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AFSM vs ABLS

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

AFSM

First Trust Active Factor Small Cap ETF

Annual cost

0.75%

Fund size

$98M

ABLS

Abacus FCF Small Cap Leaders ETF

Annual cost

0.39%

Fund size

$1M

Key differences

Both AFSM and ABLS are equity ETFs. AFSM charges 0.75% a year and ABLS 0.39%. The main difference: AFSM follows a active selection strategy; ABLS uses index tracking.

  • AFSM follows a active selection strategy; ABLS uses index tracking.
  • ABLS costs 0.36% less per year.
  • AFSM is much larger than ABLS. Larger funds are usually more liquid and less likely to close.
  • AFSM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

AFSMABLS
Annual cost (TER)0.75%0.39%
Fund size (AUM)$98M$1M
Since20192025
Dividend yield0.47%11.95%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+33.7%+4.3%
CAGR 3Y+18.0%N/A
CAGR 5Y+9.1%N/A
Sharpe 3Y0.76N/A
Volatility 1Y18.39%17.74%
Max drawdown-43.54%-19.29%

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

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