataQuant Consumer Discretionary) — fees, long-horizon total returns, holdings overlap, and sector tilt, side by side.
Daily bar history for this pair isn’t loaded yet — returns will appear once the nightly ingest covers both funds.
| VCR | FXD | |
|---|---|---|
| Name | Vanguard Consumer Discretionary Index Fund ETF Shares | First Trust Consumer Discretionary AlphaDEX Fund |
| Category | Consumer Cyclical | Consumer Cyclical |
| Style | Passive | Active |
| Expense ratio | 0.09% | — |
| Assets (AUM) | $6.8B | $266.5M |
| Dividend yield | 0.72% | 0.61% |
| Avg volume (3-mo) | 62K | 9K |
| Inception | January 26, 2004 | May 8, 2007 |
| Benchmark proxy | S&P 500 | S&P 500 |
Expense ratios verified against issuer fact sheets. Dividend yield is trailing 12-month distributions divided by price, as reported by the fund data provider.
Sum of min(weight in each fund) across shared tickers — the standard fund-overlap measure. Computed on the top 25 holdings each fund reports, so it is a lower bound; the coverage figures show how much of each fund those top holdings represent.