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ABLD vs AFSM

Abacus FCF Real Assets Leaders ETF vs First Trust Active Factor Small Cap ETF

ABLD

Abacus FCF Real Assets Leaders ETF

Annual cost

Fund size

AFSM

First Trust Active Factor Small Cap ETF

Annual cost

0.75%

Fund size

$98M

Key differences

Both ABLD and AFSM are equity ETFs. The main difference: ABLD follows a index tracking strategy; AFSM uses active selection.

  • ABLD follows a index tracking strategy; AFSM uses active selection.
  • Over the last three years, AFSM has delivered higher annualized returns.

Side-by-side comparison

ABLDAFSM
Annual cost (TER)0.75%
Fund size (AUM)$98M
Since2019
Dividend yield0.47%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+11.9%+33.7%
CAGR 3Y+11.4%+18.0%
CAGR 5YN/A+9.1%
Sharpe 3Y0.550.76
Volatility 1Y15.00%18.39%
Max drawdown-19.35%-43.54%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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