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ABLS vs AFSM

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

ABLS

Abacus FCF Small Cap Leaders ETF

Annual cost

0.39%

Fund size

$1M

AFSM

First Trust Active Factor Small Cap ETF

Annual cost

0.75%

Fund size

$98M

Key differences

Both ABLS and AFSM are equity ETFs. ABLS charges 0.39% a year and AFSM 0.75%. The main difference: ABLS follows a index tracking strategy; AFSM uses active selection.

  • ABLS follows a index tracking strategy; AFSM uses active selection.
  • ABLS costs 0.36% less per year.
  • AFSM is much larger than ABLS. Larger funds are usually more liquid and less likely to close.
  • AFSM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

ABLSAFSM
Annual cost (TER)0.39%0.75%
Fund size (AUM)$1M$98M
Since20252019
Dividend yield11.95%0.47%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+4.3%+33.7%
CAGR 3YN/A+18.0%
CAGR 5YN/A+9.1%
Sharpe 3YN/A0.76
Volatility 1Y17.74%18.39%
Max drawdown-19.29%-43.54%

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

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