Screener
AFSM vs FSCS
First Trust Active Factor Small Cap ETF vs First Trust SMID Capital Strength ETF
Key differences
Both AFSM and FSCS are equity ETFs. AFSM charges 0.75% a year and FSCS 0.60%. The main difference: AFSM follows a active selection strategy; FSCS uses index tracking.
- AFSM follows a active selection strategy; FSCS uses index tracking.
- FSCS costs 0.15% less per year.
- Over the last three years, AFSM has delivered higher annualized returns.
Side-by-side comparison
| AFSM | FSCS | |
|---|---|---|
| Annual cost (TER) | 0.75% | 0.60% |
| Fund size (AUM) | $98M | $56M |
| Since | 2019 | 2017 |
| Dividend yield | 0.47% | 0.91% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +28.1% | +0.7% |
| CAGR 3Y | +18.3% | +10.7% |
| CAGR 5Y | +8.5% | +5.3% |
| Sharpe 3Y | 0.77 | 0.50 |
| Volatility 1Y | 18.13% | 12.79% |
| Max drawdown | -43.54% | -43.57% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.