Screener
BLCV vs AFSM
iShares Large Cap Value Active ETF vs First Trust Active Factor Small Cap ETF
Key differences
- BLCV costs 0.29% less per year.
- BLCV is significantly larger than AFSM — larger funds tend to be more liquid and less likely to close.
Side-by-side comparison
| BLCV | AFSM | |
|---|---|---|
| Annual cost (TER) | 0.46% | 0.75% |
| Fund size (AUM) | $317M | $94M |
| Since | 2023 | 2019 |
| Dividend yield | 1.29% | 0.49% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +21.8% | +32.0% |
| CAGR 3Y | N/A | +19.1% |
| CAGR 5Y | N/A | +8.9% |
| Sharpe 3Y | N/A | 0.80 |
| Volatility 1Y | 11.64% | 17.84% |
| Max drawdown | -13.44% | -43.54% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to BLCV and AFSM
Explore further