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CAML vs AFSM

Congress Large Cap Growth ETF vs First Trust Active Factor Small Cap ETF

CAML

Congress Large Cap Growth ETF

Congress

Annual cost

0.65%

Fund size

$376M

AFSM

First Trust Active Factor Small Cap ETF

First Trust

Annual cost

0.75%

Fund size

$94M

Key differences

  • CAML costs 0.10% less per year.
  • CAML is significantly larger than AFSM — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

CAMLAFSM
Annual cost (TER)0.65%0.75%
Fund size (AUM)$376M$94M
Since20232019
Dividend yield0.00%0.49%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+15.0%+32.0%
CAGR 3YN/A+19.1%
CAGR 5YN/A+8.9%
Sharpe 3YN/A0.80
Volatility 1Y14.65%17.84%
Max drawdown-21.06%-43.54%

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

Similar to CAML and AFSM