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AFSM vs TMFM

First Trust Active Factor Small Cap ETF vs Motley Fool Mid-Cap Growth ETF

AFSM

First Trust Active Factor Small Cap ETF

Annual cost

0.75%

Fund size

$98M

TMFM

Motley Fool Mid-Cap Growth ETF

Annual cost

0.85%

Fund size

$117M

Key differences

Both AFSM and TMFM are equity ETFs. AFSM charges 0.75% a year and TMFM 0.85%. The main difference: AFSM costs 0.10% less per year.

  • AFSM costs 0.10% less per year.
  • Over the last three years, AFSM has delivered higher annualized returns.
  • TMFM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

AFSMTMFM
Annual cost (TER)0.75%0.85%
Fund size (AUM)$98M$117M
Since20192014
Dividend yield0.47%0.00%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+33.7%-19.1%
CAGR 3Y+18.0%+3.1%
CAGR 5Y+9.1%N/A
Sharpe 3Y0.760.06
Volatility 1Y18.39%18.84%
Max drawdown-43.54%-31.75%

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

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