Screener
AFSM vs XCHG
First Trust Active Factor Small Cap ETF vs Ab US Equity ETF
Key differences
- XCHG costs 0.25% less per year.
- XCHG is significantly larger than AFSM — larger funds tend to be more liquid and less likely to close.
- AFSM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| AFSM | XCHG | |
|---|---|---|
| Annual cost (TER) | 0.75% | 0.50% |
| Fund size (AUM) | $94M | $685M |
| Since | 2019 | 2025 |
| Dividend yield | 0.49% | — |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +32.0% | N/A |
| CAGR 3Y | +19.1% | N/A |
| CAGR 5Y | +8.9% | N/A |
| Sharpe 3Y | 0.80 | N/A |
| Volatility 1Y | 17.84% | — |
| Max drawdown | -43.54% | -9.67% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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