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FTGS vs AFMC

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

FTGS

First Trust Growth Strength ETF

Annual cost

0.60%

Fund size

$1.3B

AFMC

First Trust Active Factor Mid Cap ETF

Annual cost

0.68%

Fund size

$162M

Key differences

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

  • FTGS follows a index tracking strategy; AFMC uses active selection.
  • FTGS costs 0.08% less per year.
  • FTGS is much larger than AFMC. 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

FTGSAFMC
Annual cost (TER)0.60%0.68%
Fund size (AUM)$1.3B$162M
Since20222019
Dividend yield0.09%0.79%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+9.3%+26.0%
CAGR 3Y+18.2%+20.5%
CAGR 5YN/A+10.3%
Sharpe 3Y0.880.95
Volatility 1Y13.56%15.06%
Max drawdown-19.99%-42.14%

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

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