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FSGS vs AFMC

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

FSGS

First Trust SMID Growth Strength ETF

Annual cost

0.61%

Fund size

$29M

AFMC

First Trust Active Factor Mid Cap ETF

Annual cost

0.68%

Fund size

$162M

Key differences

Both FSGS and AFMC are equity ETFs. FSGS charges 0.61% a year and AFMC 0.68%. The main difference: FSGS follows a index tracking strategy; AFMC uses active selection.

  • FSGS follows a index tracking strategy; AFMC uses active selection.
  • FSGS costs 0.07% less per year.
  • AFMC is much larger than FSGS. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, AFMC has delivered higher annualized returns.

Side-by-side comparison

FSGSAFMC
Annual cost (TER)0.61%0.68%
Fund size (AUM)$29M$162M
Since20172019
Dividend yield0.00%0.79%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+4.6%+26.0%
CAGR 3Y+7.7%+20.5%
CAGR 5Y+2.2%+10.3%
Sharpe 3Y0.290.95
Volatility 1Y15.27%15.06%
Max drawdown-43.25%-42.14%

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

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