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FTCS vs AFSM
First Trust Capital Strength ETF vs First Trust Active Factor Small Cap ETF
Key differences
- FTCS costs 0.22% less per year.
- FTCS is significantly larger than AFSM — larger funds tend to be more liquid and less likely to close.
- FTCS follows a index tracking strategy; AFSM uses active selection.
- Over the last 3 years, AFSM has delivered higher annualized returns.
- FTCS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FTCS | AFSM | |
|---|---|---|
| Annual cost (TER) | 0.53% | 0.75% |
| Fund size (AUM) | $7.9B | $94M |
| Since | 2006 | 2019 |
| Dividend yield | 1.10% | 0.49% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +5.3% | +32.0% |
| CAGR 3Y | +10.5% | +19.1% |
| CAGR 5Y | +6.1% | +8.9% |
| Sharpe 3Y | 0.63 | 0.80 |
| Volatility 1Y | 9.97% | 17.84% |
| Max drawdown | -31.93% | -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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