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LRGC vs AFSM

AB US Large Cap Strategic Equities ETF vs First Trust Active Factor Small Cap ETF

LRGC

AB US Large Cap Strategic Equities ETF

AllianceBernstein

Annual cost

0.39%

Fund size

$1.2B

AFSM

First Trust Active Factor Small Cap ETF

First Trust

Annual cost

0.75%

Fund size

$94M

Key differences

  • LRGC costs 0.36% less per year.
  • LRGC is significantly larger than AFSM — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

LRGCAFSM
Annual cost (TER)0.39%0.75%
Fund size (AUM)$1.2B$94M
Since20232019
Dividend yield0.55%0.49%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+25.3%+32.0%
CAGR 3YN/A+19.1%
CAGR 5YN/A+8.9%
Sharpe 3YN/A0.80
Volatility 1Y12.03%17.84%
Max drawdown-19.38%-43.54%

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

Similar to LRGC and AFSM