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FTCE vs AFSM

First Trust New Constructs Core Earnings Leaders ETF vs First Trust Active Factor Small Cap ETF

FTCE

First Trust New Constructs Core Earnings Leaders ETF

First Trust

Annual cost

0.60%

Fund size

$73M

AFSM

First Trust Active Factor Small Cap ETF

First Trust

Annual cost

0.75%

Fund size

$94M

Key differences

  • FTCE costs 0.15% less per year.
  • FTCE follows a index tracking strategy; AFSM uses active selection.
  • AFSM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FTCEAFSM
Annual cost (TER)0.60%0.75%
Fund size (AUM)$73M$94M
Since20242019
Dividend yield0.88%0.49%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+35.7%+35.1%
CAGR 3YN/A+19.6%
CAGR 5YN/A+9.6%
Sharpe 3YN/A0.82
Volatility 1Y12.97%17.93%
Max drawdown-18.11%-43.54%

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

Similar to FTCE and AFSM