Screener
FSGS vs AFSM
First Trust SMID Growth Strength ETF vs First Trust Active Factor Small Cap ETF
Key differences
Both FSGS and AFSM are equity ETFs. FSGS charges 0.61% a year and AFSM 0.75%. The main difference: FSGS follows a index tracking strategy; AFSM uses active selection.
- FSGS follows a index tracking strategy; AFSM uses active selection.
- FSGS costs 0.14% less per year.
- AFSM is much larger than FSGS. Larger funds are usually more liquid and less likely to close.
- Over the last three years, AFSM has delivered higher annualized returns.
Side-by-side comparison
| FSGS | AFSM | |
|---|---|---|
| Annual cost (TER) | 0.61% | 0.75% |
| Fund size (AUM) | $29M | $98M |
| Since | 2017 | 2019 |
| Dividend yield | 0.00% | 0.47% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +4.6% | +28.1% |
| CAGR 3Y | +7.7% | +18.3% |
| CAGR 5Y | +2.2% | +8.5% |
| Sharpe 3Y | 0.29 | 0.77 |
| Volatility 1Y | 15.27% | 18.13% |
| Max drawdown | -43.25% | -43.54% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.