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AFSM vs RUSC

First Trust Active Factor Small Cap ETF vs Russell Investments U.S. Small Cap Equity ETF

AFSM

First Trust Active Factor Small Cap ETF

First Trust

Annual cost

0.75%

Fund size

$94M

RUSC

Russell Investments U.S. Small Cap Equity ETF

Russell Investment Management Limited

Annual cost

0.64%

Fund size

$57M

Key differences

  • RUSC costs 0.11% less per year.
  • AFSM follows a active selection strategy; RUSC uses index tracking.
  • AFSM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

AFSMRUSC
Annual cost (TER)0.75%0.64%
Fund size (AUM)$94M$57M
Since20192025
Dividend yield0.49%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+32.0%+39.9%
CAGR 3Y+19.1%N/A
CAGR 5Y+8.9%N/A
Sharpe 3Y0.80N/A
Volatility 1Y17.84%18.14%
Max drawdown-43.54%-9.18%

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

Similar to AFSM and RUSC