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AFMC vs FTGS

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

AFMC

First Trust Active Factor Mid Cap ETF

Annual cost

0.68%

Fund size

$162M

FTGS

First Trust Growth Strength ETF

Annual cost

0.60%

Fund size

$1.3B

Key differences

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

  • AFMC follows a active selection strategy; FTGS uses index tracking.
  • FTGS costs 0.08% less per year.
  • FTGS is much larger than AFMC. 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

AFMCFTGS
Annual cost (TER)0.68%0.60%
Fund size (AUM)$162M$1.3B
Since20192022
Dividend yield0.79%0.09%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+26.0%+9.3%
CAGR 3Y+20.5%+18.2%
CAGR 5Y+10.3%N/A
Sharpe 3Y0.950.88
Volatility 1Y15.06%13.56%
Max drawdown-42.14%-19.99%

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

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