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FLQS vs AFSM

Franklin U.S. Small Cap Multifactor Index ETF vs First Trust Active Factor Small Cap ETF

FLQS

Franklin U.S. Small Cap Multifactor Index ETF

Franklin Templeton Investments

Annual cost

0.35%

Fund size

$51M

AFSM

First Trust Active Factor Small Cap ETF

First Trust

Annual cost

0.75%

Fund size

$94M

Key differences

  • FLQS costs 0.40% less per year.
  • FLQS follows a index tracking strategy; AFSM uses active selection.
  • Over the last 3 years, AFSM has delivered higher annualized returns.

Side-by-side comparison

FLQSAFSM
Annual cost (TER)0.35%0.75%
Fund size (AUM)$51M$94M
Since20172019
Dividend yield1.34%0.49%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+15.1%+32.0%
CAGR 3Y+12.3%+19.1%
CAGR 5Y+5.4%+8.9%
Sharpe 3Y0.530.80
Volatility 1Y15.31%17.84%
Max drawdown-42.16%-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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