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AFSM vs LRGC

First Trust Active Factor Small Cap ETF vs AB US Large Cap Strategic Equities ETF

AFSM

First Trust Active Factor Small Cap ETF

First Trust

Annual cost

0.75%

Fund size

$94M

LRGC

AB US Large Cap Strategic Equities ETF

AllianceBernstein

Annual cost

0.39%

Fund size

$1.2B

Key differences

  • LRGC costs 0.36% less per year.
  • LRGC is significantly larger than AFSM — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

AFSMLRGC
Annual cost (TER)0.75%0.39%
Fund size (AUM)$94M$1.2B
Since20192023
Dividend yield0.49%0.55%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+32.0%+25.3%
CAGR 3Y+19.1%N/A
CAGR 5Y+8.9%N/A
Sharpe 3Y0.80N/A
Volatility 1Y17.84%12.03%
Max drawdown-43.54%-19.38%

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

Similar to AFSM and LRGC