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AFSM vs MMSC

First Trust Active Factor Small Cap ETF vs First Trust Multi-Manager Small Cap Opportunities ETF

AFSM

First Trust Active Factor Small Cap ETF

Annual cost

0.75%

Fund size

$98M

MMSC

First Trust Multi-Manager Small Cap Opportunities ETF

Annual cost

0.95%

Fund size

$52M

Key differences

Both AFSM and MMSC are equity ETFs. AFSM charges 0.75% a year and MMSC 0.95%. The main difference: AFSM costs 0.20% less per year.

  • AFSM costs 0.20% less per year.
  • Over the last three years, MMSC has delivered higher annualized returns.

Side-by-side comparison

AFSMMMSC
Annual cost (TER)0.75%0.95%
Fund size (AUM)$98M$52M
Since20192021
Dividend yield0.47%0.00%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+33.7%+40.2%
CAGR 3Y+18.0%+21.5%
CAGR 5Y+9.1%N/A
Sharpe 3Y0.760.82
Volatility 1Y18.39%23.31%
Max drawdown-43.54%-40.82%

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

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