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AFSM vs AFMC

First Trust Active Factor Small Cap ETF vs First Trust Active Factor Mid Cap ETF

AFSM

First Trust Active Factor Small Cap ETF

First Trust

Annual cost

0.75%

Fund size

$94M

AFMC

First Trust Active Factor Mid Cap ETF

First Trust

Annual cost

0.68%

Fund size

$153M

Key differences

  • AFMC costs 0.07% less per year.
  • Over the last 3 years, AFMC has delivered higher annualized returns.

Side-by-side comparison

AFSMAFMC
Annual cost (TER)0.75%0.68%
Fund size (AUM)$94M$153M
Since20192019
Dividend yield0.49%0.81%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+32.0%+27.2%
CAGR 3Y+19.1%+20.8%
CAGR 5Y+8.9%+10.2%
Sharpe 3Y0.800.96
Volatility 1Y17.84%14.96%
Max drawdown-43.54%-42.14%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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