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AFLG vs SMLF

First Trust Active Factor Large Cap ETF vs iShares U.S. Small-Cap Equity Factor ETF

AFLG

First Trust Active Factor Large Cap ETF

First Trust

Annual cost

0.55%

Fund size

$609M

SMLF

iShares U.S. Small-Cap Equity Factor ETF

iShares

Annual cost

0.15%

Fund size

$3.6B

Key differences

  • SMLF costs 0.40% less per year.
  • SMLF is significantly larger than AFLG — larger funds tend to be more liquid and less likely to close.
  • AFLG follows a active selection strategy; SMLF uses index tracking.
  • Over the last 3 years, AFLG has delivered higher annualized returns.

Side-by-side comparison

AFLGSMLF
Annual cost (TER)0.55%0.15%
Fund size (AUM)$609M$3.6B
Since20192015
Dividend yield0.73%1.07%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+26.2%+31.5%
CAGR 3Y+23.3%+20.4%
CAGR 5Y+13.0%+10.7%
Sharpe 3Y1.300.86
Volatility 1Y11.60%17.32%
Max drawdown-35.84%-41.89%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to AFLG and SMLF