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AFSM vs FYC
First Trust Active Factor Small Cap ETF vs First Trust Small Cap Growth AlphaDEX Fund
Key differences
- FYC costs 0.05% less per year.
- FYC is significantly larger than AFSM — larger funds tend to be more liquid and less likely to close.
- AFSM follows a active selection strategy; FYC uses index tracking.
- Over the last 3 years, FYC has delivered higher annualized returns.
- FYC has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| AFSM | FYC | |
|---|---|---|
| Annual cost (TER) | 0.75% | 0.70% |
| Fund size (AUM) | $94M | $1.0B |
| Since | 2019 | 2011 |
| Dividend yield | 0.49% | 0.07% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +32.0% | +56.7% |
| CAGR 3Y | +19.1% | +27.1% |
| CAGR 5Y | +8.9% | +11.2% |
| Sharpe 3Y | 0.80 | 1.04 |
| Volatility 1Y | 17.84% | 21.07% |
| Max drawdown | -43.54% | -47.85% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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