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AFMC vs FSGS

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

AFMC

First Trust Active Factor Mid Cap ETF

Annual cost

0.68%

Fund size

$162M

FSGS

First Trust SMID Growth Strength ETF

Annual cost

0.61%

Fund size

$29M

Key differences

Both AFMC and FSGS are equity ETFs. AFMC charges 0.68% a year and FSGS 0.61%. The main difference: AFMC follows a active selection strategy; FSGS uses index tracking.

  • AFMC follows a active selection strategy; FSGS uses index tracking.
  • FSGS costs 0.07% less per year.
  • AFMC is much larger than FSGS. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, AFMC has delivered higher annualized returns.

Side-by-side comparison

AFMCFSGS
Annual cost (TER)0.68%0.61%
Fund size (AUM)$162M$29M
Since20192017
Dividend yield0.79%0.00%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+26.0%+4.6%
CAGR 3Y+20.5%+7.7%
CAGR 5Y+10.3%+2.2%
Sharpe 3Y0.950.29
Volatility 1Y15.06%15.27%
Max drawdown-42.14%-43.25%

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

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