Screener
BGRO vs AFSM
iShares Large Cap Growth Active ETF vs First Trust Active Factor Small Cap ETF
Key differences
- BGRO costs 0.20% less per year.
- AFSM is significantly larger than BGRO — larger funds tend to be more liquid and less likely to close.
- BGRO is classified as alternative, while AFSM is equity — different risk/return profiles.
- AFSM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BGRO | AFSM | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.75% |
| Fund size (AUM) | $9M | $94M |
| Since | 2024 | 2019 |
| Dividend yield | 0.04% | 0.49% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +27.2% | +35.1% |
| CAGR 3Y | N/A | +19.6% |
| CAGR 5Y | N/A | +9.6% |
| Sharpe 3Y | N/A | 0.82 |
| Volatility 1Y | 18.05% | 17.93% |
| Max drawdown | -24.94% | -43.54% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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