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KEAT vs AFMC

Keating Active ETF vs First Trust Active Factor Mid Cap ETF

KEAT

Keating Active ETF

Keating Investment Counselors Inc

Annual cost

0.85%

Fund size

$120M

AFMC

First Trust Active Factor Mid Cap ETF

First Trust

Annual cost

0.68%

Fund size

$153M

Key differences

  • AFMC costs 0.17% less per year.
  • AFMC has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

KEATAFMC
Annual cost (TER)0.85%0.68%
Fund size (AUM)$120M$153M
Since20242019
Dividend yield2.20%0.81%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+28.9%+27.2%
CAGR 3YN/A+20.8%
CAGR 5YN/A+10.2%
Sharpe 3YN/A0.96
Volatility 1Y10.23%14.96%
Max drawdown-7.45%-42.14%

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

Similar to KEAT and AFMC