Screener
AFMC vs LRGF
First Trust Active Factor Mid Cap ETF vs iShares U.S. Equity Factor ETF
Key differences
- LRGF costs 0.60% less per year.
- LRGF is significantly larger than AFMC — larger funds tend to be more liquid and less likely to close.
- AFMC follows a active selection strategy; LRGF uses index enhanced.
- Over the last 3 years, LRGF has delivered higher annualized returns.
Side-by-side comparison
| AFMC | LRGF | |
|---|---|---|
| Annual cost (TER) | 0.68% | 0.08% |
| Fund size (AUM) | $153M | $3.3B |
| Since | 2019 | 2015 |
| Dividend yield | 0.81% | 1.13% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index enhanced |
| CAGR 1Y | +27.2% | +25.4% |
| CAGR 3Y | +20.8% | +23.4% |
| CAGR 5Y | +10.2% | +13.8% |
| Sharpe 3Y | 0.96 | 1.23 |
| Volatility 1Y | 14.96% | 12.16% |
| Max drawdown | -42.14% | -36.03% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to AFMC and LRGF
Explore further