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ADPV vs AFMC

Adaptiv Select ETF vs First Trust Active Factor Mid Cap ETF

ADPV

Adaptiv Select ETF

Annual cost

1.00%

Fund size

$183M

AFMC

First Trust Active Factor Mid Cap ETF

Annual cost

0.68%

Fund size

$162M

Key differences

Both ADPV and AFMC are equity ETFs. ADPV charges 1.00% a year and AFMC 0.68%. The main difference: AFMC costs 0.32% less per year.

  • AFMC costs 0.32% less per year.
  • Over the last three years, ADPV has delivered higher annualized returns.

Side-by-side comparison

ADPVAFMC
Annual cost (TER)1.00%0.68%
Fund size (AUM)$183M$162M
Since20222019
Dividend yield0.64%0.79%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+34.2%+26.0%
CAGR 3Y+26.1%+20.5%
CAGR 5YN/A+10.3%
Sharpe 3Y1.000.95
Volatility 1Y24.53%15.06%
Max drawdown-22.30%-42.14%

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

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