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AFMC vs DYNF

First Trust Active Factor Mid Cap ETF vs iShares U.S. Equity Factor Rotation Active ETF

AFMC

First Trust Active Factor Mid Cap ETF

First Trust

Annual cost

0.68%

Fund size

$153M

DYNF

iShares U.S. Equity Factor Rotation Active ETF

iShares

Annual cost

0.26%

Fund size

$34.0B

Key differences

  • DYNF costs 0.42% less per year.
  • DYNF is significantly larger than AFMC — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, DYNF has delivered higher annualized returns.

Side-by-side comparison

AFMCDYNF
Annual cost (TER)0.68%0.26%
Fund size (AUM)$153M$34.0B
Since20192019
Dividend yield0.81%0.94%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+27.2%+31.1%
CAGR 3Y+20.8%+27.5%
CAGR 5Y+10.2%+15.8%
Sharpe 3Y0.961.41
Volatility 1Y14.96%12.60%
Max drawdown-42.14%-34.72%

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

Similar to AFMC and DYNF