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AFMC vs FSCS

First Trust Active Factor Mid Cap ETF vs First Trust SMID Capital Strength ETF

AFMC

First Trust Active Factor Mid Cap ETF

Annual cost

0.68%

Fund size

$162M

FSCS

First Trust SMID Capital Strength ETF

Annual cost

0.60%

Fund size

$56M

Key differences

Both AFMC and FSCS are equity ETFs. AFMC charges 0.68% a year and FSCS 0.60%. The main difference: AFMC follows a active selection strategy; FSCS uses index tracking.

  • AFMC follows a active selection strategy; FSCS uses index tracking.
  • FSCS costs 0.08% less per year.
  • Over the last three years, AFMC has delivered higher annualized returns.

Side-by-side comparison

AFMCFSCS
Annual cost (TER)0.68%0.60%
Fund size (AUM)$162M$56M
Since20192017
Dividend yield0.79%0.91%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+26.0%+0.7%
CAGR 3Y+20.5%+10.7%
CAGR 5Y+10.3%+5.3%
Sharpe 3Y0.950.50
Volatility 1Y15.06%12.79%
Max drawdown-42.14%-43.57%

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

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