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FTGS vs AFSM

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

FTGS

First Trust Growth Strength ETF

Annual cost

0.60%

Fund size

$1.3B

AFSM

First Trust Active Factor Small Cap ETF

Annual cost

0.75%

Fund size

$98M

Key differences

Both FTGS and AFSM are equity ETFs. FTGS charges 0.60% a year and AFSM 0.75%. The main difference: FTGS follows a index tracking strategy; AFSM uses active selection.

  • FTGS follows a index tracking strategy; AFSM uses active selection.
  • FTGS costs 0.15% less per year.
  • FTGS is much larger than AFSM. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

FTGSAFSM
Annual cost (TER)0.60%0.75%
Fund size (AUM)$1.3B$98M
Since20222019
Dividend yield0.09%0.47%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+9.3%+28.1%
CAGR 3Y+18.2%+18.3%
CAGR 5YN/A+8.5%
Sharpe 3Y0.880.77
Volatility 1Y13.56%18.13%
Max drawdown-19.99%-43.54%

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

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