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AFMC vs FSMD
First Trust Active Factor Mid Cap ETF vs Fidelity Small-Mid Multifactor ETF
Key differences
- FSMD costs 0.53% less per year.
- FSMD is significantly larger than AFMC — larger funds tend to be more liquid and less likely to close.
- AFMC follows a active selection strategy; FSMD uses index tracking.
- Over the last 3 years, AFMC has delivered higher annualized returns.
Side-by-side comparison
| AFMC | FSMD | |
|---|---|---|
| Annual cost (TER) | 0.68% | 0.15% |
| Fund size (AUM) | $153M | $2.4B |
| Since | 2019 | 2019 |
| Dividend yield | 0.81% | 1.25% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +27.2% | +25.4% |
| CAGR 3Y | +20.8% | +17.8% |
| CAGR 5Y | +10.2% | +9.4% |
| Sharpe 3Y | 0.96 | 0.83 |
| Volatility 1Y | 14.96% | 15.36% |
| Max drawdown | -42.14% | -40.67% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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