Screener
AFMC vs FNK
First Trust Active Factor Mid Cap ETF vs First Trust Mid Cap Value AlphaDEX Fund
Key differences
- AFMC costs 0.06% less per year.
- AFMC follows a active selection strategy; FNK uses index tracking.
- Over the last 3 years, AFMC has delivered higher annualized returns.
- FNK has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| AFMC | FNK | |
|---|---|---|
| Annual cost (TER) | 0.68% | 0.74% |
| Fund size (AUM) | $153M | $217M |
| Since | 2019 | 2011 |
| Dividend yield | 0.81% | 1.54% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +27.2% | +21.0% |
| CAGR 3Y | +20.8% | +13.8% |
| CAGR 5Y | +10.2% | +6.9% |
| Sharpe 3Y | 0.96 | 0.58 |
| Volatility 1Y | 14.96% | 15.67% |
| Max drawdown | -42.14% | -50.70% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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