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MFIG vs AFSM

Motley Fool Innovative Growth Factor ETF vs First Trust Active Factor Small Cap ETF

MFIG

Motley Fool Innovative Growth Factor ETF

Annual cost

0.50%

Fund size

$11M

AFSM

First Trust Active Factor Small Cap ETF

Annual cost

0.75%

Fund size

$98M

Key differences

Both MFIG and AFSM are equity ETFs. MFIG charges 0.50% a year and AFSM 0.75%. The main difference: MFIG follows a index tracking strategy; AFSM uses active selection.

  • MFIG follows a index tracking strategy; AFSM uses active selection.
  • MFIG costs 0.25% less per year.
  • AFSM is much larger than MFIG. Larger funds are usually more liquid and less likely to close.
  • AFSM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

MFIGAFSM
Annual cost (TER)0.50%0.75%
Fund size (AUM)$11M$98M
Since20252019
Dividend yield0.47%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1YN/A+33.7%
CAGR 3YN/A+18.0%
CAGR 5YN/A+9.1%
Sharpe 3YN/A0.76
Volatility 1Y18.39%
Max drawdown-14.29%-43.54%

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

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