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FSCS vs AFMC

First Trust SMID Capital Strength ETF vs First Trust Active Factor Mid Cap ETF

FSCS

First Trust SMID Capital Strength ETF

Annual cost

0.60%

Fund size

$56M

AFMC

First Trust Active Factor Mid Cap ETF

Annual cost

0.68%

Fund size

$162M

Key differences

Both FSCS and AFMC are equity ETFs. FSCS charges 0.60% a year and AFMC 0.68%. The main difference: FSCS follows a index tracking strategy; AFMC uses active selection.

  • FSCS follows a index tracking strategy; AFMC uses active selection.
  • FSCS costs 0.08% less per year.
  • Over the last three years, AFMC has delivered higher annualized returns.

Side-by-side comparison

FSCSAFMC
Annual cost (TER)0.60%0.68%
Fund size (AUM)$56M$162M
Since20172019
Dividend yield0.91%0.79%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+0.7%+26.0%
CAGR 3Y+10.7%+20.5%
CAGR 5Y+5.3%+10.3%
Sharpe 3Y0.500.95
Volatility 1Y12.79%15.06%
Max drawdown-43.57%-42.14%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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