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AFSM vs ABLD

First Trust Active Factor Small Cap ETF vs Abacus FCF Real Assets Leaders ETF

AFSM

First Trust Active Factor Small Cap ETF

Annual cost

0.75%

Fund size

$98M

ABLD

Abacus FCF Real Assets Leaders ETF

Annual cost

Fund size

Key differences

Both AFSM and ABLD are equity ETFs. The main difference: AFSM follows a active selection strategy; ABLD uses index tracking.

  • AFSM follows a active selection strategy; ABLD uses index tracking.
  • Over the last three years, AFSM has delivered higher annualized returns.

Side-by-side comparison

AFSMABLD
Annual cost (TER)0.75%
Fund size (AUM)$98M
Since2019
Dividend yield0.47%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+33.7%+11.9%
CAGR 3Y+18.0%+11.4%
CAGR 5Y+9.1%N/A
Sharpe 3Y0.760.55
Volatility 1Y18.39%15.00%
Max drawdown-43.54%-19.35%

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

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