First Trust Utilities AlphaDEX Fund

FXU

Market cap $1.82B

Americans' energy bills have increased by 13% since President Donald Trump took office in January 2025. And while that's bad news for households with budgets already stretched thin, for those engaged in sector investing, it could be a boon as we head into the new year.

Making its debut on 05/08/2007, smart beta exchange traded fund First Trust Utilities AlphaDEX ETF (FXU) provides investors broad exposure to the Utilities/Infrastructure ETFs category of the market.

The First Trust Utilities AlphaDEX ETF (FXU) was launched on May 8, 2007, and is a passively managed exchange traded fund designed to offer broad exposure to the Utilities - Broad segment of the equity market.

First Trust Utilities AlphaDEX® Fund ETF is rated a strong buy due to its strong 2025 performance and AlphaDEX stock selection methodology. FXU outperformed traditional utilities ETFs and the S&P 500, with a 23% YTD price rally and 25% total returns, driven by robust portfolio holdings. FXU trades at attractive valuations, offers a higher dividend CAGR, strong liquidity, and lower risk compared to peers like XLU and FUTY.

A smart beta exchange traded fund, the First Trust Utilities AlphaDEX ETF (FXU) debuted on 05/08/2007, and offers broad exposure to the Utilities/Infrastructure ETFs category of the market.

Looking for broad exposure to the Utilities - Broad segment of the equity market? You should consider the First Trust Utilities AlphaDEX ETF (FXU), a passively managed exchange traded fund launched on May 8, 2007.

Making its debut on 05/08/2007, smart beta exchange traded fund First Trust Utilities AlphaDEX ETF (FXU) provides investors broad exposure to the Utilities/Infrastructure ETFs category of the market.

FXU offers indexed exposure to the utilities sector, outperforming many peers but with a higher expense ratio of 0.63%. Rising power demand from data centers and $1T+ sector capital investments may drive utilities growth and dividend potential. FXU provides consistent income, yielding 2.08% with three years of consecutive dividend growth, appealing for growth and income seekers.

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Smart beta and active strategies helped four diverse ETFs outperform and hit 52-week highs amid shifting macro trends. From defensive utilities to innovation-driven tech, these ETFs are thriving by rejecting traditional market-cap indexing.