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AFSM vs FTGS

First Trust Active Factor Small Cap ETF vs First Trust Growth Strength ETF

AFSM

First Trust Active Factor Small Cap ETF

Annual cost

0.75%

Fund size

$98M

FTGS

First Trust Growth Strength ETF

Annual cost

0.60%

Fund size

$1.3B

Key differences

Both AFSM and FTGS are equity ETFs. AFSM charges 0.75% a year and FTGS 0.60%. The main difference: AFSM follows a active selection strategy; FTGS uses index tracking.

  • AFSM follows a active selection strategy; FTGS uses index tracking.
  • FTGS costs 0.15% less per year.
  • FTGS is much larger than AFSM. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

AFSMFTGS
Annual cost (TER)0.75%0.60%
Fund size (AUM)$98M$1.3B
Since20192022
Dividend yield0.47%0.09%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+28.1%+9.3%
CAGR 3Y+18.3%+18.2%
CAGR 5Y+8.5%N/A
Sharpe 3Y0.770.88
Volatility 1Y18.13%13.56%
Max drawdown-43.54%-19.99%

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

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